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Original filing (PDF)20251014110848NAL0003744784001
INTELLISWIFT SOFTWARE INC
Form 5500
FILING_RECEIVED
INTELLISWIFT SOFTWARE 401(K) PLAN
401(k) retirement plan
Signals · 2
36% in single holdingNo recordkeeper disclosed
Active participants
174
Accounts w/ balance
220
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
82
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund Admiral Shares Registered Investment Company" is 36% of plan.
- No recordkeeper disclosed on Schedule C.
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 INTELLISWIFT SOFTWARE INC.
Plan sponsor
Name
INTELLISWIFT SOFTWARE INC
EIN
94-3409003
Address
39600 BALENTINE DR. · SUITE 200 · NEWARK, CA · 94560
Phone
(510) 695-2632
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
20 direct securities· $1.4M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Registered Investment Company | — | — | — | $519K | 34.7% | |
| Vanguard Developed Markets Index Fund Admiral Shares Registered Investment Company | — | — | — | $219K | 14.7% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Registered Investment Company | — | — | — | $193K | 12.9% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Registered Investment Company | — | — | — | $118K | 7.9% | |
| Vanguard Growth Index Fund Admiral Shares Registered Investment Company | — | — | — | $73K | 4.9% | |
| Vanguard Total International Bond Index Fund Admiral Shares Registered Investment Company | — | — | — | $71K | 4.7% | |
| Vanguard 500 Index Fund Admiral Shares Registered Investment Company | — | — | — | $68K | 4.5% | |
| Registered Investment Companies Vanguard Real Estate Index Fund Admiral Shares Registered Investment Company | — | — | — | $56K | 3.7% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Registered Investment Company ** 908 Vanguard Information Technology Index Fund Admiral Shares Registered Investment Company | — | — | — | $40K | 2.7% | |
| Participant Loans Interest Rates at (9.00% - 9.50%) | — | — | — | $28K | 1.9% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares Registered Investment Company | — | — | — | $15K | 1.0% | |
| Vanguard Federal Money Market Fund Registered Investment Company | — | — | — | $9K | 0.6% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Registered Investment Company ** 51 Vanguard Extended Market Index Fund Admiral Shares Registered Investment Company | — | — | — | $7K | 0.5% | |
| Vanguard FTSE Social Index Fund Admiral Shares Registered Investment Company | — | — | — | $7K | 0.5% | |
| Vanguard Communication Services Index Fund Admiral Shares Registered Investment Company | — | — | — | $4K | 0.3% | |
| Vanguard Small-Cap Index Fund Admiral Shares Registered Investment Company | — | — | — | $3K | 0.2% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Registered Investment Company | — | — | — | $2K | 0.1% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Registered Investment Company | — | — | — | $2K | 0.1% | |
| Vanguard Large-Cap Index Fund Admiral Shares Registered Investment Company | — | — | — | $1K | <0.1% | |
| Vanguard Utilities Index Fund Admiral Shares Registered Investment Company | — | — | — | $1K | <0.1% |
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