How big is Todd Reed, Inc.'s plan?

Todd Reed, Inc.'s plan reported $2.0M in assets and 6 participants for 2024.

Original filing (PDF)20251001162702NAL0006027075001

Todd Reed, Inc.

Name: Todd Reed, Inc. — Todd Reed 401(k) Plan, Form 5500 (2024)
Creator: Todd Reed, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Todd Reed 401(k) Plan

401(k) retirement plan · Todd Reed, Inc.'s Todd Reed 401(k) Plan held $2.0M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Todd Reed, Inc.'s EIN is 42-1611988.

EIN 42-1611988

Plan number 001

Plan year 2024

ACK ID 20251001162702NAL0006027075001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Todd Reed, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Todd Reed, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

TODD REED, INC.

EIN

all filings

Address

1911 PEARL STREET · BOULDER, CO · 80302

Phone

(303) 442-6280

Industry

Wholesale Trade

Plan administrator