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Original filing (PDF)20250730132956NAL0006751232001
EASTER UNLIMITED , INC.
Form 5500
FILING_RECEIVED
REY PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
108
Accounts w/ balance
122
Plan assets (EOY)
$38.3M
Net assets (EOY)
$38.3M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 60% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
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 EASTER UNLIMITED , INC..
Plan sponsor
Name
EASTER UNLIMITED , INC.
EIN
13-1983343
Address
80 VOICE ROAD · CARLE PLACE, NY · 11514
Phone
(516) 873-9000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-07-30
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2D · Offset of another plan
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | NONE | $94K | — |
| WELLS FARGO ADVISORS FINANCIAL | 59-2937883 | ST LOUIS, OH | NONE | $49K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE | $24K | — |
| BNY MELLON | 25-0659306 | — | NONE | $12K | — |
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.
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