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Original filing (PDF)20250821154807NAL0004301297001
COMPARENETWORKS, INC.
Form 5500
FILING_RECEIVED
COMPARENETWORKS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
120
Accounts w/ balance
160
Plan assets (EOY)
$17.6M
Net assets (EOY)
$17.6M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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 COMPARENETWORKS, INC..
Plan sponsor
Name
COMPARENETWORKS, INC.
EIN
94-3350997
Address
660 4TH ST #320 · SAN FRANCISCO, CA · 94107
Phone
(650) 206-8195
Industry
Information / Tech / Mediasee 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
2025-08-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BST & CO. CPAS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | — | MINNEAPOLIS, MN | NONE | $33K | — |
| BST & CO. CPA'S LLP | — | LATHAM, NY | NONE | $8K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $2K | — |
Investments
33 direct securities · 1 pooled fund· $17.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$17.6M
33 holdings
Common Collective Trust
$96K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2035 Mutual Fund | — | — | — | $2.5M | 14.3% | |
| T. ROWE PRICE BLUE CHIP GROWTH Mutual Fund | — | — | — | $1.9M | 10.8% | |
| T. ROWE PRICE RETIREMENT 2030 Mutual Fund | — | — | — | $1.7M | 9.9% | |
| T. ROWE PRICE RETIREMENT 2040 Mutual Fund | — | — | — | $1.5M | 8.5% | |
| T. ROWE PRICE RETIREMENT 2025 Mutual Fund | — | — | — | $1.4M | 7.7% | |
| Identity of Issue, Borrower, Rate of Interest, Collateral, (d) Current of Party Lessor, or Similar Party and Par, or Maturity Value Cost (1) Value * T. ROWE PRICE EQUITY INDEX 500 Mutual Fund | — | — | — | $1.2M | 6.7% | |
| T. ROWE PRICE VALUE Mutual Fund | — | — | — | $795K | 4.5% | |
| T. ROWE PRICE RETIREMENT 2045 Mutual Fund | — | — | — | $572K | 3.2% | |
| T. ROWE PRICE RETIREMENT 2050 Mutual Fund | — | — | — | $518K | 2.9% | |
| COLUMBIA SMALL CAP INDEX INSTITUTIONAL CLASS Mutual Fund | — | — | — | $403K | 2.3% | |
| JPMORGAN MID-CAP GROWTH Mutual Fund | — | — | — | $388K | 2.2% | |
| FIDELITY INTERNATIONAL INDEX Mutual Fund | — | — | — | $376K | 2.1% | |
| T. ROWE PRICE RETIREMENT 2060 Mutual Fund | — | — | — | $370K | 2.1% | |
| T. ROWE PRICE GLOBAL TECHNOLOGY Mutual Fund | — | — | — | $364K | 2.1% | |
| FIDELITY MID-CAP Mutual Fund | — | — | — | $335K | 1.9% | |
| AMERICAN FUNDS NEW WORLD Mutual Fund | — | — | — | $330K | 1.9% | |
| DFA US TARGETED VALUE PORTFOLIO Mutual Fund | — | — | — | $324K | 1.8% | |
| MFS INTERNATIONAL INTRINSIC VALUE Mutual Fund | — | — | — | $299K | 1.7% | |
| T. ROWE PRICE RETIREMENT 2055 Mutual Fund | — | — | — | $292K | 1.7% | |
| PIMCO INCOME INSTITUTIONAL CLASS Mutual Fund | — | — | — | $284K | 1.6% | |
| JPMORGAN SMALL CAP GROWTH Mutual Fund | — | — | — | $233K | 1.3% | |
| T. ROWE PRICE RETIREMENT 2020 Mutual Fund | — | — | — | $231K | 1.3% | |
| MFS Mid Cap Value Mutual Fund | — | — | — | $212K | 1.2% | |
| PGIM HIGH-YIELD Mutual Fund | — | — | — | $192K | 1.1% | |
| T. ROWE PRICE RETIREMENT 2065 Mutual Fund 40 PIMCO INTERNATIONAL BOND FUND INSTITUTIONAL CLASS Mutual Fund | — | — | — | $143K | 0.8% | |
| Nuveen Real Estate Mutual Fund | — | — | — | $139K | 0.8% | |
| Participant Notes (2) 3.25%-8.50% | — | — | — | $114K | 0.6% | |
| T. ROWE PRICE RETIREMENT BALANCED Mutual Fund | — | — | — | $111K | 0.6% | |
| T. ROWE PRICE STABLE VALUE E T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $96K | 0.5% | |
| INVESCO GLOBAL Mutual Fund | — | — | — | $83K | 0.5% | |
| PARNASSUS QUITY INCOME Mutual Fund | — | — | — | $77K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2010 Mutual Fund | — | — | — | $61K | 0.3% | |
| T. ROWE PRICE GOVERNMENT MONEY INV. Money Market Fund | — | — | — | $45K | 0.3% | |
| PARAMETRIC COMMODITY STRATEGY Mutual Fund | — | — | — | $30K | 0.2% |
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