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Original filing (PDF)20251002130605NAL0001316562001
STRAIGHTAWAY DELIVERY LLC
Form 5500
FILING_RECEIVED
STRAIGHTAWAY DELIVERY 401(K) PLAN
401(k) retirement plan
Signals · 1
43% in single holding
Active participants
97
Accounts w/ balance
82
Plan assets (EOY)
$151K
Net assets (EOY)
$151K
How this plan invests
This plan
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "MATRIX TRUST CO. VANGUARD TOTAL STOCK" is 43% of plan.
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 STRAIGHTAWAY DELIVERY LLC.
Plan sponsor
Name
STRAIGHTAWAY DELIVERY LLC
EIN
83-1586596
Address
6900 DESIREE DRIVE · NORMAN, OK · 73071
Phone
(405) 210-3090
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
2025-10-02
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
FOREMAN & LEATHERS, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
7 direct securities· $150K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MATRIX TRUST CO. VANGUARD TOTAL STOCK | — | — | — | $65K | 42.9% | |
| MATRIX TRUST CO. VANGUARD TOTAL INTL | — | — | — | $45K | 29.9% | |
| MATRIX TRUST CO. VANGUARD SHRT-TERM 593 MATRIX TRUST CO. VANGUARD TOTAL BOND | — | — | — | $17K | 11.6% | |
| MATRIX TRUST СO. CASH & CASH EQUIVALENTS 1 MATRIX TRUST CO. VANGUARD REAL ESTATE | — | — | — | $11K | 7.6% | |
| MATRIX TRUST CO. VANGUARD TOTAL INTL BD | — | — | — | $7K | 4.5% | |
| MATRIX TRUST CO. CASH - NON INTEREST BEARING | — | — | — | $4K | 2.4% | |
| Participant Loans Range of Interest Rates Range from 9.00% to 9.50% | — | — | — | $1K | 0.7% |
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