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Original filing (PDF)20250904160336NAL0016447057001
OFFERUP, INC.
Form 5500
FILING_RECEIVED
OFFERUP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
204
Accounts w/ balance
616
Plan assets (EOY)
$30.6M
Net assets (EOY)
$30.6M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OFFERUP, INC..
Plan sponsor
Name
OFFERUP, INC.
EIN
80-0645073
Address
1715 114TH AVENUE SE · BELLEVUE, WA · 98004
Phone
(844) 633-3787
Industry
Data Processing, Hosting· 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
2025-09-04
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)
Audit & trust (Schedule H)
Auditor
CLARK NUBER P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $8K | — |
Investments
24 direct securities · 1 pooled fund· $30.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$30.6M
24 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $6.2M | 20.3% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $6.1M | 19.9% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $4.7M | 15.5% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.8M | 9.3% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $2.5M | 8.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $2.1M | 6.9% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.2M | 3.9% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $978K | 3.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $723K | 2.4% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $579K | 1.9% | |
| JPMorgan Large Cap Growth R6 JPMorgan 0 | — | — | — | $495K | 1.6% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $354K | 1.2% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $307K | 1.0% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $230K | 0.8% | |
| Vanguard Explorer Adm Vanguard 0 | — | — | — | $208K | 0.7% | |
| Dodge & Cox Stock X Dodge & Cox 0 | — | — | — | $208K | 0.7% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $207K | 0.7% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $186K | 0.6% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $159K | 0.5% | |
| MFS International Equity R6 MFS 0 | — | — | — | $87K | 0.3% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $69K | 0.2% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $30K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $12K | <0.1% | |
| PGIM Total Return Bond R6 PGIM 0 | — | — | — | $11K | <0.1% | |
| INTERNATIONAL GROWTH II R1 GREAT GREY TRUST · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $0 | <0.1% |
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