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Original filing (PDF)20250911172003NAL0000361539001

MULTIPLIER

Form 5500
FILING_RECEIVED
MULTIPLIER 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
128
Accounts w/ balance
256
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
30 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MULTIPLIER.
Plan sponsor
Name
MULTIPLIER
EIN
91-2166435
Address
548 MARKET STREET · PMB 81178 · SAN FRANCISCO, CA · 94104
Phone
(415) 421-3774
Industry
Other Services (ex. Public Admin)see 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
2025-09-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
AAFCPAS, INC.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Broker
1
NameEINLocationRelationDirect compIndirect comp
CHARLES SCHWAB & CO., INC.94-1737782PARTICIPANT BROKERAGE$0
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
BOULDER PENSION CONSULTING, LLC20-5254349BOULDER, CONONE - TPA$25K

Investments

29 direct securities· $6.6M(100% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Party-In- Identity of Issue, Borrower, Rate of Interest, Collateral, Current Interest Lessor or Similar Party Par or Maturity Value Cost Value Natixis Sustainable Future 2050 N Mutual Fund$1.1M16.6%
Natixis Sustainable Future 2055 N Mutual Fund$1.0M15.3%
Natixis Sustainable Future 2045 N Mutual Fund$918K14.0%
Natixis Sustainable Future 2040 N Mutual Fund$645K9.8%
Natixis Sustainable Future 2035 N Mutual Fund$484K7.4%
Self Directed Brokerage Account Self Directed Brokerage Account$468K7.1%
Natixis Sustainable Future 2060 N Mutual Fund$435K6.6%
Brown Advisory Sustainable Growth Inst Mutual Fund$237K3.6%
Natixis Sustainable Future 2025 N Mutual Fund$203K3.1%
Fidelity Slct Software & IT Services Mutual Fund$183K2.8%
Natixis Sustainable Future 2030 N Mutual Fund$119K1.8%
through April 2029 -$92K1.4%
Parnassus Value Equity Inst Mutual Fund$84K1.3%
Trillium Esg Global Equity Fund Inst Mutual Fund$83K1.3%
Impax Global Environment Markets Instl Mutual Fund$79K1.2%
1919 Socially Responsive Balanced I Mutual Fund$75K1.1%
Impax Large Cap Instl Mutual Fund$71K1.1%
Fidelity Select Communication Services Mutual Fund$70K1.1%
Loan Repayments Transferred Not Corrected Correction Under VFCP and Year End are Included Late to Plan Corrected Outside VFCP in VFCP PTE 2002-51 2024 √ 66,762$67K$67K1.0%
Schwab Bank Savings Interest-Bearing Cash$49K0.7%
BlackRock High Yield Bd Port CL K Mutual Fund$39K0.6%
Matthews Emerging Market Sust Fut Inst Mutual Fund$30K0.5%
Natixis Sustainable Future 2020 N Mutual Fund$25K0.4%
Goldman Sachs Intl Eqty Esg Inst Mutual Fund$21K0.3%
Vanguard Interm-Term Inv Grade Adm Shs Mutual Fund$17K0.3%
Pimco Intl Bond Us Dollar Hedge Inst Mutual Fund$13K0.2%
Vanguard Emrg Mkts Bond Fd Adm Mutual Fund$7K0.1%
Vanguard Short-Term Invst Grade Adm Mutual Fund$7K0.1%
2023 √ 1,985 ** -$2K<0.1%

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