Back to filter
Original filing (PDF)20250915220106NAL0000948995053
BLACK CAPE, INC.
Form 5500
FILING_RECEIVED
BLACK CAPE 401(K) PLAN
401(k) retirement plan
Signals · 1
47% in single holding
Active participants
160
Accounts w/ balance
184
Plan assets (EOY)
$16.9M
Net assets (EOY)
$16.9M
How this plan invests
This plan
28 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 Vanguard Group Total Stock Index Admiral Class" is 47% of plan.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLACK CAPE, INC..
Plan sponsor
Name
BLACK CAPE, INC.
EIN
82-3614228
Address
4075 WILSON BLVD · FLOOR #8 · ARLINGTON, VA · 22203
Phone
(443) 691-2700
Industry
Professional & Technical 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
2025-09-15
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
CST GROUP, CPAS, PC
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
28 direct securities· $16.6M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class | — | — | — | $7.8M | 45.7% | |
| Vanguard Funds Developed Markets Index Admiral | — | — | — | $2.7M | 15.7% | |
| Vanguard Group Bond Index Admiral Class | — | — | — | $1.6M | 9.2% | |
| Vanguard Emerging Markets Stock Admiral Class | — | — | — | $1.4M | 8.2% | |
| Vanguard Group Growth Index Admiral | — | — | — | $666K | 3.9% | |
| Vanguard Specialized Dividend REIT Index Fund Adm | — | — | — | $612K | 3.6% | |
| Vanguard Group Index 500 Admiral | — | — | — | $586K | 3.5% | |
| Vanguard Funds Total International Bond Index | — | — | — | $488K | 2.9% | |
| Vanguard Group Extended Market Index | — | — | — | $241K | 1.4% | |
| Vanguard Information Technology Index Admiral | — | — | — | $223K | 1.3% | |
| Vanguard Specialized Dividend Appreciation Index Adm | — | — | — | $88K | 0.5% | |
| Vanguard Group Mid-Cap Index Admiral | — | — | — | $78K | 0.5% | |
| Vanguard Group Small-Cap Value Index Admiral | — | — | — | $63K | 0.4% | |
| Vanguard Group Value Index Admiral | — | — | — | $46K | 0.3% | |
| Vanguard Short-term Inflation Protected Securities | — | — | — | $31K | 0.2% | |
| Vanguard Group Small-Cap Index Admiral | — | — | — | $27K | 0.2% | |
| Vanguard Group Total Instl Stock Index Adm | — | — | — | $23K | 0.1% | |
| Vanguard Group FTSE Social Index Admiral | — | — | — | $22K | 0.1% | |
| Vanguard Group Mid-Cap Value Index Fund - Admiral | — | — | — | $17K | <0.1% | |
| Vanguard Group Small-Cap Growth Index Admiral | — | — | — | $4K | <0.1% | |
| Vanguard Group Long Term Bond Index Admiral | — | — | — | $4K | <0.1% | |
| Vanguard FTSE All-World Ex-US Small-Cap Index | — | — | — | $2K | <0.1% | |
| Vanguard Group Mid-Cap Growth Index Admiral | — | — | — | $2K | <0.1% | |
| Vanguard Health Care Index Admiral | — | — | — | $2K | <0.1% | |
| Vanguard Industrials Index Admiral | — | — | — | $1K | <0.1% | |
| Vanguard Materials Index Admiral | — | — | — | $1K | <0.1% | |
| Vanguard Group FTSE All-World Ex-US Index Admiral | — | — | — | $1K | <0.1% | |
| Vanguard Financials Index Admiral | — | — | — | $1K | <0.1% |
Related plans
Other plans using GUIDELINE, INC.
ANDURIL INDUSTRIES INC
ANDURIL INDUSTRIES 401(K) PLAN
$123.9M · 3,864 participants
RIPPLING
RIPPLING 401(K) PLAN
$76.6M · 2,289 participants
REMOTE TECHNOLOGY SERVICES INC.
REMOTE TECHNOLOGY 401(K) PLAN
$50.0M · 1,396 participants
APPLIED INTUITION, INC.
APPLIED INTUITION 401(K) PLAN
$42.0M · 595 participants
GUIDELINE, INC.
GUIDELINE 401(K) PLAN
$35.2M · 398 participants
SCALE AI, INC.
SCALE AI 401(K) PLAN
$34.3M · 918 participants
Similar-size Professional & Technical Services plans
EVANS INCORPORATED
EVANS CONSULTING 401(K) PLAN
$17.0M · 99 participants
ODDBALL, INC.
ODDBALL 401(K) PLAN
$17.0M · 311 participants
GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE
GREAT LAKES BEHAVIORAL RESEARCH INSTITUTE EMPLOYEE PENSION PLAN
$16.9M · 173 participants
KLINE & COMPANY, INC.
KLINE & COMPANY, INC. SAVINGS AND INVESTMENT INCENTIVE PLAN
$16.8M · 24 participants
CORPS SOLUTIONS LLC
CORPS SOLUTIONS 401K RET PLAN
$16.8M · 265 participants
CORE ONE SOLUTIONS LLC
CORE ONE SOLUTIONS 401(K) PLAN
$16.8M · 172 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B