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Original filing (PDF)20231013105218NAL0066958738001
REDBOX AUTOMATED RETAIL, LLC
Form 5500
FILING_RECEIVED
REDBOX 401(K) PLAN
401(k) retirement plan
Active participants
1,145
Accounts w/ balance
1,272
Plan assets (EOY)
$83.0M
Net assets (EOY)
$83.0M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 34 bps in Schedule C fees — 113% above peer band of 16 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REDBOX AUTOMATED RETAIL, LLC.
Plan sponsor
Name
REDBOX AUTOMATED RETAIL, LLC
EIN
26-0100436
Address
ONE TOWER LANE, SUITE 800 · OAKBROOK TERRACE, IL · 60181
Phone
(630) 756-8000
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-13
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3F · Sponsor used leased employees
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK NUBER P.S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $168K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHLAND CAPITAL ADVISORS | 20-4284376 | — | ADVISOR | $60K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $54K | — |
Investments
2 pooled funds· $5.6M(7% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | $4.0M | 4.8% |
| HARRIS OAKMRK INTL 3 SEI TRUST COMPANY · EIN 26-4757392 / PN 037 | Common Collective Trust | $1.6M | 2.0% |
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