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Original filing (PDF)20250701220123NAL0007243123004
AFRESH TECHNOLOGIES INC
Form 5500
FILING_RECEIVED
AFRESH 401(K) PLAN
401(k) retirement plan
Signals · 1
45% in single holding
Active participants
91
Accounts w/ balance
172
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.3M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
78
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund Admiral Shares" is 45% of plan.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AFRESH TECHNOLOGIES INC.
Plan sponsor
Name
AFRESH TECHNOLOGIES INC
EIN
82-2003854
Address
33 NEW MONTGOMERY ST · SUITE 1100 · SAN FRANCISCO, CA · 94105
Phone
(415) 651-5068
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-07-01
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
FRANK, RIMERMAN + CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $11K | — |
Investments
29 direct securities· $12.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $5.5M | 45.0% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $2.2M | 17.6% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $1.3M | 10.3% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $1.1M | 8.8% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $495K | 4.0% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $434K | 3.5% | |
| Vanguard Total International Bond Index Fund AdmiralGäó Shares | — | — | — | $414K | 3.4% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $234K | 1.9% | |
| Vanguard FTSE Social Index Fund Admiral | — | — | — | $128K | 1.0% | |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares | — | — | — | $104K | 0.8% | |
| Vanguard Value Index Fund Admiral Shares | — | — | — | $101K | 0.8% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $90K | 0.7% | |
| Participant loans - 3 loans outstanding with interest rates of 9.00% to 9.50% - | — | — | — | $53K | 0.4% | |
| Vanguard Small Cap Value Index Fund Admiral Shares | — | — | — | $43K | 0.3% | |
| Vanguard Information Technology Index Fund Admiral Shares | — | — | — | $27K | 0.2% | |
| Vanguard Extended Market Index Fund Admiral Shares | — | — | — | $25K | 0.2% | |
| Vanguard Large Cap Index Fund Admiral Shares | — | — | — | $16K | 0.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $15K | 0.1% | |
| Vanguard Long-Term Bond Index Fund Admiral Shares | — | — | — | $14K | 0.1% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | — | — | — | $8K | <0.1% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | — | — | — | $7K | <0.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | — | — | — | $5K | <0.1% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | — | — | — | $5K | <0.1% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | — | — | — | $5K | <0.1% | |
| Non-interest bearing cash | — | — | $5K | $5K | <0.1% | |
| Vanguard Communication Services Index Fund Admiral Shares | — | — | — | $4K | <0.1% | |
| Vanguard European Stock Index Fund Admiral Shares | — | — | — | $3K | <0.1% | |
| Vanguard Health Care Index Fund Admiral Shares | — | — | — | $2K | <0.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $1K | <0.1% |