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Original filing (PDF)20250904121218NAL0010024483001
READERLINK DISTRIBUTION SERVICES, LLC
Form 5500
FILING_RECEIVED
READERLINK DISTRIBUTION SERVICES, LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
1,405
Accounts w/ balance
1,996
Plan assets (EOY)
$108.6M
Net assets (EOY)
$108.6M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: VFTC RETIREMENT SAVINGS TRUST (extraction pending)]" is 100% of plan.
- 18 bps in Schedule C fees — 84% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for READERLINK DISTRIBUTION SERVICES, LLC.
Plan sponsor
Name
READERLINK DISTRIBUTION SERVICES, LLC
EIN
36-4324269
Address
1420 KENSINGTON ROAD SUITE 300 · OAK BROOK, IL · 60523
Phone
(708) 649-6792
Industry
Wholesale Tradesee 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
2025-09-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
VRAKAS S.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $90K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC DBA CR | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $23K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP INC | 23-1945930 | — | NONE | $88K | — |
Investments
1 pooled fund· $6.5M(6% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD RETIREMENT SAVINGS TRUST VANGUARD · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $6.5M | 6.0% |