Form 5500 Search
Back to filter
Original filing (PDF)20251014153306NAL0001590259001

REEDMAN-TOLL, L.P.

Form 5500
FILING_RECEIVED
REEDMAN-TOLL 401(K) PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
267
Accounts w/ balance
518
Plan assets (EOY)
$20.2M
Net assets (EOY)
$20.2M
How this plan invests
This plan
1 pooled trust
Schedule D
1 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • Top holding "[DFE: SUB-ACCOUNTS OF VOYA LIFE INSURANCE (no filing on disk)]" is 100% of plan.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REEDMAN-TOLL, L.P..
Plan sponsor
Name
REEDMAN-TOLL, L.P.
EIN
20-0632037
Address
1700 EAST LINCOLN HIGHWAY · LANGHORNE, PA · 190473042
Phone
(215) 757-4961
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BOYER & RITTER LLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
N.A. FALCONE & ASSOCIATES, INC.23-2773128TPA$39K
Other
1
NameEINLocationRelationDirect compIndirect comp
KESTRA ADVISORY SERVICES47-1566880SERVICE PROVIDER$0

Investments

1 pooled fund· $19.4M(96% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

PIInvestmentTypeShares / unitsCostCurrent value% of plan
SUB-ACCOUNTS OF VOYA LIFE INSURANCE
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000
Pooled Separate Account
$19.4M96.0%

Related plans