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Original filing (PDF)20250729144046NAL0002953009001
1661, INC. DBA GOAT
Form 5500
FILING_RECEIVED
GOAT 401(K) PLAN
401(k) retirement plan
Active participants
935
Accounts w/ balance
1,066
Plan assets (EOY)
$34.8M
Net assets (EOY)
$34.8M
How this plan invests
This plan
31 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 1661, INC. DBA GOAT.
Plan sponsor
Name
1661, INC. DBA GOAT
EIN
27-1171406
Address
3433 W. EXPOSITION PLACE · LOS ANGELES, CA · 90018
Phone
(626) 298-0172
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
2025-07-29
Pension benefit codes
3F · Sponsor used leased employees
2T · Default investment account (QDIA)
2J · 401(k) feature
2S · Automatic enrollment
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $131K | — |
Investments
31 direct securities· $34.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Institutional Premium Class Mutual Fund | — | — | — | $6.6M | 19.1% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $6.0M | 17.2% | |
| Fidelity Freedom Index 2050 Institutional Premium Class Mutual Fund | — | — | — | $5.0M | 14.4% | |
| Fidelity Freedom Index 2060 Institutional Premium Class Mutual Fund | — | — | — | $4.4M | 12.6% | |
| Fidelity Freedom Index 2045 Institutional Premium Class Mutual Fund | — | — | — | $2.7M | 7.6% | |
| Fidelity Large Cap Growth Index Mutual Fund | — | — | — | $2.6M | 7.3% | |
| Fidelity Total Market Index Mutual Fund | — | — | — | $1.4M | 4.0% | |
| Fidelity Freedom Index 2065 Institutional Premium Class Mutual Fund | — | — | — | $1.3M | 3.8% | |
| Fidelity Freedom Index 2040 Institutional Premium Class Mutual Fund | — | — | — | $1.3M | 3.6% | |
| Fidelity Freedom Index 2035 Institutional Premium Class Mutual Fund | — | — | — | $505K | 1.5% | |
| Fidelity International Index Mutual Fund | — | — | — | $469K | 1.3% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | — | — | — | $409K | 1.2% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $364K | 1.0% | |
| Fidelity Mid Cap Growth Index Mutual Fund | — | — | — | $269K | 0.8% | |
| Fidelity Small Cap Growth Index Mutual Fund | — | — | — | $210K | 0.6% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $199K | 0.6% | |
| Fidelity Large Cap Value Index Mutual Fund | — | — | — | $177K | 0.5% | |
| Fidelity Freedom Index 2030 Institutional Premium Class Mutual Fund | — | — | — | $160K | 0.5% | |
| Fidelity Real Estate Index Mutual Fund | — | — | — | $147K | 0.4% | |
| Fidelity Freedom Index 2025 Institutional Premium Class Mutual Fund | — | — | — | $120K | 0.3% | |
| Fidelity Small Cap Value Index Mutual Fund | — | — | — | $103K | 0.3% | |
| Fidelity Government Money Market K6 Mutual Fund | — | — | — | $92K | 0.3% | |
| Voya Intermediate Bond Fund Class R6 Mutual Fund | — | — | — | $89K | 0.3% | |
| Fidelity Emerging Markets Index Mutual Fund | — | — | — | $78K | 0.2% | |
| Fidelity Mid Cap Value Index Mutual Fund | — | — | — | $57K | 0.2% | |
| Fidelity Freedom Index 2010 Institutional Premium Class Mutual Fund | — | — | — | $51K | 0.1% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $47K | 0.1% | |
| Fidelity Freedom Index INC Institutional Premium Class Mutual Fund | — | — | — | $41K | 0.1% | |
| Fidelity Freedom Index 2020 Institutional Premium Class Mutual Fund | — | — | — | $5K | <0.1% | |
| Fidelity Freedom Index 2015 Institutional Premium Class Mutual Fund | — | — | — | $2K | <0.1% | |
| Fidelity Freedom Index 2070 Institutional Premium Class Mutual Fund | — | — | — | $2K | <0.1% |
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