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Original filing (PDF)20250917220353NAL0001028928018
GLEAN TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
GLEAN TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Signals · 1
47% in single holding
Active participants
393
Accounts w/ balance
404
Plan assets (EOY)
$13.8M
Net assets (EOY)
$13.8M
How this plan invests
This plan
36 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 Total Stock Market Index Fund Mutual Fund" is 47% of plan.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLEAN TECHNOLOGIES, INC..
Plan sponsor
Name
GLEAN TECHNOLOGIES, INC.
EIN
83-3385168
Address
260 SHERIDAN · SUITE 300 · PALO ALTO, CA · 943060000
Phone
(408) 463-6890
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
2025-09-17
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
SILICON VALLEY ACCOUNTANCY CORP
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 | $8K | — |
Investments
36 direct securities· $13.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Mutual Fund | — | — | — | $6.5M | 46.9% | |
| Vanguard Developed Markets Index Fund Mutual Fund | — | — | — | $2.2M | 16.0% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $1.2M | 9.0% | |
| Vanguard Emerging Markets Stock Index Fd Mutual Fund | — | — | — | $1.1M | 8.3% | |
| Vanguard Real Estate Index Fund Mutual Fund | — | — | — | $598K | 4.3% | |
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $417K | 3.0% | |
| Vanguard Total International Bond Index Fd Mutual Fund | — | — | — | $415K | 3.0% | |
| Vanguard Growth Index Fund Mutual Fund | — | — | — | $390K | 2.8% | |
| Vanguard Information Technology Index Fd Mutual Fund | — | — | — | $371K | 2.7% | |
| Vanguard Total International Stock Index Fd Mutual Fund | — | — | — | $112K | 0.8% | |
| Cash Account Cash | — | — | — | $93K | 0.7% | |
| Vanguard Small-Cap Value Index Fund Mutual Fund | — | — | — | $54K | 0.4% | |
| Vanguard Small-Cap Index Fund Mutual Fund | — | — | — | $43K | 0.3% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | — | — | — | $35K | 0.3% | |
| Vanguard Mid-Cap Growth Index Fund Mutual Fund | — | — | — | $28K | 0.2% | |
| Vanguard Small-Cap Growth Index Fund Mutual Fund | — | — | — | $22K | 0.2% | |
| Vanguard Global ex-U.S. Real Estate * Index Fund Mutual Fund 609 * Vanguard FTSE Social Index Fund Mutual Fund | — | — | — | $17K | 0.1% | |
| Vanguard Federal Money Market Fund Mutual Fund | — | — | — | $16K | 0.1% | |
| Vanguard FTSE All-World ex-US Index Fund Mutual Fund | — | — | — | $15K | 0.1% | |
| Vanguard Extended Market Index Fund Mutual Fund | — | — | — | $13K | <0.1% | |
| Vanguard Intermediate-Term Bond Index Fd Mutual Fund | — | — | — | $13K | <0.1% | |
| Vanguard Communication Services Index Fd Mutual Fund | — | — | — | $11K | <0.1% | |
| Participant Loans/Notes receivable from * participants Interest rate at 8.75% | — | — | — | $10K | <0.1% | |
| Vanguard International Dividend * Appreciation Index Fund Mutual Fund | — | — | — | $9K | <0.1% | |
| Vanguard Value Index Fund Mutual Fund | — | — | — | $8K | <0.1% | |
| Vanguard Financials Index Fund Mutual Fund | — | — | — | $6K | <0.1% | |
| Vanguard European Stock Index Fund Mutual Fund | — | — | — | $6K | <0.1% | |
| Vanguard Mid-Cap Value Index Fund Mutual Fund | — | — | — | $6K | <0.1% | |
| Vanguard High Dividend Yield Index Fund Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Pacific Stock Index Fund Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Utilities Index Fund Mutual Fund 221 * Vanguard Energy Index Fund Mutual Fund 220 * Vanguard Large Cap Index Fund Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Long-Term Bond Index Fund Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard FTSE All-World ex-US Small- * Cap Index Fund Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Industrials Index Fund Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Health Care Index Fund Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Short-Term Inflation-Protected * Securities Index Fund Mutual Fund | — | — | — | $1K | <0.1% |