How big is Flock Freight Inc.'s plan?

Flock Freight Inc.'s plan reported $18.6M in assets and 236 participants for 2024.

Original filing (PDF)20250721183634NAL0004697522001

Flock Freight Inc.

Name: Flock Freight Inc. — Flock Freight, Inc. Retirement, Form 5500 (2024)
Creator: Flock Freight Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Flock Freight, Inc. Retirement Trust

401(k) retirement plan · Flock Freight Inc.'s Flock Freight, Inc. Retirement Trust held $18.6M in plan assets for 236 participants in 2024, with Betterment as recordkeeper.

Signals · 1

28% in single holding

Active participants

236

Accounts w/ balance

392

Plan assets (EOY)

$18.6M

Net assets (EOY)

$18.6M

People on this filing

Vince BYRD signed Flock Freight Inc.'s 2024 Form 5500 as plan administrator.

Vince BYRD — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Flock Freight Inc.'s EIN is 47-3286981.

EIN 47-3286981

Plan number 001

Plan year 2024

ACK ID 20250721183634NAL0004697522001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Flock Freight Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Flock Freight Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FLOCK FREIGHT INC..

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How this plan invests

This plan

57 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

FLOCK FREIGHT INC.

EIN

all filings

Address

701 S. COAST HWY · ENCINITAS, CA · 92024

Phone

(858) 345-9341

Industry

Professional & Technical Services

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

2025-07-21

Pension benefit codes

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)

2S · Automatic enrollment

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
BETTERMENT FOR BUSINESS, LLC	47-4872674	NEW YORK, NY	RECORDKEEPER	$30K	—

Investments

57 direct securities· $17.9M(96% of reported assets)

Mutual Funds

$10.9M

23 holdings

Other securities

$4.1M

31 holdings

Common Collective Trusts

$2.9M

2 holdings

U.S. Treasuries

$12K

1 holding

					% of plan
Vanguard Total Stock Market ETF	Mutual Funds	—	—	$5.0M	26.7%
Vanguard FTSE Developed Markets	Mutual Funds	—	—	$3.8M	20.2%
State Street SPDR Portfolio S&P 500 ETF	Common Collective Trusts	—	—	$2.9M	15.6%
Vanguard FTSE Emerging Markets	Mutual Funds	—	—	$1.4M	7.5%
iShares Core Total US Bond Market ETF	Other securities	—	—	$1.2M	6.4%
State Street SPDR Portfolio S&P 400 Mid Cap	Other securities	—	—	$860K	4.6%
State Street SPDR Portfolio S&P 600 Small Cap ETF	Other securities	—	—	$654K	3.5%
Goldman Sachs Goldman Sachs ActiveBeta US Large Cap Equity	Other securities	—	—	$437K	2.3%
Vanguard Total International Bond ETF	Mutual Funds	—	—	$250K	1.3%
iShares Emerging Markets USD Bond ETF	Other securities	—	—	$224K	1.2%
Goldman Sachs Goldman Sachs ActiveBeta International Equity	Other securities	—	—	$110K	0.6%
Vanguard Value ETF	Mutual Funds	—	—	$99K	0.5%
Vanguard Mid-Cap Value ETF	Mutual Funds	—	—	$93K	0.5%
State Street SPDR S&P Kensho New Economies Composite ETF	Other securities	—	—	$75K	0.4%
Vanguard Small-Cap Value ETF	Mutual Funds	—	—	$73K	0.4%
Goldman Sachs Goldman Sachs ActiveBeta Europe Equity ETF	Other securities	—	—	$63K	0.3%
iShares ESG Aware MSCI USA ETF	Other securities	—	—	$63K	0.3%
Vanguard Dividend Appreciation ETF	Mutual Funds	—	—	$63K	0.3%
iShares MSCI ACWI Low Carbon Target ETF	Other securities	—	—	$62K	0.3%
maturing through November 2029 -	Other securities	—	—	$49K	0.3%
Vanguard U.S. Large-cap Growth Equity ETF	Mutual Funds	—	—	$47K	0.3%
Goldman Sachs Goldman Sachs ActiveBeta Emerging Markets Equity	Other securities	—	—	$45K	0.2%
JPMorgan Ultra-Short Income	Other securities	—	—	$36K	0.2%
iShares 0-5 Year TIPS Bond ETF	Other securities	—	—	$33K	0.2%
Goldman Sachs Goldman Sachs TreasuryAccess 01 Year ETF	Other securities	—	—	$30K	0.2%
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF	Common Collective Trusts	—	—	$28K	0.2%
iShares ESG Aware MSCI EAFE ETF	Other securities	—	—	$28K	0.2%
Goldman Sachs Goldman Sachs ActiveBeta US Small Cap Equity ETF	Other securities	—	—	$25K	0.1%
Goldman Sachs Goldman Sachs ActiveBeta Japan Equity ETF	Other securities	—	—	$25K	0.1%
Charles Schwab U.S. REIT ETF	Mutual Funds	—	—	$20K	0.1%
Dimensional US Large Cap Value ETF	Mutual Funds	—	—	$18K	<0.1%
Goldman Sachs Goldman Sachs Access Investment Grade Corporate Bond ETF	Other securities	—	—	$16K	<0.1%
TCW Transform 500 ETF	Other securities	—	—	$15K	<0.1%
Goldman Sachs Goldman Sachs Access U.S. Aggregate Bond ETF	Other securities	—	—	$14K	<0.1%
Dimensional U.S. Core Equity 2 ETF	Mutual Funds	—	—	$14K	<0.1%
iShares ESG Aware MSCI EM ETF	Other securities	—	—	$14K	<0.1%
iShares Trust iShares USD Green Bond ETF	Other securities	—	—	$13K	<0.1%
Vanguard LongTerm Government Bond	U.S. Treasuries	—	—	$12K	<0.1%
Invesco QQQ Trust	Mutual Funds	—	—	$11K	<0.1%
iShares ESG Aware MSCI USA Small-Cap ETF	Other securities	—	—	$11K	<0.1%
Goldman Sachs Goldman Sachs Access Emerging Markets USD Bond ETF	Other securities	—	—	$11K	<0.1%
Dimensional U.S. Targeted Value ETF	Mutual Funds	—	—	$11K	<0.1%
Xtrackers USD High Yield Corporate Bond	Other securities	—	—	$9K	<0.1%
Dimensional International Small Cap Value ETF	Mutual Funds	—	—	$8K	<0.1%
State Street SPDR MSCI EAFE Fossil Fuel Free ETF	Other securities	—	—	$8K	<0.1%
Dimensional US Real Estate ETF	Mutual Funds	—	—	$7K	<0.1%
Dimensional International Core Equity 2 ETF	Mutual Funds	—	—	$6K	<0.1%
Dimensional Core Fixed Income ETF	Mutual Funds	—	—	$6K	<0.1%
iShares ESG Aware U.S. Aggregate Bond ETF	Other securities	—	—	$5K	<0.1%
Vanguard Global ex-U.S. Real Estate ETF	Mutual Funds	—	—	$5K	<0.1%