Original filing (PDF)20250523075831NAL0003203601001

BRUCE REED BUSINESS TRUST

Name: BRUCE REED BUSINESS TRUST — BRUCE REED BUSINESS TRUST 401(K) PLAN, Form 5500 (2024)
Creator: BRUCE REED BUSINESS TRUST

Form 5500-SF

FILING_RECEIVED

BRUCE REED BUSINESS TRUST 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRUCE REED BUSINESS TRUST.

Plan sponsor

Name

BRUCE REED BUSINESS TRUST

EIN

25-1725715

Address

730 MULBERRY STREET · BRIDGEWATER, PA · 15009

Phone

(724) 774-4250

Industry

Accommodation & Food Servicessee 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

2025-05-23

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

LIDESLAMBOUS, INC. T/A CAPTAIN GEORGES SEAFOOD RESTAURANTS

CAPTAIN GEORGE'S SEAFOOD RESTAURANT 401(K) PLAN

$5.0M · 211 participants

MITCHELL BROTHERS ICE CREAM INC.

MITCHELL BROTHERS ICE CREAM INC. 401K PLAN

$4.3M · 73 participants

MARYLOU'S NEWS, INC

MARYLOU'S COFFEE PROFIT SHARING PLAN

$4.3M · 143 participants

PRESSED JUICERY, INC.

PRESSED JUICERY 401(K) PLAN

$6.0M · 937 participants

SUSIECAKES HOLDINGS, INC.

SUSIECAKES HOLDINGS, INC. 401(K) PROFIT SHARING PLAN