Back to filter
Original filing (PDF)20251014125000NAL0002806353001
SUPERGOOP, LLC
Form 5500
FILING_RECEIVED
SUPERGOOP! 401(K) PLAN
401(k) retirement plan
Signals · 1
48% in single holding
Active participants
125
Accounts w/ balance
177
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
76
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Mkt Idx Adm Mutual Fund" is 48% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUPERGOOP, LLC.
Plan sponsor
Name
SUPERGOOP, LLC
EIN
20-0721515
Address
200 EAST GRAYSON STREET #112 · SAN ANTONIO, TX · 78215
Phone
(877) 564-7330
Industry
Retail Tradesee 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
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
HALLOWELL 401(K) ASSURANCE LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $16K | — |
Investments
19 direct securities· $2.7M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm Mutual Fund | — | — | — | $1.3M | 47.4% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | — | — | — | $720K | 26.1% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | — | — | — | $236K | 8.6% | |
| Vanguard Real Estate Index Admiral Mutual Fund | — | — | — | $194K | 7.0% | |
| Vanguard Total Intl Bd Idx Admiral Mutual Fund | — | — | — | $106K | 3.8% | |
| Vanguard Growth Index Admiral Mutual Fund | — | — | — | $41K | 1.5% | |
| Vanguard 500 Index Admiral Fund Mutual Fund | — | — | — | $21K | 0.8% | |
| Vanguard Short-Term Bond Index Adm Mutual Fund ** 1 b Vanguard Shrt-Term Infl-Prot Sec Idx Adm Mutual Fund | — | — | — | $19K | 0.7% | |
| BANC Master Deposit Account A Mutual Fund | — | — | — | $18K | 0.6% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual Fund | — | — | — | $9K | 0.3% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $6K | 0.2% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | — | — | — | $6K | 0.2% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund | — | — | — | $6K | 0.2% | |
| Vanguard FTSE Social Index Fund Admiralb Mutual Fund | — | — | — | $5K | 0.2% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | — | — | — | $4K | 0.2% | |
| Vanguard Value Index Adm Mutual Fund | — | — | — | $4K | 0.2% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual Fund | — | — | — | $4K | 0.2% | |
| Vanguard Interm-Term Bond Index Adm Mutual Fund | — | — | — | $4K | 0.1% | |
| Participant Loans to participants | — | — | — | $2K | <0.1% |
Related plans
Other plans using HUMAN INTEREST ADVISOR LLC
ROMAN HEALTH VENTURES, INC.
ROMAN 401(K) PLAN
$39.9M · 489 participants
FAIRE WHOLESALE, INC.
FAIRE 401(K) PLAN
$32.7M · 560 participants
REMARKABLE FOODS, INC.
REMARKABLE FOODS, INC. 401(K) PLAN
$23.2M · 2,005 participants
CODA PROJECT, INC.
CODA PROJECT 401(K) PLAN
$18.3M · 187 participants
ODDBALL, INC.
ODDBALL 401(K) PLAN
$17.0M · 311 participants
MODERN LIFE INC.
MODERN HEALTH 401(K) PLAN
$16.6M · 266 participants
Similar-size Retail Trade plans
NEMAT INTERNATIONAL, INC.
NEMAT INTERNATIONAL, INC. RETIREMENT PLAN
$2.7M · 36 participants
EDEN BEAUTY CONCEPTS, INC.
EUFORA INTERNATIONAL 401(K) PLAN
$2.7M · 43 participants
VITAL'S INTERNATIONAL GROUP
VITALS INTERNATIONAL GROUP 401(K) PROFIT SHARING PLAN
$2.8M · 60 participants
MAYVENN, INC.
MAYVENN 401(K) PLAN
$2.6M · 13 participants
FROMM INTERNATIONAL, LLC
FROMM INTERNATIONAL, LLC 401(K) PLAN
$2.9M · 57 participants
VITALS INTERNATIONAL GROUP
VITAL'S INTERNATIONAL GROUP CASH BALANCE PENSION PLAN
$2.9M · 57 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants