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Original filing (PDF)20251008084600NAL0005288033001
READING ANTHRACITE COMPANY
Form 5500
FILING_RECEIVED
RAC/SER SALARIED EMPLOYEES' 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
177
Accounts w/ balance
208
Plan assets (EOY)
$20.9M
Net assets (EOY)
$20.9M
How this plan invests
This plan
1 pooled trust
Schedule D
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for READING ANTHRACITE COMPANY.
Plan sponsor
Name
READING ANTHRACITE COMPANY
EIN
23-1596668
Address
200 MAHANTONGO STREET · POTTSVILLE, PA · 17901
Phone
(570) 622-5150
Industry
Mining, Quarrying, Oil & Gassee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2U · Association Retirement Plan
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEBBIE FEHR | — | POTTSVILLE, PA | TPA | $0 | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $0 | — |
| LPL FINANCIAL, LLC | 95-2834236 | SAN DIEGO, CA | NONE | $0 | — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | 26-4311657 | AUSTIN, TX | NONE | $0 | — |
Investments
43 direct securities · 1 pooled fund· $22.6M(100% 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.
Uncategorized
$17.5M
42 holdings
Mutual Funds
$3.4M
1 holding
Pooled Separate Account
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth Fund Class R6 N/R | Mutual Funds | — | — | $3.4M | 16.1% | |
| Fidelity Investments 500 Index Fund N/R | — | — | — | $2.5M | 12.1% | |
| Columbia Threadneedle Dividend Income Fund N/R | — | — | — | $2.2M | 10.4% | |
| Inc. Common Collective Trust Galliard Stable Value Fund C N/R | — | — | — | $1.7M | 8.1% | |
| NRWST WLSFRGO STBL VAL C NORWEST FUND SELECT · EIN 52-2250946 / PN 000 | Pooled Separate Account | — | — | $1.7M | 8.1% | |
| Fidelity Investments Mid Cap Index Fund N/R | — | — | — | $1.5M | 7.1% | |
| American Funds 2065 Target Retirement N/R | — | — | — | $1.4M | 6.6% | |
| Guaranteed Interest Account * Nationwide Financial Services, Fixed Select Option N/R | — | — | — | $1.1M | 5.5% | |
| Janus Henderson Triton N N/R | — | — | — | $976K | 4.7% | |
| MFS Investment Management International Growth Fund N/R | — | — | — | $975K | 4.7% | |
| American Funds Balanced Fund - R6 N/R | — | — | — | $676K | 3.2% | |
| Vanguard Total World Stock Index Fund N/R | — | — | — | $558K | 2.7% | |
| Admiral Shares PGIM Total Return Bond Fund Class R6 N/R | — | — | — | $532K | 2.5% | |
| Fidelity Investments Small Cap Index Fund N/R | — | — | — | $364K | 1.7% | |
| American Funds 2045 Target Retirement N/R | — | — | — | $349K | 1.7% | |
| American Funds 2060 Target Retirement N/R | — | — | — | $316K | 1.5% | |
| American Funds 2025 Target Retirement N/R | — | — | — | $315K | 1.5% | |
| American Funds 2035 Target Retirement N/R | — | — | — | $307K | 1.5% | |
| American Funds 2050 Target Retirement N/R | — | — | — | $302K | 1.4% | |
| Vanguard Wellesley Income Fund N/R | — | — | — | $230K | 1.1% | |
| American Funds 2055 Target Retirement N/R | — | — | — | $179K | 0.9% | |
| American Funds 2040 Target Retirement N/R | — | — | — | $170K | 0.8% | |
| American Funds Growth Income Class R6 N/A | — | — | — | $118K | 0.6% | |
| Lord Abbett High Yield Fund Class R5 N/R | — | — | — | $108K | 0.5% | |
| American Funds 2030 Target Retirement N/R | — | — | — | $95K | 0.5% | |
| Franklin Growth Fund Advisor Class N/R | — | — | — | $88K | 0.4% | |
| Pioneer Bond Fund N/R | — | — | — | $83K | 0.4% | |
| American Funds Inflation Linked Bond Fund Class R6 N/R | — | — | — | $79K | 0.4% | |
| Fidelity International Index Fund N/R | — | — | — | $75K | 0.4% | |
| American Funds New World Fund Class R6 N/R | — | — | — | $57K | 0.3% | |
| Vanguard Information Technology Index Fund N/R | — | — | — | $57K | 0.3% | |
| Admiral Shares Delaware Ivy Mid Cap Inc Appr I N/R | — | — | — | $33K | 0.2% | |
| DFA Real Estate Securities Portfolio N/R | — | — | — | $31K | 0.1% | |
| TRowe Price Health Science N/R | — | — | — | $30K | 0.1% | |
| American Funds 2015 Target Retirement N/R | — | — | — | $10K | <0.1% | |
| Columbia Global Technology Fund Institutional Class N/A | — | — | — | $4K | <0.1% | |
| Delaware Ivy Science and Technology Fund N/R | — | — | — | $4K | <0.1% | |
| JP Morgan Undiscovered Managers Behavioral N/R | — | — | — | $3K | <0.1% | |
| Value Fund R6 Cohen & Steers International Real Estate N/R | — | — | — | $2K | <0.1% | |
| Institutional Class Virtus AllianzGI Technical Institutional N/R | — | — | — | $2K | <0.1% | |
| Fund PIMCO International Bond Fund N/R | — | — | — | $1K | <0.1% | |
| Invesco Global Real Estate Fund R5 N/R | — | — | — | $1K | <0.1% | |
| Federated Hermes Government Obligations Fund N/R | — | — | — | $1K | <0.1% | |
| Premier Fidelity Advisor International Real Estate N/R | — | — | — | $1K | <0.1% |