How big is Gaggle NET Inc.'s plan?

Gaggle NET Inc.'s plan reported $10.9M in assets and 157 participants for 2024.

Original filing (PDF)20250811074902NAL0003834739001

Gaggle NET Inc.

Name: Gaggle NET Inc. — Gaggle NET Inc. 401(k) Profit, Form 5500 (2024)
Creator: Gaggle NET Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Gaggle NET Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Gaggle NET Inc.'s Gaggle NET Inc. 401(k) Profit Sharing Plan & Trust held $10.9M in plan assets for 157 participants in 2024.

Signals · 2

No recordkeeper disclosedSelf-directed brokerage offered

Active participants

157

Accounts w/ balance

206

Plan assets (EOY)

$10.9M

Net assets (EOY)

$10.9M

People on this filing

Anthony M. Ward ESQ. signed Gaggle NET Inc.'s 2024 Form 5500 as plan administrator.

Anthony M. Ward ESQ. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Gaggle NET Inc.'s EIN is 04-3602422.

EIN 04-3602422

Plan number 001

Plan year 2024

ACK ID 20250811074902NAL0003834739001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gaggle NET Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gaggle NET Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

GAGGLE NET INC

EIN

all filings

Address

5050 QUORUM DR STE 700 · DALLAS, TX · 752541410

Phone

(309) 665-0572

Industry

Software Publishers· Information / Tech / Media

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-11

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)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
ERISA FIDUCIARY SERVICES, INC.	47-1637791	HAUPPAUGE, NY	CONTRACT ADMINISTRATOR	$5K	—

Investments

33 direct securities· $10.7M(98% of reported assets)

Mutual Funds

$8.0M

19 holdings

Common Collective Trusts

$2.3M

11 holdings

Other securities

$389K

2 holdings

Self-Directed Brokerage

$28K

1 holding

					% of plan
American Funds 2040 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$1.2M	11.1%
American Funds 2045 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$1.1M	10.1%
Vanguard 500 Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$1.1M	9.9%
American Funds Moderate Growth and Income Mutual fund ** 754 American Funds 2055 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$1.0M	9.3%
American Funds 2050 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$1.0M	9.2%
American Funds 2035 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$964K	8.8%
American Funds 2060 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$704K	6.4%
Schwab Total Stock Market Index Fund Mutual fund	Common Collective Trusts	—	—	$559K	5.1%
Franklin DynaTech Fund Class R6 Mutual fund	Mutual Funds	—	—	$486K	4.4%
American Funds 2030 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$445K	4.1%
Parnassus Endeavor Fund Institutional Shares Mutual fund	Other securities	—	—	$336K	3.1%
American Funds 2010 Target Date Retirement Fund Mutual fund 695 American Funds 2015 Target Date Retirement Fund Mutual fund 702 American Funds 2020 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$243K	2.2%
Fidelity Four in One Index Mutual fund	Mutual Funds	—	—	$224K	2.0%
Vanguard Federal Money Market Fund Investor Shares Mutual fund	Mutual Funds	—	—	$159K	1.5%
TIAA-CREF Small Cap Blend Index Fund Institutional Class Mutual fund	Common Collective Trusts	—	—	$150K	1.4%
Vanguard Mid Cap Growth Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$131K	1.2%
Vanguard Mid Cap Value Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$115K	1.1%
DFA International Core Equity Portfolio Institutional Mutual fund	Mutual Funds	—	—	$106K	1.0%
Vanguard Intermediate Term Bond Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$80K	0.7%
American Funds 2065 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$71K	0.6%
American Funds EuroPacific Growth Fund Class R6 Mutual fund	Mutual Funds	—	—	$64K	0.6%
Vanguard Small Cap Value Index Fund Mutual fund	Common Collective Trusts	—	—	$58K	0.5%
Vanguard Explorer Fund Admiral Mutual fund	Mutual Funds	—	—	$56K	0.5%
Vanguard Real Estate Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$55K	0.5%
American Funds New Perspective Fund Class R6 Mutual fund	Mutual Funds	—	—	$54K	0.5%
Parnassus Core Equity Fund International Fund Mutual fund	Other securities	—	—	$52K	0.5%
Vanguard Mid Cap Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$43K	0.4%
TIAA-CREF International Equity Index Fund Institutional Mutual fund	Common Collective Trusts	—	—	$33K	0.3%
Vanguard Equity Income Fund Admiral Mutual fund	Mutual Funds	—	—	$33K	0.3%
Self-Directed Brokerage Accounts Mutual funds	Self-Directed Brokerage	—	—	$28K	0.3%
American Funds 2025 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$17K	0.2%
Vanguard Value Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$11K	0.1%
Vanguard Wellesley Income Admiral Mutual fund	Mutual Funds	—	—	$10K	<0.1%