Anna Richer signed Reefpoint Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Reefpoint Group's EIN is 26-2003951.
Download the official 2024 Form 5500 (PDF) for Reefpoint Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Reefpoint Group's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC | 23-1945930 | — | NONE | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS | 04-1590850 | — | NONE | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.2M | 20.4% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $821K | 14.4% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $620K | 10.9% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $473K | 8.3% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $390K | 6.8% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $357K | 6.3% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $351K | 6.2% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $306K | 5.4% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $198K | 3.5% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $171K | 3.0% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $100K | 1.8% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $85K | 1.5% | |
| Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $82K | 1.4% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $77K | 1.3% | |
| Vanguard Small-Cap Value Index Fund | Common Collective Trusts | — | — | $71K | 1.3% | |
| Vanguard Small-Cap Growth Index Fund | Common Collective Trusts | — | — | $71K | 1.2% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $68K | 1.2% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $58K | 1.0% | |
| Macquarie Mid-Cap Growth R6 | Other securities | — | — | $33K | 0.6% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $29K | 0.5% | |
| Allspring Special Mid Cap Value R6 Allspring 0 | Other securities | — | — | $21K | 0.4% | |
| Investments Allspring Special Mid CapValue R6 * Vanguard Small-Cap Index Admiral | Mutual Funds | — | — | $16K | 0.3% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $14K | 0.3% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $12K | 0.2% | |
| Vanguard Total Intl Stock Index Fund | Common Collective Trusts | — | — | $12K | 0.2% | |
| Schwab Funds Schwab Treasury Inflt Protected Sec Idx | Common Collective Trusts | — | — | $9K | 0.2% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $5K | <0.1% | |
| Victory Capital Victory RS Global A | Other securities | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRIBRIDGE PARTNERS FINANCIAL | — | — | NONE | $8K | — |
