Back to filter
Original filing (PDF)20250905220137NAL0010841603021
SEAMLESS AI
Form 5500
FILING_RECEIVED
SEAMLESS AI 401(K) PLAN
401(k) retirement plan
Signals · 1
40% in single holding
Active participants
192
Accounts w/ balance
288
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
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)
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
80
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral Class Mutual Fund" is 40% of plan.
Helping the score
- Below-peer total fees (31 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEAMLESS AI.
Plan sponsor
Name
SEAMLESS AI
EIN
82-4218356
Address
7652 SAWMILL RD. · STE 341 · DUBLIN, OH · 43016
Phone
(440) 479-8375
Industry
Admin Support & Waste Mgmtsee 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
2025-09-05
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
CITRIN COOPERMAN AND COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $7K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT, INC. | 33-0905143 | — | ADVISOR | $7K | — |
Investments
19 direct securities· $4.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Mutual Fund | — | — | — | $1.8M | 40.0% | |
| Vanguard Funds Developed Markets Index Adm Mutual Fund | — | — | — | $726K | 16.0% | |
| Vanguard Group Bond Index Admiral Class Mutual Fund | — | — | — | $489K | 10.8% | |
| Vanguard Emerging Markets Stk Adm CI Mutual Fund | — | — | — | $375K | 8.2% | |
| Vangaurd Group Mid Cap Growth Index Admiral Mutual Fund ** 810 Vanguard Intl Equity Index Mutual Fund ** 322 Vanguard Information Technology Index Adm Mutual Fund | — | — | — | $366K | 8.1% | |
| Vanguard Specialized Div Reit Index Fund Adm SHS Mutual Fund | — | — | — | $178K | 3.9% | |
| Vanguard Group Growth Index Adm Mutual Fund | — | — | — | $166K | 3.7% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $161K | 3.6% | |
| Participant loans Interest rates from 5.75% to 9.50%, | — | — | — | $119K | 2.6% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $49K | 1.1% | |
| Vanguard Group SM Cap Index Admiral Mutual Fund | — | — | — | $26K | 0.6% | |
| Vanguard Group Mid Cap Index Admiral Mutual Fund | — | — | — | $23K | 0.5% | |
| Vanguard Group Total INSTL Stock Index Adm Mutual Fund | — | — | — | $13K | 0.3% | |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund | — | — | — | $8K | 0.2% | |
| Vanguard Group Reserve Fed MM FD Mutual Fund | — | — | — | $8K | 0.2% | |
| Vanguard Group Value Index Adm Mutual Fund | — | — | — | $7K | 0.2% | |
| Vanguard Group Extended Market Index Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard Group Long Term Bond Index Admiral Mutual Fund ** 371 Vanguard Group INTM BD Index Admiral Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard Short-term Inflation Protected Securities Index Adm Mutual Fund | — | — | — | $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 Admin Support & Waste Mgmt plans
AMPLEX CORPORATION
AMPLEX CORPORATION PROFIT SHARING RETIREMENT PLAN & TRUST
$4.5M · 51 participants
ADVISACARE HEALTHCARE SOLUTIONS INC.
ADVISACARE COMPANIES RETIREMENT PLAN
$4.6M · 1,111 participants
MEDIGROUP PHYSICIAN SERVICES
MEDIGROUP 401(K)
$4.6M · 9 participants
RCM INVESTMENTS, LLC
RCM INVESTMENTS 401(K) PROFIT SHARING PLAN
$4.6M · 13 participants
CORBAN GROUP SERVICES, LLC
CORBAN GROUP SERVICES, LLC 401(K) PROFIT SHARING PLAN
$4.6M · 18 participants
HEINRICH CHEVROLET CORPORATION
HEINRICH CHEVROLET CORPORATION 401(K) RETIREMENT SAVINGS PLAN
$4.5M · 31 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants