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Original filing (PDF)20250924220158NAL0018096802005
CARBON AUTONOMOUS ROBOTIC SYSTEMS, INC.
Form 5500
FILING_RECEIVED
CARBON AUTONOMOUS ROBOTIC SYSTEMS 401(K) PLAN
401(k) retirement plan
Signals · 2
46% in single holdingNo recordkeeper disclosed
Active participants
154
Accounts w/ balance
172
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
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)
87
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Mutual Fund" is 46% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARBON AUTONOMOUS ROBOTIC SYSTEMS, INC..
Plan sponsor
Name
CARBON AUTONOMOUS ROBOTIC SYSTEMS, INC.
EIN
83-2692548
Address
807 AURORA AVE NORTH · SEATTLE, WA · 98109
Phone
(510) 299-6869
Industry
Manufacturingsee 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
2025-09-24
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
CLARK NUBER P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
19 direct securities· $3.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Mutual Fund | — | — | — | $1.7M | 46.4% | |
| Vanguard Funds Developed Markets Index Mutual Fund | — | — | — | $529K | 14.6% | |
| Party Including Maturity Date, Rate of Cost Value Interest, Collateral, Par, or Maturity Value Vanguard Group Bond Index Mutual Fund | — | — | — | $446K | 12.3% | |
| Vanguard Emerging Markets Index Mutual Fund | — | — | — | $270K | 7.5% | |
| Vanguard Group Growth Index Mutual Fund | — | — | — | $168K | 4.7% | |
| Vanguard Specialized Div REIT Index Mutual Fund | — | — | — | $160K | 4.4% | |
| Vanguard Funds Total Intl Bond Index Mutual Fund | — | — | — | $128K | 3.5% | |
| Vanguard Group Intl Market Bond Index Mutual Fund ** 444 Vanguard Group High Dividend Yield Index Mutual Fund | — | — | — | $50K | 1.4% | |
| Vanguard Group Total Intl Stock Index Mutual Fund | — | — | — | $44K | 1.2% | |
| Vanguard Information Technology Index Mutual Fund | — | — | — | $41K | 1.1% | |
| Vanguard Group Reserve Federal Money Mkt Fund Mutual Fund ** 70 Vanguard Group Small Cap Value Index Mutual Fund | — | — | — | $21K | 0.6% | |
| Vanguard Group 500 Index Mutual Fund | — | — | — | $20K | 0.6% | |
| Participant loans Rates from 9.25% to 9.50% - 0 - | — | — | — | $18K | 0.5% | |
| Vanguard Group Value Index Mutual Fund | — | — | — | $13K | 0.4% | |
| Vanguard Short-Term Infl Pro Sec Index Mutual Fund | — | — | — | $8K | 0.2% | |
| Vanguard Group Large Cap Index Mutual Fund | — | — | — | $7K | 0.2% | |
| Vanguard Materials Index Mutual Fund | — | — | — | $5K | 0.1% | |
| Vanguard Energy Index Mutual Fund | — | — | — | $4K | 0.1% | |
| Vanguard Utilities Index Mutual Fund | — | — | — | $2K | <0.1% |
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