Tracie Ruppert signed Reed City Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Reed City Group, LLC's EIN is 27-1173056.
Download the official 2024 Form 5500 (PDF) for Reed City Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Reed City Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWSQUARE CAPITAL, LLC | 27-1238163 | — | ADVISOR | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT, LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Inv N/R | Mutual Funds | — | — | $1.1M | 15.2% | |
| Vanguard Target Retirement 2045 Inv N/R | Mutual Funds | — | — | $915K | 12.5% | |
| Vanguard Target Retirement 2035 Inv N/R | Mutual Funds | — | — | $910K | 12.5% | |
| Vanguard Target Retirement 2030 Inv N/R | Mutual Funds | — | — | $761K | 10.4% | |
| Vanguard Target Retirement 2060 Inv N/R | Mutual Funds | — | — | $742K | 10.2% | |
| Vanguard Target Retirement 2025 Inv N/R | Mutual Funds | — | — | $594K | 8.1% | |
| Vanguard Target Retirement 2055 Inv N/R | Mutual Funds | — | — | $345K | 4.7% | |
| Vanguard Wellesley Income Admiral N/R 264 Mutual Fund Federated Hermes Instl High Yield Bd IS N/R 426 Mutual Fund Fidelity Blue Chip Growth K6 N/R | Mutual Funds | — | — | $254K | 3.5% | |
| Vanguard Target Retirement 2020 Inv N/R | Mutual Funds | — | — | $216K | 3.0% | |
| JPMorgan US Research Enhanced Equity R6 N/R | Mutual Funds | — | — | $214K | 2.9% | |
| Vanguard Target Retirement 2050 Inv N/R | Mutual Funds | — | — | $168K | 2.3% | |
| Vanguard Target Retirement Incom Inv N/R | Mutual Funds | — | — | $157K | 2.2% | |
| Vanguard 500 Index Admiral N/R | Mutual Funds | — | — | $142K | 1.9% | |
| American Funds Invmt Co of Amer R6 N/R 565 * Participant Loans Interest rates: 4.25% - 9.50% $0 | Mutual Funds | — | — | $131K | 1.8% | |
| TIAA‐CREF Large‐Cap Gr Idx Instl N/R | Mutual Funds | — | — | $99K | 1.4% | |
| Invesco Small Cap Value R6 N/R | Mutual Funds | — | — | $83K | 1.1% | |
| Fidelity Small Cap Index N/R | Mutual Funds | — | — | $70K | 1.0% | |
| Vanguard Inflation-Protected Secs Adm N/R 281 Mutual Fund Vanguard International Growth Adm N/R | Mutual Funds | — | — | $61K | 0.8% | |
| Fidelity Low Priced Stock N/R | Mutual Funds | — | — | $58K | 0.8% | |
| Interest Bearing Cash Modern Bank Deposit Account N/R | Cash / Money Market | — | — | $47K | 0.6% | |
| Vanguard Target Retirement 2070 Fund N/R | Mutual Funds | — | — | $38K | 0.5% | |
| Vanguard Equity-Income Adm N/R | Mutual Funds | — | — | $35K | 0.5% | |
| Royce Small Cap Opportunity Inst N/R | Mutual Funds | — | — | $32K | 0.4% | |
| Vanguard Mid‐Cap Growth Index Admiral N/R | Mutual Funds | — | — | $29K | 0.4% | |
| Vanguard Target Retirement 2065 N/R | Mutual Funds | — | — | $26K | 0.4% | |
| Vanguard Small Cap Growth Index Adm N/R | Mutual Funds | — | — | $19K | 0.3% | |
| Vanguard Small Cap Value Index Admiral N/R | Mutual Funds | — | — | $16K | 0.2% | |
| Vanguard Mid‐Cap Value Index Admiral N/R | Mutual Funds | — | — | $14K | 0.2% | |
| Vanguard Mid Cap Index Admiral N/R | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Emerging Mkts Stock Idx Adm N/R | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Value Index Adm N/R | Mutual Funds | — | — | $2K | <0.1% | |
| Victory Sycamore Established Value R6 N/R | Mutual Funds | — | — | $2K | <0.1% | |
| DFA Global Real Estate Securities Port N/R | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Short-Term Investment-Grade Adm N/R | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
