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Original filing (PDF)20260206220021NAL0006176513004
LOOP NOW TECHNOLOGIES, INC
Form 5500
FILING_RECEIVED
LOOP NOW TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 2.7 mo38% in single holding
Active participants
89
Accounts w/ balance
131
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
89
Concentration risk
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.7 months past the 10.5-month grace window.
- Top holding "Vanguard Group Total Stock Index Admiral Class Mutual Fund" is 38% of plan.
Helping the score
- Below-peer total fees (17 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOOP NOW TECHNOLOGIES, INC.
Plan sponsor
Name
LOOP NOW TECHNOLOGIES, INC
EIN
81-5174956
Address
2 W 5TH AVENUE · SUITE 400 · SAN MATEO, CA · 944022004
Phone
(650) 779-4047
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Name
ACCRUE 401K, INC.
EIN
39-4234112
City
BURLINGAME, CA
Phone
(888) 294-0388
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, LLC | 47-4474775 | — | RECORDKEEPER | $5K | — |
Investments
21 direct securities· $3.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Mutual Fund | — | — | — | $1.1M | 37.6% | |
| Vanguard Funds Developed Markets Index Adm Mutual Fund | — | — | — | $449K | 15.0% | |
| Vanguard Group Bond Index Admiral Class Mutual Fund | — | — | — | $355K | 11.9% | |
| Vanguard Group Growth Index Adm Mutual Fund | — | — | — | $287K | 9.6% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $235K | 7.9% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $175K | 5.8% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $123K | 4.1% | |
| Vanguard Specialized Div Reit Index Fund Adm Shares Mutual Fund | — | — | — | $114K | 3.8% | |
| Vanguard Information Technology Index Adm Mutual Fund | — | — | — | $52K | 1.7% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $10K | 0.3% | |
| Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual Fund | — | — | — | $9K | 0.3% | |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund | — | — | — | $7K | 0.2% | |
| Vanguard Group Mid Cap Index Admiral Mutual Fund | — | — | — | $7K | 0.2% | |
| Vanguard Financials Index Fund Admiral Shares Mutual Fund | — | — | — | $6K | 0.2% | |
| Vanguard FTSE Social Index Fund Admiral Mutual Fund | — | — | — | $6K | 0.2% | |
| Vanguard Group Large Cap Index Admiral Mutual Fund | — | — | — | $6K | 0.2% | |
| Vanguard Group Reserve Federal Money Market Fund Mutual Fund ** 56 Vanguard Specialized Dividend Appreciation Index Admiral Mutual Fund | — | — | — | $6K | 0.2% | |
| Vanguard Health Care Index Admiral Mutual Fund | — | — | — | $6K | 0.2% | |
| Vanguard Group Mid Cap Value Index Admiral Mutual Fund | — | — | — | $4K | 0.1% | |
| Vanguard Group Mid Cap Value Index FD Admiral Mutual Fund | — | — | — | $3K | 0.1% | |
| Vanguard European Stock Index Admiral Mutual Fund | — | — | — | $3K | 0.1% |