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Original filing (PDF)20251014174321NAL0003422417001
FINGERBLOCKS, INC
Form 5500
FILING_RECEIVED
FINGERBLOCKS, INC 401(K) PLAN
401(k) retirement plan
Signals · 1
46% in single holding
Active participants
68
Accounts w/ balance
166
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
77
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Admiral "" is 46% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FINGERBLOCKS, INC.
Plan sponsor
Name
FINGERBLOCKS, INC
EIN
82-0812685
Address
1144 65TH ST, SUITE F · OAKLAND, CA · 94621
Phone
(510) 929-1400
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $10K | — |
Investments
19 direct securities· $1.7M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral " | — | — | — | $773K | 45.0% | |
| Vanguard Total International Stock Index Admiral " | — | — | — | $416K | 24.2% | |
| Vanguard Real Estate Index Admiral " | — | — | — | $150K | 8.7% | |
| Vanguard Total Bond Market Index Admiral " | — | — | — | $136K | 7.9% | |
| Vanguard Total International Bond Index Admiral " | — | — | — | $63K | 3.7% | |
| Vanguard Emerging Markets Stock Index Admiral " | — | — | — | $41K | 2.4% | |
| Vanguard 500 Index Admiral " | — | — | — | $30K | 1.8% | |
| Vanguard Mid-Cap Value Index Admiral " | — | — | — | $19K | 1.1% | |
| Vanguard Small Cap Index Admiral " | — | — | — | $17K | 1.0% | |
| Vanguard Mid Cap Index Admiral " | — | — | — | $9K | 0.5% | |
| Vanguard Short-Term Inflation Protected Securities Index Admiral " | — | — | — | $6K | 0.3% | |
| BANC Master Deposit Account A Interest bearing cash | — | — | — | $5K | 0.3% | |
| Vanguard Developed Markets Index Admiral " | — | — | — | $4K | 0.3% | |
| Nuveen Core Impact Bond Fund Premier " ** 648 Nuveen Large Cap Responsible Equity Fund Premier " | — | — | — | $4K | 0.2% | |
| Vanguard Small Cap Value Index Admiral " | — | — | — | $2K | 0.1% | |
| Vanguard Short-Term Bond Index Admiral " | — | — | — | $2K | 0.1% | |
| Vanguard Growth Index Admiral " ** 939 Vanguard Interm-Term Bond Index Admiral " ** 650 Vanguard Long-Term Bond Index Fund Admiral Shares " | — | — | — | $2K | 0.1% | |
| Vanguard Small Cap Growth Index Admiral " | — | — | — | $2K | <0.1% | |
| DFA Global Real Estate Securities Port Mutual fund | — | — | — | $1K | <0.1% |
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