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ROGER A. REED, INC. — ROGER A. REED, INC. PROFIT SHARING PLAN AND TRUST, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250408072327NAL0010985363001
ROGER A. REED, INC.
Form 5500-SF
FILING_RECEIVED
ROGER A. REED, INC. PROFIT SHARING PLAN AND TRUST
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROGER A. REED, INC.
.
Find decision makers
Plan sponsor
Name
ROGER A. REED, INC.
EIN
04-2055450
Address
167 PLEASANT STREET · READING, MA · 01867
Phone
(781) 944-4640
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-04-08
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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