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Original filing (PDF)20251016211240NAL0013841986009
55 SILVER
Form 5500
FILING_RECEIVED
55 SILVER 401(K) PLAN
401(k) retirement plan
Signals · 1
46% in single holding
Active participants
94
Accounts w/ balance
331
Plan assets (EOY)
$758K
Net assets (EOY)
$758K
How this plan invests
This plan
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral Class Mutual Fund" is 46% of plan.
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 55 SILVER.
Plan sponsor
Name
55 SILVER
EIN
92-1468814
Address
1800 VINE STREET · STE 216 · LOS ANGELES, CA · 90028
Phone
(310) 526-7505
Industry
Health Care & Social Assistancesee 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
2025-10-16
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
10 direct securities· $753K(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Mutual Fund | — | — | — | $343K | 45.3% | |
| Vanguard Funds Developed Markets Index Admiral Mutual Fund | — | — | — | $143K | 18.9% | |
| Vanguard Group Bond Index Admiral Class Mutual Fund | — | — | — | $104K | 13.7% | |
| Vanguard Emerging Markets Stock Admiral Class Mutual Fund | — | — | — | $74K | 9.7% | |
| Vanguard Specialized Div REIT Index Fund Admiral Shares Mutual Fund | — | — | — | $36K | 4.8% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $36K | 4.7% | |
| Participant Loans to participants, bearing interest from 8.75% to 9.50% | — | — | — | $9K | 1.2% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $3K | 0.4% | |
| Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual Fund | — | — | — | $3K | 0.4% | |
| Vanguard Group Reserve Federal Money Market Fund Mutual Fund ** 115 Vanguard Group Growth Index Admiral Mutual Fund | — | — | — | $2K | 0.3% |
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