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Original filing (PDF)20250722234633NAL0003408225001
REO PLASTICS, INC.
Form 5500
FILING_RECEIVED
REO PLASTICS, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~105 bps in Sched C fees
Active participants
175
Accounts w/ balance
187
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
21 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
- 105 bps in Schedule C fees — 102% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REO PLASTICS, INC..
Plan sponsor
Name
REO PLASTICS, INC.
EIN
41-0850792
Address
11850 93RD AVE N · MAPLE GROVE, MN · 55369
Phone
(763) 391-8219
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHRISTENSEN GROUP FINANCIAL LLC | — | EDEN PRAIRIE, MN | INVESTMENT ADVISOR | $24K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCGLADREY LLP | — | CHICAGO, IL | OTHER | $20K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
21 direct securities· $6.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index Retirement K Fund | — | — | — | $853K | 12.4% | |
| iShares S&P 500 Index K Fund | — | — | — | $778K | 11.3% | |
| American Funds American Balanced R6 Fund | — | — | — | $681K | 9.9% | |
| BlackRock LifePath Index 2030 K Fund | — | — | — | $662K | 9.6% | |
| BlackRock LifePath Index 2035 K Fund | — | — | — | $621K | 9.0% | |
| JP Morgan Large Cap Growth R6 Fund | — | — | — | $528K | 7.7% | |
| BlackRock LifePath Index 2045 K Fund | — | — | — | $405K | 5.9% | |
| JHancock Disciplined Value Mid Cap R6 Fund | — | — | — | $394K | 5.7% | |
| iShares Russell Mid Cap Index K Fund | — | — | — | $275K | 4.0% | |
| MFS International Growth R6 Fund | — | — | — | $270K | 3.9% | |
| BlackRock LifePath Index 2055 K Fund | — | — | — | $256K | 3.7% | |
| Empower Key Guaranteed Portfolio Fund | — | — | — | $199K | 2.9% | |
| American Funds Washington Mutual R6 Fund | — | — | — | $187K | 2.7% | |
| BlackRock LifePath Index 2040 K Fund | — | — | — | $168K | 2.4% | |
| BlackRock LifePath Index 2060 K Fund | — | — | — | $156K | 2.3% | |
| AB Small Cap Growth Z Fund | — | — | — | $122K | 1.8% | |
| Prudential Total Return Bond R6 Fund | — | — | — | $89K | 1.3% | |
| BlackRock LifePath Index 2050 K Fund | — | — | — | $82K | 1.2% | |
| American Century Small Cap Value R6 Fund | — | — | — | $64K | 0.9% | |
| BlackRock Emerging Markets K Fund | — | — | — | $60K | 0.9% | |
| BlackRock Lifepath Index 2065 K Fund | — | — | — | $27K | 0.4% |
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