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Original filing (PDF)20250909140047NAL0033769088001
REPACORP, INC.
Form 5500
FILING_RECEIVED
REPACORP, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
206
Accounts w/ balance
128
Plan assets (EOY)
$13.3M
Net assets (EOY)
$13.3M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 62% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REPACORP, INC..
Plan sponsor
Name
REPACORP, INC.
EIN
31-1144772
Address
31 INDUSTRY PARK COURT · TIPP CITY, OH · 45371
Phone
(937) 667-8496
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-09
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Auditor
KENTNER SELLERS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $675 | — |
Investments
31 direct securities· $13.0M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund 55,389 shares | — | — | $55K | $1.2M | 8.8% | |
| Fidelity Freedom 2030 K 65,158 shares | — | — | $65K | $1.1M | 8.6% | |
| Fidelity Freedom 2025 K 79,562 shares | — | — | $80K | $1.1M | 8.2% | |
| Fidelity Freedom 2050 K 76,830 shares | — | — | $77K | $1.0M | 7.9% | |
| Fidelity 500 Index Fund 4,843 shares | — | — | $5K | $989K | 7.5% | |
| Fidelity Freedom 2035 K 60,900 shares | — | — | $61K | $953K | 7.2% | |
| Fidelity Freedom 2045 K 68,286 shares | — | — | $68K | $920K | 6.9% | |
| Fidelity Freedom 2020 K 61,789 shares | — | — | $62K | $887K | 6.7% | |
| Fidelity Freedom 2040 K 65,906 shares | — | — | $66K | $762K | 5.7% | |
| Oakmark Fund Investor Class 3,765 shares | — | — | $4K | $573K | 4.3% | |
| Janus Henderson Enterprise Fund Class T 3,263 shares | — | — | $3K | $455K | 3.4% | |
| American Century Small Cap Growth Fund 16,408 shares | — | — | $16K | $378K | 2.9% | |
| Allspring Special Small Cap Value Fund 8,728 shares | — | — | $9K | $351K | 2.6% | |
| Invesco Diversified Dividend Fund 16,968 shares | — | — | $17K | $303K | 2.3% | |
| Fidelity Balanced Fund 9,916 shares | — | — | $10K | $293K | 2.2% | |
| Fidelity Extended Market Index Fund 2,763 shares | — | — | $3K | $251K | 1.9% | |
| Vanguard Small-Cap Index Fund Admiral Shares 2,073 shares | — | — | $2K | $239K | 1.8% | |
| Fidelity Low-Priced Stock Fund 5,269 shares | — | — | $5K | $215K | 1.6% | |
| Fidelity US Bond Index Fund 18,922 shares | — | — | $19K | $193K | 1.5% | |
| Fidelity Global ex US Index Fund 11,997 shares | — | — | $12K | $173K | 1.3% | |
| Fidelity Freedom 2055 K 8,073 shares | — | — | $8K | $128K | 1.0% | |
| Fidelity Real Estate Investment Portfolio 3,075 shares | — | — | $3K | $119K | 0.9% | |
| Fidelity Freedom 2065 K 7,278 shares | — | — | $7K | $96K | 0.7% | |
| Driehaus Emerging Markets Growth Fund 2,573 shares | — | — | $3K | $95K | 0.7% | |
| Fidelity Government Money Market Fund 50,507 shares | — | — | $51K | $51K | 0.4% | |
| Fidelity Freedom 2015 K 4,221 shares | — | — | $4K | $48K | 0.4% | |
| MFS International Equity Fund 1,176 shares | — | — | $1K | $40K | 0.3% | |
| Fidelity Freedom 2060 K 2,308 shares | — | — | $2K | $33K | 0.3% | |
| Fidelity Total Bond Fund 3,039 shares | — | — | $3K | $29K | 0.2% | |
| BrandywineGLOBAL-Global Opportunities Bond Fund 1,018 shares | — | — | $1K | $8K | <0.1% | |
| Fidelity Freedom Income K 645 shares | — | — | — | $7K | <0.1% |
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