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Original filing (PDF)20260217093707NAL0006648531001

DRIP GLOBAL, INC.

Form 5500
FILING_RECEIVED
DRIP GLOBAL, INC. 401K PLAN
401(k) retirement plan
Signals · 1
Late filing · 14.7 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
86
/ 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
75
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
  • Filed 14.7 months past the 10.5-month grace window.
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 DRIP GLOBAL, INC..
Plan sponsor
Name
DRIP GLOBAL, INC.
EIN
26-3861881
Address
123 N 3RD STREET · SUITE 400 · MINNEAPOLIS, MN · 55401
Phone
(602) 369-2003
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-01-10
Filed
2026-02-17
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
REDPATH AND COMPANY, LLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

No Schedule C providers reported

Investments

28 direct securities· $5.0M
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Vanguard Target Retirement 2055 Investor Mutual Fund$1.2M23.8%
Vanguard Target Retirement 2050 Investor Mutual Fund$1.2M23.1%
Vanguard Target Retirement 2045 Investor Mutual Fund$740K14.8%
Vanguard Total Stock Market Index Admiral Mutual Fund$547K11.0%
Vanguard Total International Stock Index Admiral Mutual Fund$257K5.2%
Vanguard Target Retirement 2040 Investor Mutual Fund$159K3.2%
Vanguard 500 Index Admiral Mutual Fund$102K2.1%
Vanguard Target Retirement 2060 Investor Mutual Fund$102K2.0%
Vanguard Total International Bond Index Admiral Mutual Fund$90K1.8%
Vanguard Target Retirement 2035 Investor Mutual Fund$77K1.5%
Vanguard Emerging Markets Stock Index Admiral Mutual Fund$71K1.4%
Vanguard Growth Index Admiral Mutual Fund$69K1.4%
Vanguard Target Retirement 2030 Investor Mutual Fund$68K1.4%
Vanguard Value Index Admiral Mutual Fund$65K1.3%
Vanguard Mid Cap Growth Index Admiral Mutual Fund$53K1.1%
Vanguard Total Bond Market Index Admiral Mutual Fund$31K0.6%
Vanguard Mid Cap Index Admiral Mutual Fund$29K0.6%
Vanguard Small Cap Value Index Admiral Mutual Fund$28K0.6%
Vanguard Small Cap Growth Index Admiral Mutual Fund$27K0.5%
Vanguard Mid Cap Value Index Fund Mutual Fund$26K0.5%
Vanguard Federal Money Market Investor Money Market$23K0.5%
Notes receivable from participants Interest rate at 7.25%$21K0.4%
Vanguard Small Cap Index Admiral Mutual Fund$15K0.3%
Vanguard Target Retirement 2025 Investor Mutual Fund$12K0.2%
Vanguard Real Estate Index Admiral Mutual Fund$10K0.2%
Vanguard Balanced Index Admiral Mutual Fund$8K0.2%
Vanguard Target Retirement 2020 Investor Mutual Fund$7K0.1%
Vanguard Short Term Bond Index Admiral Mutual Fund$7K0.1%

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