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Original filing (PDF)20251008173756NAL0006197537001
AL VENTURE, LLC
Form 5500
FILING_RECEIVED
ANGELLIST RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
143
Accounts w/ balance
347
Plan assets (EOY)
$15.1M
Net assets (EOY)
$15.1M
How this plan invests
This plan
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AL VENTURE, LLC.
Plan sponsor
Name
AL VENTURE, LLC
EIN
84-4252043
Address
90 GOLD STREET · FLOOR 3 · SAN FRANCISCO, CA · 94133
Phone
(951) 213-1993
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $13K | — |
Investments
45 direct securities· $15.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2060 Fund | — | — | — | $2.9M | 19.4% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $2.3M | 15.4% | |
| Vanguard 500 Index Fund | — | — | — | $2.2M | 14.5% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.8M | 11.7% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.1M | 7.4% | |
| Vanguard Target Retirement Income Fund 301 * Vanguard Total Stock Market Index Fund | — | — | — | $935K | 6.2% | |
| Vanguard Information Technology Index Fund | — | — | — | $617K | 4.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $428K | 2.8% | |
| Vanguard Growth Index Fund | — | — | — | $421K | 2.8% | |
| Vanguard Cash Reserves Federal Money Market Fund | — | — | — | $307K | 2.0% | |
| Vanguard Total International Stock Index Fund | — | — | — | $282K | 1.9% | |
| Vanguard Mid-Cap Growth Index Fund | — | — | — | $271K | 1.8% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $255K | 1.7% | |
| Vanguard Value Index Fund | — | — | — | $211K | 1.4% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $204K | 1.4% | |
| Vanguard High Dividend Yield Index Fund | — | — | — | $126K | 0.8% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $101K | 0.7% | |
| Vanguard Small-Cap Growth Fund | — | — | — | $79K | 0.5% | |
| Vanguard Energy Index Fund | — | — | — | $76K | 0.5% | |
| Vanguard Health Care Index Fund | — | — | — | $75K | 0.5% | |
| Vanguard Mid-Cap Value Index Fund | — | — | — | $59K | 0.4% | |
| Vanguard Intermediate-Term Treasury Index Fund | — | — | — | $53K | 0.4% | |
| Vanguard Consumer Discretionary Index Fund | — | — | — | $53K | 0.4% | |
| Vanguard Real Estate Index Fund | — | — | — | $52K | 0.3% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $52K | 0.3% | |
| Vanguard Dividend Appreciation Index Fund | — | — | — | $51K | 0.3% | |
| Vanguard Small-Cap Index Fund | — | — | — | $48K | 0.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $42K | 0.3% | |
| Participants Participant Loan (Interest Rate of 9.50%) - | — | — | — | $42K | 0.3% | |
| Vanguard Long-Term Bond Index Fund | — | — | — | $40K | 0.3% | |
| Vanguard Financials Index Fund | — | — | — | $36K | 0.2% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $36K | 0.2% | |
| Vanguard Emerging Markets Stock Index Fund | — | — | — | $35K | 0.2% | |
| Vanguard Small-Cap Value Index Fund | — | — | — | $30K | 0.2% | |
| Vanguard Balanced Index Fund | — | — | — | $30K | 0.2% | |
| Vanguard Short-Term Bond Index Fund | — | — | — | $24K | 0.2% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $14K | <0.1% | |
| Vanguard European Stock Index Fund | — | — | — | $11K | <0.1% | |
| Vanguard Intermediate-Term Corporate Bond Fund | — | — | — | $9K | <0.1% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $8K | <0.1% | |
| Vanguard Pacific Stock Index Fund | — | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2025 Fund 158 * Vanguard Target Retirement 2030 Fund | — | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |
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