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Original filing (PDF)20251010144533NAL0018280738001
REEDMARK ADVISERS LLC
Form 5500
FILING_RECEIVED
SRL REEDMARK POOLED EMPLOYER PLAN
401(k) retirement plan
Active participants
538
Accounts w/ balance
117
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 22% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REEDMARK ADVISERS LLC.
Plan sponsor
Name
REEDMARK ADVISERS LLC
EIN
47-2223502
Address
92 EAST MAIN STREET · SOMERVILLE, NJ · 08876
Phone
(908) 300-5292
Industry
Finance & Insurancesee 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
2S · Automatic enrollment
2T · Default investment account (QDIA)
2W · Pooled employer plan (PEP)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TEMPLETON & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REEDMARK ADVISORS LLC | 47-2223502 | — | RECORD KEEPER | $8K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $7K | — |
Investments
33 direct securities· $3.5M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Inv | — | — | — | $762K | 21.0% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $613K | 16.9% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $551K | 15.2% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $185K | 5.1% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $167K | 4.6% | |
| Vanguard 500 Index Admiral | — | — | — | $158K | 4.4% | |
| Vanguard Equity-Income Adm ** 800 Vanguard Growth Index Adm | — | — | — | $144K | 4.0% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $106K | 2.9% | |
| JPMorgan US Eq R6 | — | — | — | $97K | 2.7% | |
| Vanguard Target Retirement Income Inv | — | — | — | $89K | 2.4% | |
| Notes receivable from Loans to participants, interest rates ranging from * - | — | — | — | $83K | 2.3% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $76K | 2.1% | |
| Transamerica Stable Value Ascend Account | — | — | — | $74K | 2.1% | |
| Goldman Sachs GQG Ptnrs Intl Opps Instl | — | — | — | $68K | 1.9% | |
| American Funds American Balanced R6 | — | — | — | $59K | 1.6% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $52K | 1.4% | |
| Vanguard Total Stock Mkt Idx Adm | — | — | — | $51K | 1.4% | |
| Vanguard Strategic Small-Cap Equity Inv | — | — | — | $41K | 1.1% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $30K | 0.8% | |
| Vanguard Target Retirement 2070 Inv | — | — | — | $25K | 0.7% | |
| Dodge & Cox Global Bond I ** 705 Fidelity International Index | — | — | — | $22K | 0.6% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $14K | 0.4% | |
| Vanguard Selected Value Inv | — | — | — | $11K | 0.3% | |
| DFA Investment Grade I | — | — | — | $10K | 0.3% | |
| PIMCO High Yield Instl | — | — | — | $9K | 0.3% | |
| iShares Russell Mid Cap Index K | — | — | — | $6K | 0.2% | |
| Touchstone Small Company R6 | — | — | — | $6K | 0.2% | |
| Hartford Global Impact R6 | — | — | — | $3K | <0.1% | |
| BlackRock Natural Resources Instl ** 60 Calvert International Responsible Idx R6 ** 104 Cohen & Steers Real Estate Securities Z | — | — | — | $3K | <0.1% | |
| Dimensional DFA Infl-Prtctd Sec I | — | — | — | $3K | <0.1% | |
| DFA Inflation-Protected Securities I | — | — | — | $3K | <0.1% | |
| PIMCO Low Duration Income Instl | — | — | — | $2K | <0.1% | |
| American Funds New World R6 | — | — | — | $1K | <0.1% |
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