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Original filing (PDF)20251015080844NAL0004311185001
REWORLD PROJECTS, LLC
Form 5500
FILING_RECEIVED
REWORLD PROJECTS SECURITY FUND PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
183
Accounts w/ balance
154
Plan assets (EOY)
$18.0M
Net assets (EOY)
$18.0M
How this plan invests
This plan
13 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
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
011
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
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $12K | — |
| SMITH, GAMBRELL & RUSSELL, LLP | — | JACKSONVILLE, FL | NONE | $7K | — |
Investments
19 direct securities · 13 pooled funds· $18.0M(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
$8.7M
13 holdings
Uncategorized
$8.3M
18 holdings
Mutual Funds
$1.0M
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 | — | — | $2.9M | 15.9% | |
| T. Rowe Price Blue Chip Growth Fund* # | — | — | — | $1.7M | 9.4% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.7M | 9.3% | |
| Fidelity ContraFund K6 # | — | — | — | $1.3M | 7.3% | |
| T. Rowe Price Science & Technology Fund* # | — | — | — | $1.3M | 6.9% | |
| T. Rowe Price New Horizon Fund* # | — | — | — | $1.1M | 6.2% | |
| Vanguard Institutional Index Fund # | Mutual Funds | — | — | $1.0M | 5.7% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $923K | 5.1% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $779K | 4.3% | |
| Vanguard Equity Income ADM # | — | — | — | $774K | 4.3% | |
| T. Rowe Price Mid-Cap Growth Fund* # | — | — | — | $595K | 3.3% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $515K | 2.9% | |
| dates through November 21, 2029 # | — | — | — | $484K | 2.7% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $471K | 2.6% | |
| Vanguard Selected Value # | — | — | — | $304K | 1.7% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $298K | 1.7% | |
| Vanguard Total Bond Market Index Fund # | — | — | — | $293K | 1.6% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $270K | 1.5% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $268K | 1.5% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $243K | 1.3% | |
| TRP U.S. SMALL-CAP VALUE EQUITY TR T. ROWE PRICE TRUST COMPANY · EIN 37-6495449 / PN 001 | Common Collective Trust | — | — | $210K | 1.2% | |
| American Funds American Fund EuroPacific R6 # | — | — | — | $203K | 1.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $157K | 0.9% | |
| Neuberger Berman Neuberger Berman Genesis Fund # | — | — | — | $96K | 0.5% | |
| Vanguard FTSE Social Index Adm # | — | — | — | $55K | 0.3% | |
| Vanguard TTL Int’l Stock Index Institutional # | — | — | — | $46K | 0.3% | |
| Vanguard Extended Market Index # | — | — | — | $22K | 0.1% | |
| T. Rowe Price Government Money Fund* # | — | — | — | $21K | 0.1% | |
| Vanguard Federal Money Market Fund # | — | — | — | $16K | <0.1% | |
| Calvert Investments Calvert Bond Portfolio I # | — | — | — | $12K | <0.1% | |
| Amana Trust Growth Fund Institutional # | — | — | — | $7K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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