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Original filing (PDF)20251009220233NAL0007531153021
EDBLOX, INC.
Form 5500
FILING_RECEIVED
EDBLOX 401(K) PLAN
401(k) retirement plan
Signals · 1
51% in single holding
Active participants
82
Accounts w/ balance
108
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
How this plan invests
This plan
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Index Fund Mutual Fund" is 51% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDBLOX, INC..
Plan sponsor
Name
EDBLOX, INC.
EIN
81-5088569
Address
24 E WASHINGTON ST · SUITE 825 · CHICAGO, IL · 60602
Phone
(312) 373-9214
Industry
Educational Servicessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
10 direct securities· $2.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Index Fund Mutual Fund | — | — | — | $1.0M | 50.2% | |
| Vanguard Developed Markets Index Fund Mutual Fund | — | — | — | $337K | 16.4% | |
| Investments Vanguard Bond Index Fund Mutual Fund | — | — | — | $265K | 12.9% | |
| Vanguard Emerging Markets Stock Fund Mutual Fund | — | — | — | $171K | 8.4% | |
| Vanguard Total International Bond Index Fund Mutual Fund | — | — | — | $95K | 4.6% | |
| Vanguard Real Estate Index Fund Mutual Fund | — | — | — | $85K | 4.1% | |
| Vanguard Reserve Federal Money Market Fund Money Market Mutual Fund 48 Vanguard Growth Index Fund Mutual Fund | — | — | — | $17K | 0.8% | |
| Vanguard Index 500 Fund Mutual Fund | — | — | — | $16K | 0.8% | |
| Vanguard Short-Term Inflation Protected Securities Index Fund Mutual Fund | — | — | — | $10K | 0.5% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $3K | 0.1% |
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