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Original filing (PDF)20251006132049NAL0008995906001
REECE CONSTRUCTION CO., INC.
Form 5500
FILING_RECEIVED
REECE EMPLOYEE'S PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
54% employer stock
Active participants
87
Accounts w/ balance
182
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
How this plan invests
This plan
56 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 54% of plan in employer / sponsor stock.
- 62 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REECE CONSTRUCTION CO., INC..
Plan sponsor
Name
REECE CONSTRUCTION CO., INC.
EIN
48-0596521
Address
1240 WEST NORTH STREET · SALINA, KS · 67401
Phone
(785) 827-8027
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
2025-10-06
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERP NATIONAL LLC | 84-2409363 | — | TPA | $10K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $12K | — |
| WEDEL FINANCIAL GROUP | 85-1701638 | — | NONE | $11K | — |
Investments
54 direct securities· $4.8M(88% of reported assets)
Uncategorized
$4.4M
51 holdings
Mutual Funds
$282K
1 holding
Common Stocks
$136K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Bond Fund of America Class A, 79,128 shares | — | — | $1.1M | $881K | 16.3% | |
| American Funds EuroPacific Growth Fund Class , 7,590 shares | — | — | $448K | $408K | 7.5% | |
| Abbvie, Inc. Common Stocks, 1730 shares | — | — | $13K | $307K | 5.7% | |
| JP Morgan Chase Common Stocks, 1272 shares | — | — | $87K | $305K | 5.6% | |
| McDonalds Corporation Common Stocks, 1025 shares | — | — | $27K | $297K | 5.5% | |
| American Funds Strategic Bond Fund Class A, 31,473 shares | Mutual Funds | — | $349K | $282K | 5.2% | |
| Coca-Cola Company Common Stocks, 3300 shares | — | — | $54K | $205K | 3.8% | |
| Morgan Stanley Bank NA 4.900% interest, matures 5/19/2025 | — | — | $175K | $175K | 3.2% | |
| Cisco Systems, Inc. Common Stocks, 2610 shares | — | — | $59K | $155K | 2.9% | |
| First United Bank & Trust 4.500% interest, matures 2/10/2025 | — | — | $150K | $150K | 2.8% | |
| Chevron Corporation Common Stocks, 950 shares | — | — | $28K | $138K | 2.5% | |
| Wells Fargo Bank NA 4.500% interest, matures 2/3/2025 | — | — | $125K | $125K | 2.3% | |
| s 3M Company Common Stocks, 840 shares | Common Stocks | — | $39K | $108K | 2.0% | |
| Lennox International Common Stocks, 87 shares | — | — | $15K | $53K | 1.0% | |
| Interactive Brokers Group Common Stocks, 281 shares | — | — | $17K | $50K | 0.9% | |
| LPL Financial Holdings Common Stocks, 146 shares | — | — | $20K | $48K | 0.9% | |
| Interest-bearing Cash * Wells Fargo Bank NA Interest-bearing cash account | — | — | $47K | $47K | 0.9% | |
| Bentley Systems, Inc. Common Stocks, 888 shares | — | — | $35K | $41K | 0.8% | |
| Goldman Sachs GS FSQ Gov Inst Money Market Fund | — | — | $40K | $40K | 0.7% | |
| Berkley W R Corporation Common Stocks, 688 shares | — | — | $15K | $40K | 0.7% | |
| Cooper Cos, Inc. Common Stocks, 436 shares | — | — | $25K | $40K | 0.7% | |
| Verizon Communications, Inc. Common Stocks, 1000 shares | — | — | $21K | $40K | 0.7% | |
| Zebra Technologies Corporation Common Stocks, 103 shares | — | — | $22K | $40K | 0.7% | |
| Watsco Inc. Common Stocks, 82 shares | — | — | $24K | $39K | 0.7% | |
| Pool Corporation Common Stocks, 111 shares | — | — | $17K | $38K | 0.7% | |
| Aspen Tech, Inc. Common Stocks, 142 shares | — | — | $24K | $35K | 0.7% | |
| Zurn Elkay Water Solutions Corporation Common Stocks, 942 shares | — | — | $25K | $35K | 0.6% | |
| Equifax, Inc. Common Stocks, 136 shares | — | — | $22K | $35K | 0.6% | |
| Stag Industrial Inc. Common Stocks, 1000 shares | — | — | $40K | $34K | 0.6% | |
| Rollins, Inc. Common Stocks, 83 shares | — | — | $19K | $32K | 0.6% | |
| Choice Hotels International, Inc. Common Stocks, 223 shares | — | — | $28K | $32K | 0.6% | |
| Jack Henry and Associates, Inc. Common Stocks, 175 shares | — | — | $18K | $31K | 0.6% | |
| Nordson Corporation Common Stocks, 145 shares | — | — | $10K | $30K | 0.6% | |
| Goldman Sachs FINL Square Treasury Instrs Fund Money Market Fund, 28,822 shares | — | — | $29K | $29K | 0.5% | |
| SAIA, Inc. Common Stocks, 62 shares | — | — | $17K | $28K | 0.5% | |
| Allegion PLC Common Stocks, 214 shares | — | — | $22K | $28K | 0.5% | |
| s (Continued) Teledyne Technologies Common Stocks, 60 shares | Common Stocks | — | $29K | $28K | 0.5% | |
| Charles River Lab Common Stocks, 146 shares | — | — | $19K | $27K | 0.5% | |
| Teradyne, Inc. Common Stocks, 212 shares | — | — | $9K | $27K | 0.5% | |
| Bright Horizons Family Solutions, Inc. Common Stocks, 234 shares | — | — | $29K | $26K | 0.5% | |
| Dupont De Nemours, Inc. Common Stocks, 333 shares | — | — | $33K | $25K | 0.5% | |
| United Parcel Service Common Stocks, 200 shares | — | — | $41K | $25K | 0.5% | |
| Ollie's Bargain Outlet Holdings, Inc. Common Stocks, 224 shares | — | — | $22K | $25K | 0.5% | |
| Chemed Corporation Common Stocks, 44 shares | — | — | $20K | $23K | 0.4% | |
| Universal Display Corp Common Stocks, 156 shares | — | — | $29K | $23K | 0.4% | |
| Thor Industries Common Stocks, 231 shares | — | — | $15K | $22K | 0.4% | |
| Exponent, Inc. Common Stocks, 241 shares | — | — | $23K | $21K | 0.4% | |
| SiteOne Landscape Supply, Inc. Common Stocks, 162 shares | — | — | $10K | $21K | 0.4% | |
| Intel Corp Common Stocks, 1000 shares | — | — | $48K | $20K | 0.4% | |
| Corteva, Inc. Common Stocks, 333 shares | — | — | $11K | $19K | 0.4% | |
| The Scotts Miracle-Gro Company Common Stocks, 281 shares | — | — | $22K | $19K | 0.3% | |
| Fair Isaac, Inc. Common Stocks, 9 shares | — | — | $3K | $18K | 0.3% | |
| DOW, Inc. Common Stocks, 333 shares | — | — | $22K | $13K | 0.2% | |
| LCI Industries Common Stocks, 68 shares | — | — | $8K | $7K | 0.1% |