Back to filter
Original filing (PDF)20241031172257NAL0003240992001
GOEXPEDI
Form 5500
FILING_RECEIVED
GOEXPEDI 401(K) PLAN
401(k) retirement plan
Active participants
75
Accounts w/ balance
140
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOEXPEDI.
Plan sponsor
Name
GOEXPEDI
EIN
82-5047697
Address
8844 N. SAM HOUSTON PKWY W. · SUITE 210 · HOUSTON, TX · 77064
Phone
(833) 397-3344
Industry
Wholesale Tradesee all
Plan administrator
Name
GUIDELINE, INC.
EIN
47-4474775
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
YULISHANA, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $8K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using GUIDELINE, INC.
ANDURIL INDUSTRIES INC
ANDURIL INDUSTRIES 401(K) PLAN
$123.9M · 3,864 participants
RIPPLING
RIPPLING 401(K) PLAN
$76.6M · 2,289 participants
REMOTE TECHNOLOGY SERVICES INC.
REMOTE TECHNOLOGY 401(K) PLAN
$50.0M · 1,396 participants
APPLIED INTUITION, INC.
APPLIED INTUITION 401(K) PLAN
$42.0M · 595 participants
GUIDELINE, INC.
GUIDELINE 401(K) PLAN
$35.2M · 398 participants
SCALE AI, INC.
SCALE AI 401(K) PLAN
$34.3M · 918 participants
Similar-size Wholesale Trade plans
MX PETROLEUM CORP.
MX PETROLEUM CORP. 401(K) PLAN
$1.4M · 52 participants
AERO-ONE AVIATION, LLC
AERO-ONE AVIATION, LLC 401(K) PLAN
$1.4M · 18 participants
SWETZ OIL COMPANY, INC.
SWETZ OIL COMPANY, INC. PROFIT SHARING PLAN
$1.4M · 12 participants
J.D. STREETT & COMPANY, INC.
J.D. STREETT & COMPANY, INC. UNION EMPLOYEES' RETIREMENT PLAN
$1.4M · 31 participants
HOWARD GASOLINE & OIL COMPANY
HOWARD GASOLINE & OIL COMPANY PROFIT SHARING PLAN
$1.4M · 7 participants
CAMBECK PETROLEUM CORPORATION
CAMBECK CORPORATION 401(K) PLAN
$1.4M · 63 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants