Original filing (PDF)20250829151537NAL0011420641001

RED SPOT PAINT & VARNISH CO., INC.

Name: RED SPOT PAINT & VARNISH CO., INC. — RED SPOT PAINT & VARNISH CO., INC. RETIREMENT INCOME PLAN, Form 5500 (2024)
Creator: RED SPOT PAINT & VARNISH CO., INC.

Form 5500

FILING_RECEIVED

RED SPOT PAINT & VARNISH CO., INC. RETIREMENT INCOME PLAN

Defined-benefit pension plan

Signals · 2

67% employer stock~110 bps in Sched C fees

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$9.1M

Net assets (EOY)

$9.1M

How this plan invests

This plan

385 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (16th percentile).
Plan is frozen (1I) — no new benefit accrual.

Helping the score

Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RED SPOT PAINT & VARNISH CO., INC..

Plan sponsor

Name

RED SPOT PAINT & VARNISH CO., INC.

EIN

35-0604350

Address

P.O. BOX 418 · EVANSVILLE, IN · 477030418

Phone

(812) 428-9100

Industry

Manufacturingsee all

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

2025-08-29

Pension benefit codes

1B · Flat-dollar DB formula

1I · Frozen plan — no new benefit accrual

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY	13-2919773	—	NONE	$77K	—
OLD NATIONAL TRUST COMPANY	35-1729164	—	NONE	$23K	—

Investments

385 direct securities· $8.7M(95% of reported assets)

Common Stock

$5.8M

296 holdings

Bonds / Notes

$2.4M

68 holdings

Other securities

$240K

12 holdings

Cash / Money Market

$147K

1 holding

Common Stocks

$77K

7 holdings

Corporate Bonds

$28K

1 holding

					% of plan
Microsoft Corp 591 shares	Common Stock	—	$26K	$249K	2.7%
Amazon.Com Inc 987 shares	Common Stock	—	$92K	$217K	2.4%
Sony Group Corp SP ADR 10,207 shares	Common Stock	—	$88K	$216K	2.4%
U.S. Treasury N/B Bond, $261,000, 3.000%, due 02/15/2049	Bonds / Notes	—	$302K	$190K	2.1%
Money Market Funds Morgan Stanley Bank Money Market Fund 147,063 shares	Cash / Money Market	—	$147K	$147K	1.6%
Apple Inc 579 shares	Common Stock	—	$16K	$145K	1.6%
Meta Platforms Inc 238 shares	Common Stock	—	$46K	$139K	1.5%
U.S. Government and Federal Agency Securities U.S. Treasury N/B Bond, $171,000, 2.750%, due 11/15/2042	Bonds / Notes	—	$180K	$128K	1.4%
Alphabet Inc Cl A 614 shares	Common Stock	—	$33K	$116K	1.3%
Nvidia Corp 823 shares	Common Stock	—	$70K	$111K	1.2%
Broadcom Inc 468 shares	Common Stock	—	$42K	$109K	1.2%
Ciena Corp 1,252 shares	Common Stock	—	$61K	$106K	1.2%
Marvell Tech Inc 905 shares	Common Stock	—	$44K	$100K	1.1%
Novo Nordisk A/S SP ADR 954 shares	Common Stock	—	$27K	$82K	0.9%
Air Prods & Chems Inc 273 shares	Common Stock	—	$76K	$79K	0.9%
Intercontinental Exchange Inc 521 shares	Common Stock	—	$57K	$78K	0.8%
Berkshire Hathaway Inc Cl B 167 shares	Common Stock	—	$29K	$76K	0.8%
U.S. Treasury N/B Bond, $75,000, 4.25%, due 02/28/2029	Bonds / Notes	—	$75K	$75K	0.8%
Taiwan Semiconductor Mfg Co Ltd SP ADR 375 shares	Common Stock	—	$12K	$74K	0.8%
U.S. Treasury N/B Bond, $85,000, 1.875%, due 02/15/2032	Bonds / Notes	—	$77K	$72K	0.8%
JPMorgan Chase & Co 293 shares	Common Stock	—	$32K	$70K	0.8%
U.S. Treasury N/B Bond, $67,000, 4.00%, due 07/31/2029	Bonds / Notes	—	$68K	$66K	0.7%
Honeywell Intl Inc 280 shares	Common Stock	—	$59K	$63K	0.7%
U.S. Treasury N/B Bond, $77,000, 0.625%, due 05/15/2030	Bonds / Notes	—	$69K	$63K	0.7%
U.S. Treasury N/B Bond, $100,000, 2.375%, due 05/15/2051	Bonds / Notes	—	$85K	$63K	0.7%
Discover Finl Svcs 362 shares	Other securities	—	$51K	$63K	0.7%
Cardinal Hlth Inc 530 shares	Common Stock	—	$54K	$63K	0.7%
Shell PLC SP ADR 972 shares	Common Stock	—	$57K	$61K	0.7%
U.S. Treasury N/B Bond, $67,000, 1.250%, due 06/30/2028	Bonds / Notes	—	$64K	$60K	0.7%
Zebra Technologies 141 shares	Other securities	—	$36K	$57K	0.6%
Relx PLC SP ADR 1,245 shares	Common Stock	—	$39K	$57K	0.6%
U.S. Treasury N/B Bond, $63,000, 4.125%, due 08/15/2053	Bonds / Notes	—	$60K	$56K	0.6%
Sanofi SP ADR 1,132 shares	Common Stock	—	$52K	$55K	0.6%
Humana Inc 202 shares	Common Stock	—	$68K	$51K	0.6%
Advanced Micro Devices Inc 416 shares	Common Stock	—	$54K	$50K	0.5%
Lvmh Moet Hennessy Louis Vuitton SP ADR 380 shares	Common Stock	—	$41K	$50K	0.5%
Hdfc Bk Ltd SP ADR 766 shares	Common Stock	—	$36K	$49K	0.5%
Tko Group Holdings Inc 339 shares	Common Stock	—	$21K	$48K	0.5%
Wabtec Corp 253 shares	Common Stock	—	$37K	$48K	0.5%
Ss&c Technologies Hldgs Inc 585 shares	Common Stock	—	$44K	$44K	0.5%
Cognizant Tech Solutions Corp 575 shares	Common Stock	—	$33K	$44K	0.5%
Cgi Inc Cl A Sub Vtg Shs 403 shares	Common Stock	—	$16K	$44K	0.5%
Schneider Electric SE Unsp ADR 878 shares	Common Stock	—	$12K	$44K	0.5%
Tenet Healthcare Corp 343 shares	Common Stock	—	$18K	$43K	0.5%
U.S. Treasury N/B Bond, $45,000, 3.875%, due 08/15/2033	Bonds / Notes	—	$43K	$43K	0.5%
Reinsurance Group Of America 196 shares	Common Stock	—	$21K	$42K	0.5%
Goldman Sachs Group Inc $44,000, 1.948%, due 10/21/2027	Bonds / Notes	—	$40K	$42K	0.5%
Thermo Fisher Scientific Inc 79 shares	Common Stock	—	$44K	$41K	0.4%
Electronic Arts Inc 279 shares	Common Stock	—	$38K	$41K	0.4%
Rb Global Inc. 449 shares	Common Stock	—	$27K	$41K	0.4%