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Original filing (PDF)20250829092744NAL0021961426001
WARE2GO INC.
Form 5500
FILING_RECEIVED
WARE2GO 401(K) PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
131
Accounts w/ balance
159
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2055 Fund 40,897 #" is 25% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WARE2GO INC..
Plan sponsor
Name
WARE2GO INC.
EIN
82-4898154
Address
55 GLENLAKE PARKWAY, NE · ATLANTA, GA · 30328
Phone
(404) 213-7622
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
2025-08-29
Pension benefit codes
2J · 401(k) feature
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BENNETTTHRASHER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $48K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
Investments
19 direct securities· $9.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund 40,897 # | — | — | — | $2.3M | 24.8% | |
| Fidelity 500 Index Fund 9,968 # | — | — | — | $2.0M | 22.2% | |
| Vanguard Target Retirement 2050 Fund 22,729 # | — | — | — | $1.1M | 12.4% | |
| Vanguard Target Retirement 2060 Fund 18,444 # | — | — | — | $945K | 10.3% | |
| Vanguard Small Cap Index Fund Admiral Shares 3,748 # | — | — | — | $432K | 4.7% | |
| Vanguard Mid-Cap Index Fund Admiral Shares 1,231 # | — | — | — | $403K | 4.4% | |
| Vanguard FTSE All-World ex-US Index Fund Admiral Shares 9,993 # | — | — | — | $356K | 3.9% | |
| Vanguard Target Retirement 2065 Fund 10,266 # | — | — | — | $345K | 3.8% | |
| Vanguard Target Retirement 2045 Fund 10,660 # | — | — | — | $316K | 3.5% | |
| Vanguard Target Retirement 2040 Fund 5,573 # | — | — | — | $241K | 2.6% | |
| Vanguard Target Retirement 2025 Fund 8,538 # | — | — | — | $160K | 1.7% | |
| Fidelity Government Money Market Fund Class K6 125,554 # | — | — | — | $126K | 1.4% | |
| Vanguard Target Retirement 2035 Fund 4,659 # | — | — | — | $112K | 1.2% | |
| Vanguard Real Estate Index Fund Admiral Shares 703 # | — | — | — | $89K | 1.0% | |
| JPMorgan Government Bond Fund Class R6 8,244 # | — | — | — | $77K | 0.8% | |
| Vanguard Balanced Index Fund Admiral Shares 739 # | — | — | — | $36K | 0.4% | |
| Fidelity Limited Term Government Fund 857 # | — | — | — | $8K | <0.1% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares 156 # | — | — | — | $4K | <0.1% | |
| Vanguard Target Retirement Income Fund 98 # | — | — | — | $1K | <0.1% |
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