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Original filing (PDF)20250905220137NAL0010841603022
PLIANCY, INC
Form 5500
FILING_RECEIVED
PLIANCY 401(K) PLAN
401(k) retirement plan
Signals · 1
39% in single holding
Active participants
89
Accounts w/ balance
126
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
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)
96
/ 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
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Group Total Stock Index Admiral Class" is 39% 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 PLIANCY, INC.
Plan sponsor
Name
PLIANCY, INC
EIN
88-2291458
Address
548 MARKET ST · PMB 23626 · SAN FRANCISCO, CA · 94104
Phone
(800) 406-6745
Industry
Professional & Technical Servicessee 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
2025-09-05
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
TANNER LLC
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 | $6K | — |
Investments
23 direct securities· $6.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class | — | — | — | $2.5M | 38.8% | |
| Vanguard Funds Developed Markets Index Adm | — | — | — | $980K | 15.2% | |
| Vanguard Group Bond Index Admiral Class | — | — | — | $640K | 9.9% | |
| Vanguard Group Growth Index Adm | — | — | — | $550K | 8.5% | |
| Vanguard Emerging Markets Stk Adm Cl | — | — | — | $512K | 7.9% | |
| Vanguard Group FTSE Social Index Admiral | — | — | — | $476K | 7.4% | |
| Vanguard Specialized Div REIT Index Fund Adm Shs | — | — | — | $262K | 4.1% | |
| Vanguard Funds Total International Bond Index | — | — | — | $214K | 3.3% | |
| Vanguard Information Technology Index Adm | — | — | — | $124K | 1.9% | |
| Notes receivable from participants Participant loans, maturing through 2028 at interest rates of 5.75%–9.50% ‐0‐ | — | — | — | $53K | 0.8% | |
| Vanguard Group Mid Cap Index Admiral | — | — | — | $34K | 0.5% | |
| Vanguard Group Index 500 Admiral | — | — | — | $26K | 0.4% | |
| Vanguard Group Sm Cap Index Admiral | — | — | — | $19K | 0.3% | |
| Vanguard Group Value Index Adm | — | — | — | $13K | 0.2% | |
| Vanguard Group Mid Cap Growth Index Admiral | — | — | — | $11K | 0.2% | |
| Vanguard Energy Index Admiral | — | — | — | $10K | 0.2% | |
| Vanguard Specialized Div Dividend Apprec Index Adm | — | — | — | $5K | <0.1% | |
| Vanguard Group LG CAP Index Fund ADML | — | — | — | $4K | <0.1% | |
| Vanguard Group Small Cap Value Index Admiral | — | — | — | $3K | <0.1% | |
| Vanguard Short‐Term Inflation Protected Securities Index Adm | — | — | — | $3K | <0.1% | |
| Vanguard Group Total Instl Stock Index Adm | — | — | — | $1K | <0.1% | |
| Vanguard Group Extended Market Index | — | — | — | $1K | <0.1% | |
| Vanguard Health Care Index Admiral | — | — | — | $1K | <0.1% |
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