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Original filing (PDF)20251015124102NAL0002306883001
THE RED VAN WORKSHOP, LLC
Form 5500
FILING_RECEIVED
THE RED VAN WORKSHOP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
76
Accounts w/ balance
162
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE RED VAN WORKSHOP, LLC.
Plan sponsor
Name
THE RED VAN WORKSHOP, LLC
EIN
47-2685133
Address
7979 NORTH 41ST STREET · LONGMONT, CO · 80503
Phone
(303) 656-6457
Industry
Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONCEPTS & SVS | 35-2091834 | — | TPA | $0 | — |
Investments
29 direct securities · 1 pooled fund· $17.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$9.1M
29 holdings
Pooled Separate Account
$8.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $8.8M | 93.3% | |
| Fidelity 500 Index Fund Pooled Separate Account | — | — | — | $1.5M | 16.1% | |
| Vangrd Trgt Retire 2050 Fd Pooled Separate Account | — | — | — | $1.1M | 12.0% | |
| Vangrd Trgt Retire 2045 Fd Pooled Separate Account | — | — | — | $1.1M | 12.0% | |
| Vangrd Trgt Retire 2055 Fd Pooled Separate Account | — | — | — | $1.1M | 11.9% | |
| Vangrd Trgt Retire 2040 Fd Pooled Separate Account | — | — | — | $451K | 4.8% | |
| Vangrd Trgt Retire 2035 Fd Pooled Separate Account | — | — | — | $404K | 4.3% | |
| Vangrd Mid-Cap Index Fund Adm Pooled Separate Account | — | — | — | $386K | 4.1% | |
| Vangrd Small-Cap Index Fnd Adm Pooled Separate Account | — | — | — | $371K | 3.9% | |
| Vangrd Trgt Retire 2060 Fd Pooled Separate Account | — | — | — | $367K | 3.9% | |
| MFS Growth Fund R6 Pooled Separate Account | — | — | — | $273K | 2.9% | |
| Voya Fixed Account Guaranteed Interest Account | — | — | — | $225K | 2.4% | |
| Vangrd Trgt Retire Inc Fd Pooled Separate Account | — | — | — | $208K | 2.2% | |
| Vangrd Trgt Retire 2025 Fd Pooled Separate Account | — | — | — | $190K | 2.0% | |
| American Funds Am Balanced R6 Pooled Separate Account | — | — | — | $170K | 1.8% | |
| Vangrd LifeStrat Grw Fd Inv Pooled Separate Account | — | — | — | $166K | 1.8% | |
| JPMorgan Equity Income Fund R6 Pooled Separate Account | — | — | — | $148K | 1.6% | |
| Vangrd Tot Int Stk In F Adm Pooled Separate Account | — | — | — | $115K | 1.2% | |
| Vangrd LifeStrat Cns Gr Fd Inv Pooled Separate Account | — | — | — | $101K | 1.1% | |
| Vangrd Tot Bd Mkt Ind Fd Adm Pooled Separate Account | — | — | — | $90K | 1.0% | |
| Vangrd Trgt Retire 2030 Fd Pooled Separate Account | — | — | — | $67K | 0.7% | |
| Vangrd Trgt Retire 2065 Fd Pooled Separate Account | — | — | — | $62K | 0.7% | |
| Loomis Sayles Bond Fund N Pooled Separate Account | — | — | — | $59K | 0.6% | |
| American Funds EuroPacific R6 Pooled Separate Account | — | — | — | $58K | 0.6% | |
| PGIM High Yield Fund R6 Pooled Separate Account | — | — | — | $54K | 0.6% | |
| Vangrd LifeStrat Md Grw Fd Inv Pooled Separate Account | — | — | — | $53K | 0.6% | |
| DFA Emerging Markets Pt Ins Pooled Separate Account | — | — | — | $50K | 0.5% | |
| Participant Loans Interest rates of 6.75% to 10.50% | — | — | — | $40K | 0.4% | |
| DFA Global Real Est Sec Pt Ins Pooled Separate Account | — | — | — | $34K | 0.4% | |
| Neuberg Berm MdCp Grw Fnd R6 Pooled Separate Account | — | — | — | $31K | 0.3% |
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