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Original filing (PDF)20251007144015NAL0002750915001
POPOUT, INC. DBA SHIPPO
Form 5500
FILING_RECEIVED
SHIPPO 401(K)PLAN
401(k) retirement plan
Signals · 1
54% in single holding
Active participants
143
Accounts w/ balance
277
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
How this plan invests
This plan
17 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Fund" is 54% of plan.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POPOUT, INC. DBA SHIPPO.
Plan sponsor
Name
POPOUT, INC. DBA SHIPPO
EIN
33-1229535
Address
731 MARKET STREET · 200 · SAN FRANCISCO, CA · 94103
Phone
(415) 741-9393
Industry
Admin Support & Waste Mgmtsee 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
FRANK, RIMERMAN & CO., 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 | $9K | — |
Investments
17 direct securities· $13.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $7.1M | 53.8% | |
| Fidelity Total International Index Fund | — | — | — | $2.7M | 20.3% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $971K | 7.4% | |
| Fidelity Freedom Index 2050 Fund Investor Class | — | — | — | $728K | 5.5% | |
| Fidelity Real Estate Index Fund | — | — | — | $666K | 5.1% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $203K | 1.5% | |
| Fidelity Freedom Index 2055 Fund Investor Class | — | — | — | $143K | 1.1% | |
| Fidelity Extended Market Index Fund | — | — | — | $136K | 1.0% | |
| Brokeragelink Account Units | — | — | — | $132K | 1.0% | |
| Fidelity Freedom Index 2040 Fund Investor Class | — | — | — | $108K | 0.8% | |
| Participant loans receivable - 3 loans outstanding with interest rates ranging from 8.25% to 8.50% - | — | — | — | $74K | 0.6% | |
| Vanguard Cash Reserves Federal Money Market Fund | — | — | — | $54K | 0.4% | |
| Fidelity Freedom Index 2045 Fund Investor Class | — | — | — | $44K | 0.3% | |
| Fidelity Freedom Index 2035 Fund Investor Class | — | — | — | $39K | 0.3% | |
| Fidelity Large Cap Value Index Fund | — | — | — | $38K | 0.3% | |
| Fidelity Freedom Index 2060 Fund Investor Class | — | — | — | $28K | 0.2% | |
| Brokeragelink Account Common Stock | — | — | — | $6K | <0.1% |
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