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Original filing (PDF)20251015200429NAL0002954963003
FLOCK GROUP INC
Form 5500
FILING_RECEIVED
FLOCK GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
44% in single holding
Active participants
1,082
Accounts w/ balance
1,050
Plan assets (EOY)
$25.2M
Net assets (EOY)
$25.2M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
78
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund Admiral Shares 78,299 #" is 44% of plan.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLOCK GROUP INC.
Plan sponsor
Name
FLOCK GROUP INC
EIN
82-0594875
Address
1170 HOWELL MILL RD NW · SUITE 106 · ATLANTA, GA · 30318
Phone
(678) 341-2056
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BENNETT THRASHER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $16K | — |
Investments
37 direct securities· $25.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares 78,299 # | — | — | — | $11.0M | 43.8% | |
| Vanguard Developed Markets Index Fund Admiral Shares 267,854 # | — | — | — | $4.1M | 16.3% | |
| Vanguard Total Bond Market Index Fund Admiral Shares 323,223 # | — | — | — | $3.1M | 12.1% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares 57,479 # | — | — | — | $2.1M | 8.4% | |
| Vanguard Real Estate Index Fund Admiral Shares 8,274 # | — | — | — | $1.0M | 4.1% | |
| Vanguard Total International Bond Index Fund Admiral Shares 52,110 # | — | — | — | $1.0M | 4.1% | |
| Vanguard 500 Index Fund Admiral Shares 1,615 # | — | — | — | $877K | 3.5% | |
| Vanguard Growth Index Fund Admiral Shares 2,113 # | — | — | — | $446K | 1.8% | |
| Vanguard Extended Market Index Fund Admiral Shares 1,635 # | — | — | — | $236K | 0.9% | |
| Vanguard Total International Stock Index Fund Admiral Shares 7,053 # | — | — | — | $223K | 0.9% | |
| Vanguard Mid-Cap Index Fund Admiral Shares 460 # | — | — | — | $150K | 0.6% | |
| Vanguard Federal Money Market Fund 127,337 # | — | — | — | $127K | 0.5% | |
| Vanguard Value Index Fund Admiral Shares 1,794 # | — | — | — | $118K | 0.5% | |
| Vanguard Small-Cap Index Fund Admiral Shares 724 # | — | — | — | $83K | 0.3% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares 847 # | — | — | — | $72K | 0.3% | |
| Vanguard Information Technology Index Fund Admiral Shares 193 # | — | — | — | $61K | 0.2% | |
| February 2025 through July 2029 # | — | — | — | $58K | 0.2% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares 2,307 # | — | — | — | $56K | 0.2% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares 3,199 # | — | — | — | $32K | 0.1% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares 313 # | — | — | — | $31K | 0.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares 286 # | — | — | — | $24K | <0.1% | |
| Vanguard Long-Term Bond Index Fund Admiral Shares 1,893 # | — | — | — | $20K | <0.1% | |
| Vanguard European Stock Index Fund Admiral Shares 209 # | — | — | — | $17K | <0.1% | |
| Vanguard Dividend Appreciation Index Fund Admiral Shares 302 # | — | — | — | $16K | <0.1% | |
| Vanguard Global ex-U.S. Real Estate Index Fund Admiral Shares 632 # | — | — | — | $15K | <0.1% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares 1,445 # | — | — | — | $15K | <0.1% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares 115 # | — | — | — | $13K | <0.1% | |
| Vanguard Large-Cap Index Fund Admiral Shares 82 # | — | — | — | $11K | <0.1% | |
| Vanguard Energy Index Fund Admiral Shares 175 # | — | — | — | $11K | <0.1% | |
| Vanguard Health Care Index Fund Admiral Shares 83 # | — | — | — | $11K | <0.1% | |
| Vanguard Financials Index Fund Admiral Shares 150 # | — | — | — | $9K | <0.1% | |
| Vanguard International Dividend Appreciation Index Fund Admiral Shares 173 # | — | — | — | $7K | <0.1% | |
| Vanguard FTSE Social Index Fund Admiral Shares 106 # | — | — | — | $6K | <0.1% | |
| Vanguard Industrials Index Fund Admiral Shares 33 # | — | — | — | $4K | <0.1% | |
| Vanguard High Dividend Yield Index Fund Admiral Shares 51 # | — | — | — | $2K | <0.1% | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund Admiral Shares 65 # | — | — | — | $2K | <0.1% | |
| Vanguard Communication Services Index Fund Admiral Shares 20 # | — | — | — | $1K | <0.1% |