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Original filing (PDF)20250516220110NAL0020524881022
PANTHER LABS INC
Form 5500
FILING_RECEIVED
PANTHER LABS 401(K) PLAN
401(k) retirement plan
Signals · 1
47% in single holding
Active participants
58
Accounts w/ balance
121
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
How this plan invests
This plan
23 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 Group Total Stock Index Admiral Stock Index Admiral Class Mutual Fund" is 47% of plan.
Helping the score
- Below-peer total fees (12 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PANTHER LABS INC.
Plan sponsor
Name
PANTHER LABS INC
EIN
83-1711816
Address
440 N BARRANCA AVE · #8909 · COVINA, CA · 91723
Phone
(415) 385-8110
Industry
Data Processing, Hosting· 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
2025-05-16
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)
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 | $6K | — |
Investments
22 direct securities· $5.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Stock Index Admiral Class Mutual Fund | — | — | — | $2.5M | 46.4% | |
| Vanguard Funds Developed Markets Index Admiral Mutual Fund | — | — | — | $995K | 18.4% | |
| Vanguard Emerging Markets Stock Admiral Class Mutual Fund | — | — | — | $533K | 9.9% | |
| Vanguard Group Bond Index Admiral Class Mutual Fund | — | — | — | $532K | 9.9% | |
| Vanguard Specialized Dividend Real Estate Index Fund Admiral Share Mutual Fund | — | — | — | $204K | 3.8% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $174K | 3.2% | |
| Vanguard Group Growth Index Admiral Mutual Fund | — | — | — | $82K | 1.5% | |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund | — | — | — | $64K | 1.2% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $44K | 0.8% | |
| Vanguard Information Technology Index Adm Mutual Fund | — | — | — | $35K | 0.7% | |
| Vanguard Group Value Index Admiral Mutual Fund | — | — | — | $31K | 0.6% | |
| Vanguard Group Small Cap Index Admiral Mutual Fund | — | — | — | $26K | 0.5% | |
| Vanguard Group Extended Market Index Mutual Fund | — | — | — | $25K | 0.5% | |
| Vanguard Group Reserve Fed MM Fund Mutual Fund ** 48 Vanguard Specialized Dividend Appreciation Index Admiral Mutual Fund | — | — | — | $19K | 0.4% | |
| Vanguard Group Total Institutional Stock Index Admiral Mutual Fund | — | — | — | $12K | 0.2% | |
| Vanguard Utilities Index Admiral Mutual Fund | — | — | — | $10K | 0.2% | |
| Vanguard Energy Index Admiral Mutual Fund | — | — | — | $10K | 0.2% | |
| Vanguard Materials Index Admiral Mutual Fund | — | — | — | $10K | 0.2% | |
| Vanguard Group Mid Cap Growth Index Admiral Mutual Fund | — | — | — | $8K | 0.1% | |
| Vanguard International Equity Index Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Industrials Index Admiral Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Group Small Cap Growth Index Admiral Mutual Fund | — | — | — | $1K | <0.1% |
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