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Original filing (PDF)20251010100441NAL0012282960001
ROADIE, INC.
Form 5500
FILING_RECEIVED
ROADIE 401(K) PLAN
401(k) retirement plan
Signals · 1
44% in single holding
Active participants
279
Accounts w/ balance
325
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
78
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Mkt Idx Adm Mutual Fund" is 44% of plan.
Helping the score
- Below-peer total fees (25 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROADIE, INC..
Plan sponsor
Name
ROADIE, INC.
EIN
32-0438580
Address
7778 MCGINNIS FERRY RD. · #270 · SUWANEE, GA · 30024
Phone
(404) 451-3263
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-10-10
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)
Audit & trust (Schedule H)
Auditor
WILLIAMS BENATOR & LIBBY, LLP
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 | $23K | — |
Investments
27 direct securities· $9.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm Mutual Fund | — | — | — | $4.0M | 43.7% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | — | — | — | $2.3M | 25.7% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | — | — | — | $794K | 8.7% | |
| Vanguard Real Estate Index Admiral Mutual Fund | — | — | — | $638K | 7.0% | |
| Vanguard Total Intl Bd IDX Admiral Mutual Fund | — | — | — | $353K | 3.9% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $345K | 3.8% | |
| Vanguard Growth Index Admiral Mutual Fund | — | — | — | $107K | 1.2% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual Fund | — | — | — | $87K | 1.0% | |
| Vanguard Developed Markets Index Admiral Mutual Fund | — | — | — | $83K | 0.9% | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm Mutual Fund | — | — | — | $71K | 0.8% | |
| with maturities ranging from September 2025 through November 2029 | — | — | — | $41K | 0.4% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $37K | 0.4% | |
| Vanguard Value Index Adm Mutual Fund | — | — | — | $32K | 0.4% | |
| Party-in Identity of Issuer, Borrower, Lessor, or Interest, Collateral, Current Interest Similar Party Par, or Maturity Value * Matrix Trust Company Cash | — | — | — | $32K | 0.3% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund | — | — | — | $29K | 0.3% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | — | — | — | $28K | 0.3% | |
| DFA International Core Equity I Mutual Fund | — | — | — | $26K | 0.3% | |
| Vanguard FTSE Social Index Fund Admiral Shares Mutual Fund | — | — | — | $16K | 0.2% | |
| DFA Emerging Markets Small Cap I Mutual Fund | — | — | — | $16K | 0.2% | |
| Party-in Identity of Issuer, Borrower, Lessor, or Interest, Collateral, Current Interest Similar Party Par, or Maturity Value Vanguard Small Cap Value Index Admiral Mutual Fund | — | — | — | $12K | 0.1% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Fund | — | — | — | $10K | 0.1% | |
| Banc Master Deposit Account A Money Market Cash | — | — | — | $7K | <0.1% | |
| DFA Emerging Markets Value I Mutual Fund | — | — | — | $7K | <0.1% | |
| DFA International Value I Mutual Fund 789 Nuveen Core Impact Bond Fund Retirement Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard Short-Term Bond Index Adm Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Interm-Term Bond Index Adm Mutual Fund | — | — | — | $1K | <0.1% |
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