Original filing (PDF)20250812144156NAL0004382563001

REA & ASSOCIATES, INC.

Name: REA & ASSOCIATES, INC. — REA & ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: REA & ASSOCIATES, INC.

Form 5500

FILING_RECEIVED

REA & ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

418

Accounts w/ balance

623

Plan assets (EOY)

$95.8M

Net assets (EOY)

$95.8M

How this plan invests

This plan

15 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REA & ASSOCIATES, INC..

Plan sponsor

Name

REA & ASSOCIATES, INC.

EIN

34-1310124

Address

419 W HIGH AVE · NEW PHILADELPHIA, OH · 446633621

Phone

(330) 339-6651

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-08-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$10K	—

Investments

15 pooled funds· $55.3M(58% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
GOALPATH 2030 AGG PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 303	Common Collective Trust	$8.5M	8.9%
GOALPATH 2040 MODERATE PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 308	Common Collective Trust	$7.0M	7.3%
GOALPATH 2020 MODERATE PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 302	Common Collective Trust	$6.5M	6.7%
GOALPATH 2050 MODERATE PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 311	Common Collective Trust	$6.4M	6.6%
GOALPATH 2030 MODERATE PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 305	Common Collective Trust	$5.9M	6.1%
GOALPATH 2040 AGG PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 306	Common Collective Trust	$5.0M	5.3%
GOALPATH 2020 AGG PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 300	Common Collective Trust	$4.8M	5.0%
GOALPATH 2050 CONSV PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 310	Common Collective Trust	$2.6M	2.7%
GOALPATH 2060 CONSV PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 313	Common Collective Trust	$2.1M	2.1%
GOALPATH 2060 AGG PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 312	Common Collective Trust	$1.6M	1.6%
GOALPATH 2040 CONSV PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 307	Common Collective Trust	$1.6M	1.6%
GOALPATH 2050 AGG PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 309	Common Collective Trust	$1.0M	1.1%
GOALPATH 2030 CONSV PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 304	Common Collective Trust	$929K	1.0%
GOALPATH 2020 CONSV PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 301	Common Collective Trust	$928K	1.0%
GOALPATH 2060 MODERATE PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 314	Common Collective Trust	$594K	0.6%

1–15 of 15

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