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Original filing (PDF)20250927220218NAL0012093568002
TAWKIFY, INC.
Form 5500
FILING_RECEIVED
TAWKIFY 401(K) PLAN
401(k) retirement plan
Signals · 1
41% in single holding
Active participants
102
Accounts w/ balance
222
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
How this plan invests
This plan
19 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
79
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 41% of plan.
Helping the score
- Below-peer total fees (29 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAWKIFY, INC..
Plan sponsor
Name
TAWKIFY, INC.
EIN
90-0838183
Address
3 GERMAY DR., · UNIT 4 #2488 · WILMINGTON, DE · 19804
Phone
(844) 494-7280
Industry
Other Services (ex. Public Admin)see 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
2025-09-27
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)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $6K | — |
Investments
19 direct securities· $2.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral class Mutual Fund | — | — | — | $896K | 41.0% | |
| Vanguard Funds Developed Markets Index Admiral Mutual Fund | — | — | — | $383K | 17.6% | |
| Vanguard Group Bond Index Admiral Class Mutual Fund | — | — | — | $327K | 15.0% | |
| Vanguard Emerging Markets Stock Admiral Class Mutual Fund | — | — | — | $193K | 8.9% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $115K | 5.3% | |
| Vanguard Specialized Div REIT Index Fund Admiral Shares Mutual Fund | — | — | — | $99K | 4.5% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $39K | 1.8% | |
| Vanguard Group Growth Index Admiral Mutual Fund | — | — | — | $36K | 1.6% | |
| Vanguard Information Technology Index Admiral Mutual Fund | — | — | — | $15K | 0.7% | |
| Vanguard Group Cash Reserves Federal Money Market Fund Mutual Fund ** 77 Vanguard Group Mid-Cap Growth Index Fund Admiral Shares Mutual Fund | — | — | — | $14K | 0.6% | |
| Vanguard Short-Term Inflation-Protected Securities Index Admiral Mutual Fund | — | — | — | $13K | 0.6% | |
| Vanguard Group Extended Market Index Mutual Fund | — | — | — | $12K | 0.5% | |
| Vanguard Large Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $10K | 0.4% | |
| Vanguard Group Mid Cap Index Admiral Mutual Fund | — | — | — | $8K | 0.4% | |
| Vanguard Health Care Index Admiral Mutual Fund | — | — | — | $7K | 0.3% | |
| Vanguard Group Total Instl Stock Index Admiral Mutual Fund | — | — | — | $5K | 0.2% | |
| Vanguard Telecom Services Index Admiral Mutual Fund | — | — | — | $4K | 0.2% | |
| Vanguard Financials Index Admiral Mutual Fund | — | — | — | $4K | 0.2% | |
| Vanguard Group Value Index Admiral Mutual Fund | — | — | — | $2K | <0.1% |
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