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Original filing (PDF)20251001152035NAL0012780977001
REDLINE EQUIPMENT CO.
Form 5500
FILING_RECEIVED
REDLINE EQUIPMENT CO. 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
185
Accounts w/ balance
163
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 66 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REDLINE EQUIPMENT CO..
Plan sponsor
Name
REDLINE EQUIPMENT CO.
EIN
34-0968868
Address
4982 STATE ROUTE 66 · ARCHBOLD, OH · 435020181
Phone
(419) 445-0810
Industry
Retail Tradesee 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
2025-10-01
Pension benefit codes
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
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE BANK AND TRUST COMPANY | — | DEFIANCE, OH | TRUSTEE | $38K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $15K | — |
| RAMSEY SOLUTIONS | — | BRENTWOOD, TN | NONE | $7K | — |
Investments
27 direct securities· $8.7M(95% of reported assets)
Uncategorized
$7.9M
26 holdings
Mutual Funds
$797K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Palmer Square Income Plus 107,261 shares | — | — | $107K | $1.1M | 11.8% | |
| William Blair Large Cap Growth 35,974 shares | — | — | $36K | $1.1M | 11.6% | |
| Vanguard Value Index Adm 13,090 shares | — | — | $13K | $864K | 9.5% | |
| American Funds Mortgage F3 92,545 shares | Mutual Funds | — | $93K | $797K | 8.7% | |
| AMG River Road Small-mid Cap 57,742 shares | — | — | $58K | $578K | 6.3% | |
| Dodge & Cox Global Bond 15,265 shares | — | — | $15K | $565K | 6.2% | |
| WCM Focused Intl Growth Instl 25,588 shares | — | — | $26K | $557K | 6.1% | |
| AQR Risk-balanced Commodity 62,513 shares | — | — | $63K | $545K | 6.0% | |
| Hartford Dividend & Growth R6 14,080 shares | — | — | $14K | $485K | 5.3% | |
| Vanguard Growth Index Adm 2,217 shares | — | — | $2K | $468K | 5.1% | |
| Virtus Seix Floating Rate High 46,279 shares | — | — | $46K | $362K | 4.0% | |
| Federated Government Oblig. 270,853 shares | — | — | $271K | $271K | 3.0% | |
| Brandywineglobal Corp. Credit 22,455 shares | — | — | $22K | $238K | 2.6% | |
| Baron Partners Institutional 22,205 shares | — | — | $22K | $233K | 2.6% | |
| T. Rowe Price Dividend I 1,868 shares | — | — | $2K | $143K | 1.6% | |
| T. Rowe Price Growth Stock I 803 shares | — | — | — | $85K | 0.9% | |
| Vanguard Small-cap Index Adm 658 shares | — | — | — | $76K | 0.8% | |
| Vanguard Small Cap Growth Idx 416 shares | — | — | — | $41K | 0.4% | |
| Vanguard Mid-cap Value Index 487 shares | — | — | — | $41K | 0.4% | |
| Vanguard Small Cap Value Index 462 shares | — | — | — | $39K | 0.4% | |
| Vanguard Total Int Stock Index 1,197 shares | — | — | $1K | $38K | 0.4% | |
| Vanguard Mid Cap Index Adm 103 shares | — | — | — | $34K | 0.4% | |
| Vanguard Gnma Admiral 3,635 shares | — | — | $4K | $33K | 0.4% | |
| Baron Growth Institutional 158 shares | — | — | — | $15K | 0.2% | |
| Metro West Total Return Bond 1,144 shares | — | — | $1K | $10K | 0.1% | |
| Vanguard Total Bond Mkt Index 319 shares | — | — | — | $3K | <0.1% | |
| Thompson Bond 179 shares | — | — | — | $2K | <0.1% |