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Original filing (PDF)20250723111138NAL0010110370001
FETCH PACKAGE INC.
Form 5500
FILING_RECEIVED
FETCH PACKAGE 401(K) PLAN
401(k) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
322
Accounts w/ balance
361
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
How this plan invests
This plan
1 pooled trust
Schedule D
20 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "s * Voya Life Insurance and BlackRock Equity Index Fund Class 1 N/R" is 29% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (32 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FETCH PACKAGE INC..
Plan sponsor
Name
FETCH PACKAGE INC.
EIN
81-2791550
Address
816 CONGRESS AVE. · SUITE 1120 · AUSTIN, TX · 78701
Phone
(704) 560-8802
Industry
Transportation & Warehousingsee 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
2025-07-23
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES AND ASSOCIATES INC. | 59-1237041 | — | SERVICE PROVIDER | $9K | — |
Investments
20 direct securities · 1 pooled fund· $5.3M(100% 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.
Pooled Separate Account
$2.6M
1 holding
Uncategorized
$1.9M
19 holdings
Pooled Separate Accounts
$765K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT VOYA LIFE INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.6M | 100.0% | |
| s * Voya Life Insurance and BlackRock Equity Index Fund Class 1 N/R | Pooled Separate Accounts | — | — | $765K | 28.9% | |
| Annuity Company * Voya Life Insurance and MyWayRetirement Index 2060 Fund Class R N/R | — | — | — | $291K | 11.0% | |
| Annuity Company * Voya Life Insurance and MyWayRetirement Index 2055 Fund Class R N/R | — | — | — | $272K | 10.3% | |
| Annuity Company * Voya Life Insurance and MyWayRetirement Index 2050 Fund Fee Class R N/R | — | — | — | $246K | 9.3% | |
| Annuity Company * Voya Life Insurance and MyWayRetirement Index 2065 Fund Fee Class R N/R | — | — | — | $226K | 8.5% | |
| Annuity Company * Voya Life Insurance and BlackRock EAFE Equity Index Fund Class R N/R | — | — | — | $216K | 8.2% | |
| Annuity Company * Voya Life Insurance and MyWayRetirement Emerging Markets Fund Class N/R | — | — | — | $147K | 5.6% | |
| Annuity Company R * Voya Life Insurance and MyWayRetirement Large Cap Growth Fund Class N/R | — | — | — | $86K | 3.2% | |
| Annuity Company R * Voya Life Insurance and MyWayRetirement Small Cap Value Fund N/R | — | — | — | $70K | 2.6% | |
| Annuity Company * Voya Life Insurance and MyWayRetirement Index 2040 Fund N/R | — | — | — | $57K | 2.2% | |
| Annuity Company * Voya Life Insurance and MyWayRetirement Mid Cap Value Fund N/R | — | — | — | $56K | 2.1% | |
| Annuity Company * Voya Life Insurance and MyWayRetirement Index 2045 Fund N/R | — | — | — | $51K | 1.9% | |
| Annuity Company * Voya Life Insurance and MyWayRetirement Core Bond Fund CL R N/R | — | — | — | $43K | 1.6% | |
| Annuity Company * Voya Life Insurance and MyWayRetirement Global Bond Fund N/R | — | — | — | $41K | 1.6% | |
| Annuity Company * Voya Life Insurance and MyWayRetirement Index 2035 Fund Fee Class R N/R | — | — | — | $21K | 0.8% | |
| Annuity Company * Voya Life Insurance and iShares Russell 2000 Small-Cap Index Fund N/R | — | — | — | $15K | 0.6% | |
| Annuity Company * Voya Life Insurance and BlackRock U.S. Tips Index Fund Class 1 N/R | — | — | — | $14K | 0.5% | |
| Annuity Company * Voya Life Insurance and MyWayRetirement Index 2030 Fund Class R N/R | — | — | — | $12K | 0.5% | |
| Voya Life Insurance and BlackRock U.S. Debt Index Fund Class 1 N/R | — | — | — | $8K | 0.3% | |
| Annuity Company * Voya Life Insurance and MyWayRetirement Index Retirement Fund N/R | — | — | — | $5K | 0.2% |
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