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Original filing (PDF)20250523220117NAL0006451984021
ALLTRAILS, LLC
Form 5500
FILING_RECEIVED
ALLTRAILS 401(K) PLAN
401(k) retirement plan
Signals · 1
46% in single holding
Active participants
213
Accounts w/ balance
243
Plan assets (EOY)
$19.0M
Net assets (EOY)
$19.0M
How this plan invests
This plan
30 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 46% 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 ALLTRAILS, LLC.
Plan sponsor
Name
ALLTRAILS, LLC
EIN
83-3963977
Address
530 BUSH STREET · SUITE 900 · SAN FRANCISCO, CA · 94108
Phone
(415) 344-1390
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
2025-05-23
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
METZ CPA, PLLC
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 | $12K | — |
Investments
30 direct securities· $19.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Mutual fund | — | — | — | $8.8M | 46.2% | |
| Vanguard Developed Markets Index Fund Mutual fund | — | — | — | $3.1M | 16.4% | |
| Vanguard Total Bond Market Index Fund Mutual fund | — | — | — | $2.0M | 10.4% | |
| Vanguard Emerging Markets Stock Index Fund Mutual fund | — | — | — | $1.5M | 8.0% | |
| Vanguard 500 Index Fund Mutual fund | — | — | — | $882K | 4.6% | |
| Vanguard Real Estate Index Fund Mutual fund | — | — | — | $714K | 3.8% | |
| Vanguard Total International Bond Index Fund Mutual fund | — | — | — | $652K | 3.4% | |
| Vanguard Growth Index Fund Mutual fund | — | — | — | $328K | 1.7% | |
| Cash | — | — | — | $268K | 1.4% | |
| Vanguard Information Technology Index Fund Mutual fund | — | — | — | $129K | 0.7% | |
| Vanguard Inflation-Protected Securities Fund Mutual fund | — | — | — | $101K | 0.5% | |
| Vanguard Extended Market Index Fund Mutual fund | — | — | — | $68K | 0.4% | |
| Vanguard Total International Stock Index Fund Mutual fund | — | — | — | $66K | 0.3% | |
| Vanguard Mid-Cap Index Fund Mutual fund | — | — | — | $58K | 0.3% | |
| Vanguard Value Index Fund Mutual fund | — | — | — | $54K | 0.3% | |
| Vanguard Short-Term Corporate Bond Index Fund Mutual fund | — | — | — | $54K | 0.3% | |
| Vanguard International Dividend Appreciation Index Fund Mutual fund | — | — | — | $37K | 0.2% | |
| Vanguard Small-Cap Value Index Fund Mutual fund | — | — | — | $34K | 0.2% | |
| Vanguard Long-Term Treasury Index Fund Mutual fund | — | — | — | $28K | 0.1% | |
| Vanguard Small-Cap Growth Index Fund Mutual fund | — | — | — | $26K | 0.1% | |
| Vanguard Small-Cap Index Fund Mutual fund | — | — | — | $25K | 0.1% | |
| Vanguard European Stock Index Fund Mutual fund | — | — | — | $22K | 0.1% | |
| Vanguard Energy Index Fund Mutual fund | — | — | — | $16K | <0.1% | |
| Vanguard Federal Money Market Fund Mutual fund | — | — | — | $15K | <0.1% | |
| Vanguard Specialized Dividend Appreciation Index Fund Mutual fund | — | — | — | $10K | <0.1% | |
| Vanguard Utilities Index Fund Mutual fund | — | — | — | $7K | <0.1% | |
| Vanguard Telecom Services Index Fund Mutual fund | — | — | — | $6K | <0.1% | |
| Vanguard Health Care Index Fund Mutual fund | — | — | — | $5K | <0.1% | |
| Vanguard Materials Index Fund Mutual fund | — | — | — | $5K | <0.1% | |
| Vanguard Equity Income Fund Mutual fund | — | — | — | $3K | <0.1% |
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