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Original filing (PDF)20251015164138NAL0010361058001
AND GO CONCEPTS, LLC
Form 5500
FILING_RECEIVED
SALAD AND GO 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,503
Accounts w/ balance
199
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 13% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AND GO CONCEPTS, LLC.
Plan sponsor
Name
AND GO CONCEPTS, LLC
EIN
45-2824415
Address
8840 CYPRESS WATERS BLVD STE # 200 · COPPELL, TX · 75019
Phone
(480) 652-4082
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | — | TULSA, OK | TRUSTEE | $13K | — |
Investments
25 direct securities· $3.2M(100% of reported assets)
Uncategorized
$2.7M
24 holdings
Mutual Funds
$506K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Indx-Inst Prem Registered investment company | Mutual Funds | — | — | $506K | 15.6% | |
| Vanguard Tgt Rtmt 2045-Inv Registered investment company | — | — | — | $368K | 11.3% | |
| Vanguard Tgt Rtmt 2035-Inv Registered investment company | — | — | — | $329K | 10.1% | |
| Vanguard Tgt Rtmt 2060-Inv Registered investment company | — | — | — | $294K | 9.1% | |
| Vanguard Tgt Rtmt 2050-Inv Registered investment company | — | — | — | $250K | 7.7% | |
| Vanguard M/C Indx-Adm Registered investment company | — | — | — | $228K | 7.0% | |
| Vanguard Tgt Rtmt 2055-Inv Registered investment company | — | — | — | $165K | 5.1% | |
| T Rowe Grwth Stk-I Registered investment company | — | — | — | $154K | 4.8% | |
| Vanguard S/C Grwth Indx-Adm Registered investment company | — | — | — | $142K | 4.4% | |
| Vanguard Tgt Rtmt 2040-Inv Registered investment company | — | — | — | $138K | 4.2% | |
| Vanguard Tgt Rtmt 2030-Inv Registered investment company | — | — | — | $104K | 3.2% | |
| Vanguard Tgt Rtmt 2065-Inv Registered investment company | — | — | — | $89K | 2.7% | |
| Noninterest-bearing cash 40 * Notes receivable from participants Interest rates ranging from 9.75% to 10.50% | — | — | — | $78K | 2.4% | |
| American Beacon Intl Eq-R6 Registered investment company | — | — | — | $61K | 1.9% | |
| MFS Val-R6 Registered investment company | — | — | — | $52K | 1.6% | |
| Invesco Govt&agncy-Inst Money Market Account | — | — | — | $51K | 1.6% | |
| Amer Europacific Grwth-R6 Registered investment company | — | — | — | $43K | 1.3% | |
| Vanguard Tgt Rtmt 2020-Inv Registered investment company | — | — | — | $42K | 1.3% | |
| Amer Beacon S/C Val-R6 Registered investment company | — | — | — | $40K | 1.2% | |
| Vanguard Infl Prot Secs-Adm Registered investment company | — | — | — | $27K | 0.8% | |
| Vanguard S/T Bd Indx-Adm Registered investment company | — | — | — | $27K | 0.8% | |
| Vanguard Tgt Rtmt 2025-Inv Registered investment company | — | — | — | $22K | 0.7% | |
| Met West Tot Ret Bd-P Registered investment company | — | — | — | $20K | 0.6% | |
| Vanguard Tgt Rtmt Inc-Inv Registered investment company | — | — | — | $5K | 0.2% | |
| Vanguard Tgt Rtmt 2070-Inv Registered investment company | — | — | — | $5K | 0.2% |
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