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Original filing (PDF)20251014095529NAL0001193827001
RETURNS R US
Form 5500
FILING_RECEIVED
RETURNS R US 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
176
Accounts w/ balance
148
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RETURNS R US.
Plan sponsor
Name
RETURNS R US
EIN
36-4083933
Address
1801 N BUTTERFIELD RD · LIBERTYVILLE, IL · 60048
Phone
(847) 837-1224
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
SAVANT CAPITAL, LLC
EIN
45-3812777
City
ROCKFORD, IL
Phone
(815) 277-0300
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT, LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAVANT CAPITAL MANAGEMENT, INC | 36-3859937 | — | NONE | $31K | — |
Investments
18 direct securities· $6.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dimensional Fund Advisors US Sustainability Core 1 313 Fidelity 500 Index | — | — | — | $1.3M | 19.4% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $911K | 13.3% | |
| Dimensional Fund Advisors US Large Cap Value III | — | — | — | $683K | 9.9% | |
| Avantis Emerging Markets Equity Fund Ins | — | — | — | $468K | 6.8% | |
| Vanguard Total Intl Bd Idx Admiral | — | — | — | $428K | 6.2% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $356K | 5.2% | |
| Dimensional Fund Advisors International Value Fund III | — | — | — | $330K | 4.8% | |
| Vanguard Short-Term Investment-Grade Adm | — | — | — | $305K | 4.4% | |
| Dimensional Fund Advisors International Small Company I | — | — | — | $278K | 4.1% | |
| Avantis International Small Cap Value | — | — | — | $275K | 4.0% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $255K | 3.7% | |
| Dimensional Fund Advisors International Sustainability Core 1 277 Dimensional Fund Advisors US Hi Relatv Profitability Instl | — | — | — | $234K | 3.4% | |
| Dimensional Fund Advisors Global Real Estate Securities Port | — | — | — | $217K | 3.2% | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm | — | — | — | $216K | 3.1% | |
| PIMCO Income Instll | — | — | — | $210K | 3.1% | |
| Vanguard Small Cap Index Adm | — | — | — | $200K | 2.9% | |
| Vanguard Federal Money Market Investor 9 Vanguard Growth Index Admiral | — | — | — | $105K | 1.5% | |
| Vanguard International Growth Admiral | — | — | — | $20K | 0.3% |
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