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Original filing (PDF)20251010153140NAL0004374819001
RETURNMATES
Form 5500
FILING_RECEIVED
RETURNMATES 401(K) PLAN
401(k) retirement plan
Signals · 2
46% in single holdingNo recordkeeper disclosed
Active participants
122
Accounts w/ balance
121
Plan assets (EOY)
$135K
Net assets (EOY)
$135K
How this plan invests
This plan
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund Admiral Shares" is 46% of plan.
- No recordkeeper disclosed on Schedule C.
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 RETURNMATES.
Plan sponsor
Name
RETURNMATES
EIN
85-3188459
Address
8928 ELLIS AVE STUDIO A LOS ANGELES · LOS ANGELES, CA · 90034
Phone
(775) 437-2287
Industry
Transportation & Warehousingsee 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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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
7 direct securities· $135K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $62K | 45.9% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $39K | 28.6% | |
| Vanguard Growth Index Fund Admiral Shares ** 370 Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $11K | 8.2% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares ** 235 Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $11K | 8.2% | |
| Non-interest bearing cash | — | — | $6K | $6K | 4.2% | |
| Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $5K | 3.4% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $1K | 1.0% |
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