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Original filing (PDF)20250623220457NAL0006744753008
STODGE INC
Form 5500
FILING_RECEIVED
STODGE INC 401(K) PLAN
401(k) retirement plan
Signals · 1
44% in single holding
Active participants
239
Accounts w/ balance
256
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
How this plan invests
This plan
27 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 44% of plan.
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STODGE INC.
Plan sponsor
Name
STODGE INC
EIN
83-2644643
Address
#251 3370 NORTH HAYDEN ROAD · STE 123 · SCOTTSDALE, AZ · 85251
Phone
(480) 495-9002
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
2025-06-23
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
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 | $6K | — |
Investments
27 direct securities· $8.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $3.5M | 43.7% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $1.4M | 16.9% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $751K | 9.3% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $727K | 9.0% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $323K | 4.0% | |
| Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $249K | 3.1% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $228K | 2.8% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | — | — | — | $181K | 2.2% | |
| Vanguard Information Technology Index Fund Admiral Shares | — | — | — | $145K | 1.8% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $114K | 1.4% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $98K | 1.2% | |
| Vanguard Extended Market Index Fund Admiral Shares | — | — | — | $61K | 0.8% | |
| Vanguard Value Index Fund Admiral Shares | — | — | — | $58K | 0.7% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $52K | 0.6% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | — | — | — | $45K | 0.6% | |
| Vanguard Dividend Appreciation Index Fund Admiral Shares | — | — | — | $29K | 0.4% | |
| Non-interest bearing cash | — | — | — | $19K | 0.2% | |
| Vanguard Financials Index Fund Admiral Shares | — | — | — | $19K | 0.2% | |
| Vanguard Health Care Index Fund Admiral Shares | — | — | — | $18K | 0.2% | |
| Vanguard Industrials Index Fund Admiral Shares | — | — | — | $17K | 0.2% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | — | — | — | $17K | 0.2% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | — | — | — | $16K | 0.2% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $14K | 0.2% | |
| Vanguard FTSE All-World ex-US Index Fund Admiral Shares | — | — | — | $9K | 0.1% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral | — | — | — | $7K | <0.1% | |
| Vanguard European Stock Index Fund Admiral Shares | — | — | — | $1K | <0.1% | |
| Participant loans receivable - one loan outstanding - | — | — | — | $1K | <0.1% |