How big is Red Gold, Inc.'s plan?

Red Gold, Inc.'s plan reported $162.4M in assets and 1,502 participants for 2024.

Original filing (PDF)20251013125733NAL0002947378001

Red Gold, Inc.

Name: Red Gold, Inc. — Red Gold, Inc. 401(k) Profit, Form 5500 (2024)
Creator: Red Gold, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Red Gold, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Red Gold, Inc.'s Red Gold, Inc. 401(k) Profit Sharing Plan held $162.4M in plan assets for 1,502 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

1,502

Accounts w/ balance

1,994

Plan assets (EOY)

$162.4M

Net assets (EOY)

$162.4M

People on this filing

Matthew Tebbe signed Red Gold, Inc.'s 2024 Form 5500 as plan administrator.

Matthew Tebbe — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Red Gold, Inc.'s EIN is 35-0307660.

EIN 35-0307660

Plan number 001

Plan year 2024

ACK ID 20251013125733NAL0002947378001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Red Gold, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Red Gold, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.

Decision-maker contacts

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How this plan invests

This plan

4 pooled trusts

Schedule D

42 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

RED GOLD, INC.

EIN

all filings

Address

P.O. BOX 83 · ELWOOD, IN · 46036

Phone

(765) 557-5500

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

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

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$139K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$65K	—
SHEPHERD FINANCIAL INVESTMENT

Investments

42 direct securities · 4 pooled funds· $212.8M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$85.1M

27 holdings

Common Collective Trust

$50.4M

4 holdings

Other securities

$45.0M

7 holdings

Common Collective Trusts

$31.5M

6 holdings

Self-Directed Brokerage

$686K

1 holding

Common Stocks

$25K

1 holding

					% of plan
AB US LG CP GR CIT W GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509	Common Collective Trust	—	—	$34.9M	21.5%
Wilmington Trust, N.A. Alliance Bernstein US Large Cap Growth Fund #	Other securities	—	—	$34.9M	21.5%
Fidelity Investments Fidelity 500 Index Investor Fund #	Common Collective Trusts	—	—	$16.6M	10.2%
Fidelity Investments Fidelity Freedom 2030 K6 Fund #	Mutual Funds	—	—	$10.0M	6.1%
Common Collective Trusts * Fidelity Management Trust Company Fidelity Managed Income Portfolio #	Common Collective Trusts	—	—	$9.1M	5.6%
MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$9.1M	5.6%
Fidelity Investments Fidelity Freedom 2035 K6 Fund #	Mutual Funds	—	—	$7.5M	4.6%
Fidelity Investments Fidelity Puritan K6 Fund #	Mutual Funds	—	—	$6.7M	4.1%
Putnam Fiduciary Trust Company Putnam Large Cap Value Fund #	Mutual Funds	—	—	$6.5M	4.0%
PUTN LG CP VAL TR I PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275	Common Collective Trust	—	—	$6.5M	4.0%
Fidelity Investments Fidelity Freedom 2050 K6 Fund #	Mutual Funds	—	—	$6.3M	3.9%
Fidelity Investments Fidelity Freedom 2045 K6 Fund #	Mutual Funds	—	—	$6.1M	3.7%
Fidelity Investments Fidelity Investment Grade Bond Fund #	Mutual Funds	—	—	$5.5M	3.4%
Fidelity Investments Fidelity Diversified International Fund #	Mutual Funds	—	—	$4.8M	3.0%
Fidelity Investments Fidelity Freedom 2040 K6 Fund #	Mutual Funds	—	—	$4.7M	2.9%
Fidelity Investments Fidelity Freedom 2055 K6 Fund #	Mutual Funds	—	—	$4.6M	2.8%
Black Rock Black Rock Mid-Cap Value K Fund #	Other securities	—	—	$4.5M	2.8%
maturities through July 2034	Other securities	—	—	$3.9M	2.4%
Fidelity Investments Fidelity Freedom 2025 K6 Fund #	Mutual Funds	—	—	$3.7M	2.3%
Fidelity Investments Fidelity Freedom 2060 K6 Fund #	Mutual Funds	—	—	$3.5M	2.2%
Fidelity Investments Fidelity U.S. Government Money Market Premium Fund #	Mutual Funds	—	—	$2.8M	1.7%
Fidelity Investments Fidelity Small Cap Index Fund #	Common Collective Trusts	—	—	$2.5M	1.5%
Fidelity Investments Fidelity Mid-Cap Stock K6 Fund #	Mutual Funds	—	—	$2.4M	1.5%
Fidelity Investments Fidelity Freedom 2020 K6 Fund #	Mutual Funds	—	—	$2.3M	1.4%
Fidelity Investments Fidelity Global ex US Index Investor #	Mutual Funds	—	—	$2.2M	1.3%
Fidelity Investments Fidelity U.S. Bond Index Fund Investor Class #	Common Collective Trusts	—	—	$2.0M	1.2%
Fidelity Investments Fidelity Freedom 2065 K6 Fund #	Mutual Funds	—	—	$1.7M	1.0%
Fidelity Investments Unit Fund #	Mutual Funds	—	—	$1.6M	1.0%
Fidelity Investments Fidelity Mid-Cap Index Fund #	Common Collective Trusts	—	—	$1.0M	0.6%
Brokerage Account * Fidelity Investments Cash Reserves Fund #	Self-Directed Brokerage	—	—	$686K	0.4%
Manning & Napier Manning & Napier High Yield Bond #	Other securities	—	—	$624K	0.4%
Fidelity Investments Fidelity Freedom 2010 K6 Fund #	Mutual Funds	—	—	$538K	0.3%
Pathway Advisors Growth & Income Fund #	Other securities	—	—	$512K	0.3%
Fidelity Investments Common Stock Fund #	Mutual Funds	—	—	$477K	0.3%
Fidelity Investments Fidelity Freedom 2015 K6 Fund #	Mutual Funds	—	—	$471K	0.3%
Fidelity Investments Fidelity Freedom Income K6 Fund #	Mutual Funds	—	—	$459K	0.3%
Fidelity Investments Fidelity Inflation-Protected Bond Index Fund #	Common Collective Trusts	—	—	$373K	0.2%
Avantis US Small Cap Value Fund #	Other securities	—	—	$294K	0.2%
Fidelity Investments Fidelity Total Bond K6 Fund #	Mutual Funds	—	—	$284K	0.2%
Columbia Threadneedle Columbia Overseas Value Fund #	Other securities	—	—	$211K	0.1%
Fidelity Investments High Income Fund #	Mutual Funds	—	—	$182K	0.1%
Fidelity Investments Certificate of Deposit #	Mutual Funds	—	—	$25K	<0.1%
Great Gray Trust Company, LLC John Hancock DISCPL Value R4 Fund #	Common Stocks	—	—	$25K	<0.1%
JH ENTERPRISE III GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001	Common Collective Trust	—	—	$25K	<0.1%
American Century American Century Small Cap Growth R6 Fund #	Mutual Funds	—	—	$15K	<0.1%
Fidelity Investments Fidelity Freedom 2070 K6 Fund #	Mutual Funds	—	—	$13K	<0.1%