· 2022–2024 · DOL EFAST2

Reed & Reed, Inc. — Reed & Reed, Inc. Employee Stock, Form 5500 (2024)

Original filing (PDF)20251015071609NAL0002042627001

Reed & Reed, Inc.

Form 5500

FILING_RECEIVED

Reed & Reed, Inc. Employee Stock Ownership Plan

Defined-contribution retirement plan · Reed & Reed, Inc.'s Reed & Reed, Inc. Employee Stock Ownership Plan held $22.2M in plan assets for 155 participants in 2024.

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

155

Accounts w/ balance

164

Plan assets (EOY)

$22.2M

Net assets (EOY)

$21.6M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

80

Total plan cost

100

Plan health

60

Vendor & structure

100

Knocking points off

100% of assets in employer securities (concentration risk).

Helping the score

Below-peer total plan cost (99th percentile).
High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REED & REED, INC..

Plan sponsor

Name

REED & REED, INC.

EIN

01-0378835all filings

Address

—

Phone

(207) 443-9747

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

BDMP ASSURANCE, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $22.2M(100% of reported assets)

PI						% of plan
	Reed & Reed, Inc. 100,000 shares of common stock	Common Stocks	—	$630K	$22.2M	100.0%

1–1 of 1

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