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Original filing (PDF)20251010072846NAL0017326066001
REEVES YOUNG, LLC
Form 5500
FILING_RECEIVED
REEVES YOUNG PROFIT SHARING PLAN
401(k) retirement plan
Active participants
579
Accounts w/ balance
379
Plan assets (EOY)
$19.6M
Net assets (EOY)
$19.6M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Knocking points off
- 59 bps in Schedule C fees — 102% above peer band of 29 bps.
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REEVES YOUNG, LLC.
Plan sponsor
Name
REEVES YOUNG, LLC
EIN
46-4674821
Address
45 PEACHTREE INDUSTRIAL BLVD., · STE 200 · SUGAR HILL, GA · 30518
Phone
(770) 271-1159
Industry
Constructionsee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RESJ, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $38K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL | — | MILWAUKEE, WI | INVESTMENT ADVISOR | $57K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES OF GA, INC. | — | KNOXVILLE, TN | CONTRACT ADMIN | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
Investments
30 direct securities· $19.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Mutual Fund - | — | — | — | $2.2M | 11.2% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund - | — | — | — | $2.1M | 10.7% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund - | — | — | — | $1.8M | 9.0% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund - | — | — | — | $1.6M | 8.0% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund - | — | — | — | $1.3M | 6.4% | |
| Vanguard Global Wellington Admiral Mutual Fund - | — | — | — | $1.1M | 5.4% | |
| Key Guaranteed Portfolio Fund Fixed Annuity Contract - | — | — | — | $975K | 5.0% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund - | — | — | — | $960K | 4.9% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund - | — | — | — | $827K | 4.2% | |
| Putnam Large Cap Value R6 Mutual Fund - | — | — | — | $722K | 3.7% | |
| American Funds Growth Fund of Amer R6 Mutual Fund - | — | — | — | $705K | 3.6% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund - | — | — | — | $681K | 3.5% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund - | — | — | — | $670K | 3.4% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund - | — | — | — | $584K | 3.0% | |
| Vanguard Mid Cap Index Fund Admiral Mutual Fund - | — | — | — | $527K | 2.7% | |
| Vanguard Developed Markets Index Admiral Mutual Fund - | — | — | — | $505K | 2.6% | |
| Baird Core Plus Bond Inst Mutual Fund - | — | — | — | $370K | 1.9% | |
| Fidelity Emerging Markets Index Mutual Fund - | — | — | — | $322K | 1.6% | |
| Notes Receivable from Participants Rates at 4.25% to 9.50% - | — | — | — | $311K | 1.6% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund - | — | — | — | $276K | 1.4% | |
| Lord Abbett Developing Growth R6 Mutual Fund - | — | — | — | $204K | 1.0% | |
| Vanguard Tax-Managed Small Cap Adm Mutual Fund - | — | — | — | $167K | 0.9% | |
| DFA Inflation-Protected Securities I Mutual Fund - | — | — | — | $159K | 0.8% | |
| Pimco Income Instl Mutual Fund - | — | — | — | $155K | 0.8% | |
| Nuveen Real Estate Securities Select R6 Mutual Fund - | — | — | — | $139K | 0.7% | |
| DFA International Social Cor Eq Instl Mutual Fund - | — | — | — | $134K | 0.7% | |
| American Funds Europacific Gr R6 Mutual Fund - | — | — | — | $85K | 0.4% | |
| Franklin Small-Mid Cap Growth R6 Mutual Fund - | — | — | — | $84K | 0.4% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Fund - | — | — | — | $67K | 0.3% | |
| Vanguard Target Retirement Income Inv Mutual Fund - | — | — | — | $57K | 0.3% |