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Original filing (PDF)20250717092842NAL0000011907021
POCKET PILATES, LLC
Form 5500
FILING_RECEIVED
CLUB PILATES 401(K) PLAN
401(k) retirement plan
Signals · 2
38% in single holdingNo recordkeeper disclosed
Active participants
101
Accounts w/ balance
104
Plan assets (EOY)
$182K
Net assets (EOY)
$182K
How this plan invests
This plan
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
81
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Cash Reserves Federal Money Market Fund Admiral Shares ** 43 Vanguard Total Stock Market Index Fund Admiral Shares" is 38% 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 POCKET PILATES, LLC.
Plan sponsor
Name
POCKET PILATES, LLC
EIN
83-2761244
Address
PO BOX 331 · LOOMIS, CA · 95650
Phone
(916) 768-5619
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-17
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
FRANK, RIMERMAN + CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
8 direct securities· $182K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares ** 43 Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $70K | 38.5% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $35K | 19.4% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $31K | 17.1% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $16K | 8.6% | |
| Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $13K | 6.9% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $9K | 4.7% | |
| Non-Interest Bearing Cash | — | — | $8K | $8K | 4.1% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | — | — | — | $1K | 0.6% |
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