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Original filing (PDF)20250723103133NAL0001805987001
REPUBLIC ELITE, LLC
Form 5500
FILING_RECEIVED
REPUBLIC ELITE 401(K) PLAN
401(k) retirement plan
Active participants
885
Accounts w/ balance
860
Plan assets (EOY)
$18.8M
Net assets (EOY)
$18.8M
How this plan invests
This plan
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 63 bps in Schedule C fees — 118% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REPUBLIC ELITE, LLC.
Plan sponsor
Name
REPUBLIC ELITE, LLC
EIN
36-4863352
Address
15167 BUSINESS AVENUE · ADDISON, TX · 75001
Phone
(972) 989-7209
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
2025-07-23
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RKL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $68K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $50K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
Investments
43 direct securities· $18.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2030 Trgt Date Retire R6 | — | — | — | $4.2M | 22.5% | |
| American Funds American Funds 2035 Trgt Date Retire R6 | — | — | — | $2.0M | 10.7% | |
| American Funds American Funds 2040 Trgt Date Retire R6 | — | — | — | $1.7M | 9.3% | |
| American Funds American Funds 2055 Trgt Date Retire R6 | — | — | — | $1.5M | 8.0% | |
| American Funds American Funds 2050 Trgt Date Retire R6 | — | — | — | $1.3M | 6.8% | |
| American Funds American Funds 2045 Trgt Date Retire R6 | — | — | — | $1.2M | 6.3% | |
| American Funds American Funds 2025 Trgt Date Retire R6 | — | — | — | $1.0M | 5.5% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $1.0M | 5.4% | |
| American Funds American Funds 2060 Trgt Date Retire R6 | — | — | — | $850K | 4.5% | |
| Participant Loans 4.25% to 9.50% | — | — | — | $537K | 2.9% | |
| MFS Massachusetts Investors Gr Stk R6 | — | — | — | $489K | 2.6% | |
| American Funds American Funds Growth Fund of Amer R6 | — | — | — | $406K | 2.2% | |
| American Funds American Funds 2065 Trgt Date Retire R6 | — | — | — | $350K | 1.9% | |
| ClearBridge Investments ClearBridge Appreciation IS | — | — | — | $323K | 1.7% | |
| Insurance Company Guaranteed Investment Contract * Empower Investments EI Fixed Account - Series Class I | — | — | — | $257K | 1.4% | |
| American Funds American Funds 2020 Trgt Date Retire R6 | — | — | — | $230K | 1.2% | |
| Goldman Sachs Goldman Sachs Mid Cap Growth R6 | — | — | — | $213K | 1.1% | |
| Registered Investment Companies American Funds American Funds 2015 Trgt Date Retire R6 | — | — | — | $183K | 1.0% | |
| American Funds American Funds Euro Pacific Gr R6 | — | — | — | $150K | 0.8% | |
| T. Rowe Price T. Rowe Price Dividend Growth I | — | — | — | $117K | 0.6% | |
| BlackRock Mid-Cap Growth Equity K | — | — | — | $111K | 0.6% | |
| MFS Value R6 | — | — | — | $96K | 0.5% | |
| American Funds American Funds Bond Fund of Amer R6 | — | — | — | $73K | 0.4% | |
| Columbia Threadneedle Investments Columbia Contrarian Core Instl 3 | — | — | — | $66K | 0.3% | |
| MFS Research International R6 | — | — | — | $54K | 0.3% | |
| Hartford Funds Hartford Schroders Intl Multi-Cp Val SDR | — | — | — | $41K | 0.2% | |
| Delaware Group Delaware Small Cap Value R6 | — | — | — | $41K | 0.2% | |
| Nuveen Real Estate Securities R6 | — | — | — | $32K | 0.2% | |
| ClearBridge Investments ClearBridge Small Cap Growth IS | — | — | — | $20K | 0.1% | |
| JPMorgan Investments JPMorgan Core Bond R6 | — | — | — | $20K | 0.1% | |
| Baron Funds Baron Small Cap Instl | — | — | — | $16K | <0.1% | |
| Virtus Investment Partners Virtus NFJ Mid-Cap Value Inst | — | — | — | $15K | <0.1% | |
| Goldman Sachs Goldman Sachs Intl Small Cap Insights | — | — | — | $12K | <0.1% | |
| Janus Henderson Investors Janus Henderson Triton N | — | — | — | $10K | <0.1% | |
| Federated Hermes Instl High Yield Bd R6 | — | — | — | $10K | <0.1% | |
| Oakmark International Small Cap Instl | — | — | — | $7K | <0.1% | |
| MFS International New Discovery R6 | — | — | — | $6K | <0.1% | |
| Janus Henderson Investors Janus Henderson Contrarian N | — | — | — | $6K | <0.1% | |
| Fidelity Investments Fidelity Advisor Strategic Income Z | — | — | — | $5K | <0.1% | |
| PGIM Funds (Prudential) PIMCO Real Return Instl | — | — | — | $5K | <0.1% | |
| Delaware Group Delaware Small Cap Core R6 | — | — | — | $4K | <0.1% | |
| Janus Henderson Investors Janus Henderson Flexible Bond N | — | — | — | $3K | <0.1% | |
| Hartford Funds Hartford World Bond R6 | — | — | — | $3K | <0.1% |
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