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Original filing (PDF)20250616220116NAL0001223601005
TROVE INFORMATION TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
TROVE INFORMATION TECHNOLOGIES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
50% in single holding
Active participants
139
Accounts w/ balance
216
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
23 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral Class Mutual Fund" is 50% of plan.
Helping the score
- Below-peer total fees (9 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TROVE INFORMATION TECHNOLOGIES, INC..
Plan sponsor
Name
TROVE INFORMATION TECHNOLOGIES, INC.
EIN
84-3357831
Address
1 MONTGOMERY ST. · SUITE 700 · SAN FRANCISCO, CA · 94104
Phone
(412) 390-6551
Industry
Data Processing, Hosting· 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
2025-06-16
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
PENSION ASSURANCE LLP
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
22 direct securities· $9.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Mutual Fund | — | — | — | $4.5M | 49.3% | |
| Vanguard Funds Developed Markets Index Admiral Mutual Fund | — | — | — | $1.6M | 17.2% | |
| Vanguard Group Bond Index Admiral Class Mutual Fund | — | — | — | $932K | 10.2% | |
| Vanguard Emerging Markets Stock Admiral Class Mutual Fund | — | — | — | $792K | 8.6% | |
| Vanguard Specialized Div REIT Index Fund Admiral Shares Mutual Fund | — | — | — | $369K | 4.0% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $306K | 3.3% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $212K | 2.3% | |
| Vanguard Group Growth Index Admiral Mutual Fund | — | — | — | $160K | 1.7% | |
| Vanguard Information Technology Index Admiral Mutual Fund | — | — | — | $84K | 0.9% | |
| Vanguard Group Reserve Federal Money Market Fund Mutual Fund | — | — | — | $32K | 0.3% | |
| Vanguard FTSE Social Index Fund Admiral Mutual Fund | — | — | — | $27K | 0.3% | |
| Vanguard Large Cap Index Fund Admiral Shares Mutual Fund ** 657 Vanguard Group Mid Cap Index Admiral Mutual Fund | — | — | — | $16K | 0.2% | |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund | — | — | — | $15K | 0.2% | |
| Vanguard Group Mid Cap Value Index Fund Admiral Mutual Fund | — | — | — | $14K | 0.2% | |
| Vanguard Financials Index Fund Admiral Shares Mutual Fund | — | — | — | $8K | <0.1% | |
| Vanguard Industrials Index Fund Admiral Shares Mutual Fund | — | — | — | $8K | <0.1% | |
| Vanguard Group International Equity Index Mutual Fund | — | — | — | $8K | <0.1% | |
| Vanguard Group Small Cap Index Admiral Mutual Fund | — | — | — | $7K | <0.1% | |
| Vanguard Specialized DIV Dividend Appreciation Index Admiral Mutual Fund | — | — | — | $6K | <0.1% | |
| Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Health Care Index Admiral Mutual Fund | — | — | — | $2K | <0.1% | |
| Participant Loans to participants, bearing interest at 8% | — | — | — | $1K | <0.1% |
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