Original filing (PDF)20250730094512NAL0006292448003

TOWNE & REESE LLC

Name: TOWNE & REESE LLC — TOWNE & REESE LLC 401K PLAN, Form 5500 (2024)
Creator: TOWNE & REESE LLC

Form 5500-SF

FILING_RECEIVED

TOWNE & REESE LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 TOWNE & REESE LLC.

Plan sponsor

Name

TOWNE & REESE LLC

EIN

27-1411152

Address

2820 SELWYN AVE STE 250 · CHARLOTTE, NC · 28209

Phone

(980) 254-4222

Industry

Wholesale Tradesee all

Plan administrator

Name

MICHAEL W. MCGOWAN CPA PA

EIN

56-2177917

City

CHARLOTTE, NC

Phone

(704) 341-3003

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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