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Original filing (PDF)20251003220407NAL0001759377006
TALENTFUL
Form 5500
FILING_RECEIVED
TALENTFUL 401(K) PLAN
401(k) retirement plan
Signals · 1
44% in single holding
Active participants
81
Accounts w/ balance
129
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
75
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
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TALENTFUL.
Plan sponsor
Name
TALENTFUL
EIN
84-2738046
Address
67 GREENE STREET · 3RD FLOOR · NEW YORK, NY · 10012
Phone
(912) 219-2917
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
2025-10-03
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
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
17 direct securities· $3.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $1.5M | 44.0% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $605K | 18.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $337K | 10.0% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $307K | 9.2% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $159K | 4.8% | |
| Vanguard Total International Stock Index Fund Admiral Shares ** 343 Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $147K | 4.4% | |
| Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $112K | 3.3% | |
| Non-interest bearing cash | — | — | $81K | $81K | 2.4% | |
| Vanguard Information Technology Index Fund Admiral Shares | — | — | — | $44K | 1.3% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $41K | 1.2% | |
| Vanguard Extended Market Index Fund Admiral Shares | — | — | — | $15K | 0.4% | |
| Vanguard Health Care Index Fund Admiral Shares | — | — | — | $10K | 0.3% | |
| Participant loans receivable - 1 loan outstanding with an interest rate of 9.50% - | — | — | — | $7K | 0.2% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $5K | 0.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $4K | 0.1% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | — | — | — | $3K | <0.1% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | — | — | — | $2K | <0.1% |
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