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Original filing (PDF)20251003153758NAL0001579121001
SHIPWELL, INC.
Form 5500
FILING_RECEIVED
SHIPWELL, INC. 401(K) PLAN
401(k) retirement plan
Active participants
46
Accounts w/ balance
108
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHIPWELL, INC..
Plan sponsor
Name
SHIPWELL, INC.
EIN
81-3192507
Address
PO BOX 30372 · AUSTIN, TX · 78755
Phone
(650) 743-5758
Industry
Custom Computer Programming· Professional & Technical 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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
24 direct securities· $4.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 In | — | — | — | $989K | 22.0% | |
| T Rowe Price Retire 2055 | — | — | — | $748K | 16.6% | |
| T Rowe Price Retire 2030 | — | — | — | $572K | 12.7% | |
| T Rowe Price Retire 2050 | — | — | — | $473K | 10.5% | |
| T Rowe Price Retire 2045 | — | — | — | $369K | 8.2% | |
| T Rowe Price Retire 2035 | — | — | — | $264K | 5.9% | |
| T Rowe Price Retire 2060 | — | — | — | $251K | 5.6% | |
| American Funds AM Funds I ** 431 Fidelity Large Cap | — | — | — | $146K | 3.2% | |
| T Rowe Price Retire 2040 | — | — | — | $139K | 3.1% | |
| Fidelity American B ** 177 Fidelity Mid Cap | — | — | — | $118K | 2.6% | |
| Fidelity Intl I | — | — | — | $87K | 1.9% | |
| Fidelity S | — | — | — | $62K | 1.4% | |
| JP Morgan JP Morgan E | — | — | — | $57K | 1.3% | |
| Fidelity Emg Market Core | — | — | — | $47K | 1.0% | |
| Black rock Black rock ** 196 * T Rowe Price Retire 2020 | — | — | — | $33K | 0.7% | |
| Fidelity US Bond | — | — | — | $32K | 0.7% | |
| Fidelity Real Estate | — | — | — | $28K | 0.6% | |
| PGIM High ** 131 MFS Mid Cap | — | — | — | $26K | 0.6% | |
| Fidelity Health SCI I | — | — | — | $21K | 0.5% | |
| T Rowe Price Retire 2025 | — | — | — | $18K | 0.4% | |
| DFA Global | — | — | — | $11K | 0.3% | |
| MFS New Di | — | — | — | $7K | 0.2% | |
| T Rowe Price Stable Value N | — | — | — | $3K | <0.1% | |
| Janus T rit | — | — | — | $2K | <0.1% |
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