How big is Plaid Enterprises, Inc.'s plan?

Plaid Enterprises, Inc.'s plan reported $37.8M in assets and 396 participants for 2024.

Original filing (PDF)20251005160600NAL0001520899001

Plaid Enterprises, Inc.

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

Form 5500

FILING_RECEIVED

Plaid Enterprises, Inc. 401(k) RET. SAV. Plan

401(k) retirement plan · Plaid Enterprises, Inc.'s Plaid Enterprises, Inc. 401(k) RET. SAV. Plan held $37.8M in plan assets for 396 participants in 2024, with Vanguard as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

396

Accounts w/ balance

505

Plan assets (EOY)

$37.8M

Net assets (EOY)

$37.8M

People on this filing

Paul J Tierney signed Plaid Enterprises, Inc.'s 2024 Form 5500 as plan administrator.

Paul J Tierney — 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

Plaid Enterprises, Inc.'s EIN is 58-1989103.

EIN 58-1989103

Plan number 001

Plan year 2024

ACK ID 20251005160600NAL0001520899001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Plaid Enterprises, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

43 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 16K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

PLAID ENTERPRISES, INC.

EIN

all filings

Address

3225 WESTECH DRIVE NW · PEACHTREE CORNERS, GA · 30092

Phone

(678) 291-8244

Industry

Manufacturing

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

2025-10-05

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$52K	—

Investments

43 direct securities · 1 pooled fund· $34.6M(92% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Mutual Funds

$25.8M

36 holdings

Common Collective Trust

$7.2M

1 holding

Other securities

$697K

3 holdings

Participant loans

$692K

1 holding

Common Collective Trusts

$267K

2 holdings

Pooled Separate Accounts

$3K

1 holding

					% of plan
VANGUARD RETIREMENT SAVINGS TRUST V VANGUARD RST FUNDS · EIN 23-2186884 / PN 010	Common Collective Trust	—	—	$7.2M	18.9%
Vanguard Institutional Index Instl Mutual Fund	Mutual Funds	—	—	$7.0M	18.5%
Vanguard Small-Cap Index Adm Mutual Fund	Mutual Funds	—	—	$3.6M	9.6%
Vanguard Total Intl Stock Index Adm Mutual Fund	Mutual Funds	—	—	$3.3M	8.8%
Vanguard Federal Money Market Inv Mutual Fund	Mutual Funds	—	—	$3.2M	8.4%
Vanguard U.S. Growth Adm Mutual Fund	Mutual Funds	—	—	$1.4M	3.6%
Vanguard Mid Cap Index Adm Mutual Fund	Mutual Funds	—	—	$1.2M	3.2%
ranging from January 2025 through December 2029	Other securities	—	—	$692K	1.8%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$692K	1.8%
Vanguard Target Retirement 2035 Fund Mutual Fund	Mutual Funds	—	—	$683K	1.8%
Vanguard Information Tech Index Adm Mutual Fund	Mutual Funds	—	—	$582K	1.5%
Vanguard Core Bond Adm Mutual Fund	Mutual Funds	—	—	$551K	1.5%
Vanguard Wellington Admiral Mutual Fund	Mutual Funds	—	—	$525K	1.4%
Vanguard International Growth Adm Mutual Fund	Mutual Funds	—	—	$459K	1.2%
Vanguard FTSE Social Index Adm Mutual Fund	Mutual Funds	—	—	$416K	1.1%
Vanguard Windsor II Adm Mutual Fund	Mutual Funds	—	—	$411K	1.1%
Vanguard Target Retirement Income Fund Mutual Fund	Mutual Funds	—	—	$356K	0.9%
Vanguard Equity Income Adm Mutual Fund	Mutual Funds	—	—	$288K	0.8%
Vanguard Growth and Income Adm Mutual Fund	Mutual Funds	—	—	$252K	0.7%
Vanguard Russell 1000 Growth ETF Mutual Fund	Common Collective Trusts	—	—	$246K	0.7%
Vanguard Target Retirement 2040 Fund Mutual Fund	Mutual Funds	—	—	$237K	0.6%
Vanguard Target Retirement 2050 Fund Mutual Fund	Mutual Funds	—	—	$235K	0.6%
Vanguard Target Retirement 2055 Fund Mutual Fund	Mutual Funds	—	—	$220K	0.6%
Vanguard Target Retirement 2045 Fund Mutual Fund	Mutual Funds	—	—	$171K	0.5%
Vanguard Energy Index Adm Mutual Fund	Mutual Funds	—	—	$129K	0.3%
Vanguard S&P Small-Cap 600 Index ETF Mutual Fund	Mutual Funds	—	—	$125K	0.3%
Vanguard Target Retirement 2060 Fund Mutual Fund	Mutual Funds	—	—	$123K	0.3%
Vanguard Target Retirement 2030 Fund Mutual Fund	Mutual Funds	—	—	$92K	0.2%
Vanguard High Yield Corp Adm Mutual Fund	Mutual Funds	—	—	$63K	0.2%
Vanguard Target Retirement 2025 Fund Mutual Fund	Mutual Funds	—	—	$51K	0.1%
Vanguard Target Retirement 2065 Fund Mutual Fund	Mutual Funds	—	—	$39K	0.1%
Vanguard Short-Term Federal Adm Mutual Fund	Mutual Funds	—	—	$26K	<0.1%
Vanguard Wellington Inv Mutual Fund	Mutual Funds	—	—	$26K	<0.1%
Vanguard Target Retirement 2020 Fund Mutual Fund	Mutual Funds	—	—	$24K	<0.1%
Vanguard Emerging Mkts Stock Idx Adm Mutual Fund	Common Collective Trusts	—	—	$21K	<0.1%
Vanguard Long-Term Investment Grade Adm Mutual Fund	Mutual Funds	—	—	$14K	<0.1%
Vanguard Wellesley Income Adm Mutual Fund	Mutual Funds	—	—	$10K	<0.1%
Vanguard Inflation-Protected Sec Adm Mutual Fund	Mutual Funds	—	—	$8K	<0.1%
(1) X This form is filed for a CCT, PSA, or MTIA.	Pooled Separate Accounts	—	—	$3K	<0.1%
performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither.	Other securities	—	$3K	$3K	<0.1%
Yes No Amount a	Other securities	—	—	$3K	<0.1%
Vanguard European Stock Index Inv Mutual Fund	Mutual Funds	—	—	$1K	<0.1%
Vanguard U.S. Minimum Volatility ETF Mutual Fund	Mutual Funds	—	—	$1K	<0.1%
Vanguard Target Retirement 2070 Fund Mutual Fund	Mutual Funds	—	—	$1K	<0.1%