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Original filing (PDF)20251013163845NAL0000841379001
EVICTION DEFENSE COLLABORATIVE
Form 5500
FILING_RECEIVED
EVICTION DEFENSE COLLABORATIVE 401(K) PLAN
401(k) retirement plan
Signals · 1
39% in single holding
Active participants
88
Accounts w/ balance
133
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral Mutual Fund" is 39% 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 EVICTION DEFENSE COLLABORATIVE.
Plan sponsor
Name
EVICTION DEFENSE COLLABORATIVE
EIN
94-3342323
Address
976 MISSION STREET · SAN FRANCISCO, CA · 94103
Phone
(415) 947-0797
Industry
Manufacturingsee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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)
No Schedule C providers reportedInvestments
18 direct securities· $2.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Mutual Fund | — | — | — | $1.1M | 38.9% | |
| Vanguard Group Bond Index Admiral Mutual Fund | — | — | — | $492K | 18.0% | |
| Vanguard Funds Developed Markets Index Admiral Mutual Fund | — | — | — | $433K | 15.8% | |
| Vanguard Emerging Markets Stk Admiral Mutual Fund | — | — | — | $213K | 7.8% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $177K | 6.5% | |
| Vanguard Specialized Div REIT Index Fund Admiral Mutual Fund | — | — | — | $130K | 4.7% | |
| Vanguard Short-Term Inflation Protected Securities Index Adm Mutual Fund | — | — | — | $39K | 1.4% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $39K | 1.4% | |
| Vanguard Group Mid Cap Index Admiral Mutual Fund ** 13 Vanguard Group Growth Index Admiral Mutual Fund | — | — | — | $28K | 1.0% | |
| Participant Loans to participants, bearing interest from 8.75% to 9.00% | — | — | — | $19K | 0.7% | |
| Vanguard Group Value Index Admiral Mutual Fund ** 13 Vanguard Group Small Cap Index Admiral Mutual Fund ** 151 Vanguard Group Extended Market Index Mutual Fund | — | — | — | $18K | 0.7% | |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund ** 17 Vanguard Group Mid Cap Value Index Admiral Mutual Fund ** 19 Vanguard Group Small Cap Growth Index Admiral Mutual Fund | — | — | — | $16K | 0.6% | |
| Vanguard Telecom Services Index Admiral Mutual Fund ** 16 Vanguard Information Technology Index Admiral Mutual Fund | — | — | — | $16K | 0.6% | |
| Vanguard European Stock Index Admiral Mutual Fund | — | — | — | $16K | 0.6% | |
| Vanguard Group Reserve Fed Money Market Fund Mutual Fund ** 7 Vanguard Specialized Dividend Appreciation Index Adm Mutual Fund ** 14 Vanguard Group FTSE Social Index Admiral Mutual Fund | — | — | — | $10K | 0.4% | |
| Vanguard Group Short-Term Bond Index Admiral Mutual Fund | — | — | — | $8K | 0.3% | |
| Vanguard Energy Index Admiral Mutual Fund ** 15 Vanguard Group Large Cap Index Fund Admiral Mutual Fund | — | — | — | $8K | 0.3% | |
| Vanguard Group Total Instl Stock Index Admiral Mutual Fund | — | — | — | $6K | 0.2% |
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