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Original filing (PDF)20251003111433NAL0001309361002
REDAPTIVE, INC.
Form 5500
FILING_RECEIVED
REDAPTIVE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
171
Accounts w/ balance
244
Plan assets (EOY)
$19.6M
Net assets (EOY)
$19.6M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REDAPTIVE, INC..
Plan sponsor
Name
REDAPTIVE, INC.
EIN
47-3325760
Address
1580 N. LOGAN STREET · SUITE 660, #35847 · DENVER, CO · 80203
Phone
(303) 376-4339
Industry
Real Estatesee 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
2025-10-03
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
AUDIT AND TAX SOLUTION, CPAS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $24K | — |
| SILICON VALLEY RETIREMENT SERVICES | 27-2233898 | — | NONE | $17K | — |
Investments
31 direct securities· $19.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fd Mutual Funds | — | — | — | $3.8M | 19.3% | |
| Vanguard Target Retirement 2055 Mutual Funds | — | — | — | $2.1M | 10.7% | |
| Vanguard Target Retirement 2050 Mutual Funds | — | — | — | $2.1M | 10.6% | |
| Vanguard Target Retirement 2045 Mutual Funds | — | — | — | $1.8M | 9.1% | |
| Vanguard Target Retirement 2035 Mutual Funds | — | — | — | $1.1M | 5.5% | |
| Vanguard Target Retirement 2060 Mutual Funds | — | — | — | $928K | 4.7% | |
| Schwab Bank Savings Money Market Funds | — | — | — | $824K | 4.2% | |
| Schwab International Index Fd Mutual Funds | — | — | — | $665K | 3.4% | |
| Vanguard Target Retirement 2040 Mutual Funds | — | — | — | $656K | 3.3% | |
| DFA Intl Large Cap Gr Instl Mutual Funds | — | — | — | $596K | 3.0% | |
| Fidelity Mid Cap Index Mutual Funds | — | — | — | $545K | 2.8% | |
| Vanguard Sm Cap Val Index Adm Mutual Funds | — | — | — | $452K | 2.3% | |
| Vanguard Growth Index Adm Mutual Funds | — | — | — | $441K | 2.2% | |
| similar party Investment Value DFA Emerging Markets Core Eq Mutual Funds | — | — | — | $432K | 2.2% | |
| Vanguard Small Cap Grth Index Mutual Funds | — | — | — | $398K | 2.0% | |
| Vanguard Interm Term Bd Idx Mutual Funds | — | — | — | $380K | 1.9% | |
| Schwab Small Cap Index Fd Mutual Funds | — | — | — | $327K | 1.7% | |
| Vanguard Real Estate Index Adm Mutual Funds | — | — | — | $315K | 1.6% | |
| Vanguard Target Retirement 2030 Mutual Funds | — | — | — | $266K | 1.4% | |
| Vanguard Target Retirement Income Mutual Funds | — | — | — | $213K | 1.1% | |
| Participant loans 14 loans; 4.25-9.50% | — | — | — | $194K | 1.0% | |
| Vanguard Target Retirement 2065 Mutual Funds | — | — | — | $166K | 0.8% | |
| Dodge & Cox Stock Fund Mutual Funds | — | — | — | $150K | 0.8% | |
| Vanguard Short Term Fed Fd Adm Mutual Funds | — | — | — | $145K | 0.7% | |
| Vanguard Ftse Social Idx Adm Mutual Funds | — | — | — | $137K | 0.7% | |
| Dodge & Cox Income Fund Mutual Funds | — | — | — | $128K | 0.6% | |
| Vanguard Target Retirement 2025 Mutual Funds | — | — | — | $127K | 0.6% | |
| DFA Inflation Protected Sec Mutual Funds | — | — | — | $127K | 0.6% | |
| DFA Intl Value Portfolio Mutual Funds | — | — | — | $71K | 0.4% | |
| Vanguard Mid Cap Value Idx Adm Mutual Funds | — | — | — | $47K | 0.2% | |
| Vanguard Target Retirement 2070 Mutual Funds | — | — | — | $10K | <0.1% |
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