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Original filing (PDF)20251015080422NAL0004024385001
REWORLD PROJECTS, LLC
Form 5500
FILING_RECEIVED
REWORLD SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
4,157
Accounts w/ balance
4,622
Plan assets (EOY)
$947.7M
Net assets (EOY)
$947.7M
How this plan invests
This plan
16 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — modestly above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REWORLD PROJECTS, LLC.
Plan sponsor
Name
REWORLD PROJECTS, LLC
EIN
13-3213657
Address
445 SOUTH STREET · MORRISTOWN, NJ · 07960
Phone
(862) 345-5254
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $335K | — |
| EDELMAN FINANCIAL ENGINES | — | SUNNYVALE, CA | NONE | $249K | — |
| CROWE LLC | — | CHICAGO, IL | NONE | $70K | — |
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | NONE | $56K | — |
| SMITH, GAMBRELL & RUSSELL, LLP | — | JACKSONVILLE, FL | NONE | $49K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $3K | — |
Investments
21 direct securities · 16 pooled funds· $946.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$463.6M
16 holdings
Uncategorized
$460.0M
20 holdings
Mutual Funds
$23.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $85.5M | 9.0% | |
| Vanguard Institutional Index Fund # | — | — | — | $78.6M | 8.3% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $68.8M | 7.3% | |
| T. Rowe Price Blue Chip Growth Fund* # | — | — | — | $66.7M | 7.0% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $60.0M | 6.3% | |
| T. Rowe Price Science & Technology Fund* # | — | — | — | $49.7M | 5.2% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $47.8M | 5.0% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $47.3M | 5.0% | |
| Fidelity ContraFund K6 # | — | — | — | $45.3M | 4.8% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $41.9M | 4.4% | |
| Vanguard Total Bond Index ADM # | — | — | — | $32.7M | 3.5% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $32.0M | 3.4% | |
| T. Rowe Price Mid-Cap Growth Fund* # | — | — | — | $27.5M | 2.9% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $26.1M | 2.8% | |
| Vanguard Equity Income Fund # | — | — | — | $24.9M | 2.6% | |
| Vanguard Federal Money Market Fund # | — | — | — | $24.5M | 2.6% | |
| T. Rowe Price New Horizon Fund* # | Mutual Funds | — | — | $23.2M | 2.4% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $21.3M | 2.3% | |
| Vanguard TTL Int’l Stock Index ADM # | — | — | — | $19.5M | 2.1% | |
| Self-directed brokerage account Charles Schwab Tradelink Investments* # | — | — | — | $18.8M | 2.0% | |
| dates through November 15, 2034 # | — | — | — | $18.1M | 1.9% | |
| American Funds Europac GRW R6 # | — | — | — | $12.0M | 1.3% | |
| Vanguard Extended Market Index # | — | — | — | $11.6M | 1.2% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $10.8M | 1.1% | |
| TRP U.S. SMALL-CAP VALUE EQUITY TR T. ROWE PRICE TRUST COMPANY · EIN 37-6495449 / PN 001 | Common Collective Trust | — | — | $10.7M | 1.1% | |
| Neuberger Berman Neuberger Berman Genesis Trust # | — | — | — | $10.4M | 1.1% | |
| Vanguard Selected Value # | — | — | — | $8.0M | 0.8% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $4.4M | 0.5% | |
| Calvert Investments Calvert bond Portfolio I # | — | — | — | $4.2M | 0.4% | |
| Vanguard FTSE Social Index Adm # | — | — | — | $4.1M | 0.4% | |
| Amana Trust Growth Institutional Fund # | — | — | — | $2.8M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $2.6M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $2.5M | 0.3% | |
| TRP RET 2020 TR-INCOME F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $751K | <0.1% | |
| T. Rowe Price Government Money Fund* # | — | — | — | $315K | <0.1% | |
| Azzad Wise Capital Fund # | — | — | — | $104K | <0.1% |