Back to filter
Original filing (PDF)20250917085843NAL0000663458001
E2OPEN, LLC
Form 5500
FILING_RECEIVED
E2OPEN, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
1,103
Accounts w/ balance
1,349
Plan assets (EOY)
$189.5M
Net assets (EOY)
$189.5M
How this plan invests
This plan
33 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E2OPEN, LLC.
Plan sponsor
Name
E2OPEN, LLC
EIN
94-3366487
Address
14135 MIDWAY RD · SUITE G300 · ADDISON, TX · 75001
Phone
(650) 645-6500
Industry
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
2025-09-17
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$18K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $42K | — |
| GALLAGHER BENEFIT SERVICES, INC. | 36-4291971 | — | CONSULTANT | $8K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
33 direct securities· $189.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID GROWTH CO K Registered Investment Company | — | — | — | $29.4M | 15.5% | |
| FID 500 INDEX Registered Investment Company | — | — | — | $23.3M | 12.3% | |
| VANG TARGET RET 2035 Registered Investment Company | — | — | — | $15.4M | 8.1% | |
| VANG TARGET RET 2040 Registered Investment Company | — | — | — | $12.3M | 6.5% | |
| VANG TARGET RET 2030 Registered Investment Company | — | — | — | $11.5M | 6.1% | |
| VANG TARGET RET 2045 Registered Investment Company | — | — | — | $11.1M | 5.8% | |
| FID CONTRAFUND Registered Investment Company | — | — | — | $10.5M | 5.6% | |
| VANG TARGET RET 2050 Registered Investment Company | — | — | — | $9.2M | 4.9% | |
| VANG TARGET RET 2025 Registered Investment Company | — | — | — | $9.0M | 4.7% | |
| FID MID CAP STOCK K Registered Investment Company | — | — | — | $7.2M | 3.8% | |
| VANG TARGET RET 2055 Registered Investment Company | — | — | — | $6.7M | 3.6% | |
| FID OTC PORTFOLIO Registered Investment Company | — | — | — | $5.2M | 2.8% | |
| VANG VMMR-FED MMKT Registered Investment Company | — | — | — | $4.8M | 2.5% | |
| FID INVST GR BD Registered Investment Company | — | — | — | $4.0M | 2.1% | |
| VANG VALUE IDX ADM Registered Investment Company | — | — | — | $3.9M | 2.1% | |
| FID INTL INDEX Registered Investment Company | — | — | — | $3.6M | 1.9% | |
| VANG TARGET RET 2060 Registered Investment Company | — | — | — | $3.3M | 1.7% | |
| Self-Directed Brokerage Accounts Brokerage Accounts | — | — | — | $3.1M | 1.7% | |
| AS SPL MID CP VAL R6 Registered Investment Company | — | — | — | $2.3M | 1.2% | |
| FID OVERSEAS K Registered Investment Company | — | — | — | $2.1M | 1.1% | |
| FID SM CAP IDX Registered Investment Company | — | — | — | $1.9M | 1.0% | |
| FID STRATEGIC INCOME Registered Investment Company | — | — | — | $1.7M | 0.9% | |
| VANG EM STK IDX ADM Registered Investment Company | — | — | — | $1.4M | 0.7% | |
| maturing through November 2032 | — | — | — | $1.3M | 0.7% | |
| VANG TARGET RET 2020 Registered Investment Company | — | — | — | $1.0M | 0.5% | |
| AS SPL SM CAP VAL R6 Registered Investment Company | — | — | — | $929K | 0.5% | |
| VANG INFL PROT ADM Registered Investment Company | — | — | — | $885K | 0.5% | |
| FID REAL ESTATE IDX Registered Investment Company | — | — | — | $654K | 0.3% | |
| VANG TARGET RET 2065 Registered Investment Company | — | — | — | $523K | 0.3% | |
| AB SM CAP GRTH Z Registered Investment Company | — | — | — | $336K | 0.2% | |
| VANG TARGET RET INC Registered Investment Company | — | — | — | $313K | 0.2% | |
| PGIM GLB TOT RTN R6 Registered Investment Company | — | — | — | $292K | 0.2% | |
| (includes $13,000 of non-interest bearing cash) | — | — | — | $13K | <0.1% |
Related plans
Other plans using STRATEGIC ADVISORS, INC.
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
AMAZON.COM SERVICES, LLC
AMAZON 401(K) PLAN
$34.6B · 1,207,759 participants
CHEVRON CORPORATION
CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN
$20.4B · 22,195 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
MEDTRONIC, INC.
MEDTRONIC SAVINGS AND INVESTMENT PLAN
$13.7B · 38,035 participants
Similar-size Professional & Technical Services plans
VEEAM SOFTWARE CORPORATION
VEEAM SOFTWARE CORPORATION 401(K) PLAN
$191.4M · 1,530 participants
GOTO TECHNOLOGIES USA, LLC
GOTO TECHNOLOGIES USA, LLC 401(K) PLAN
$191.5M · 1,115 participants
WELLSKY CORPORATION
WELLSKY CORPORATION 401(K) PLAN
$191.8M · 2,207 participants
TRUBRIDGE, INC.
TRUBRIDGE 401(K) RETIREMENT PLAN
$187.0M · 1,821 participants
RAMBUS, INC.
RAMBUS INC. 401(K) PLAN
$179.5M · 339 participants
VERIFONE, INC.
VERIFONE, INC. 401(K) RETIREMENT SAVINGS & INVESTMENT PLAN
$178.2M · 540 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