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Original filing (PDF)20251014142340NAL0001496467001
REDGUARD, LLC
Form 5500
FILING_RECEIVED
REDGUARD, LLC 401(K) PLAN
401(k) retirement plan
Active participants
370
Accounts w/ balance
456
Plan assets (EOY)
$23.3M
Net assets (EOY)
$23.3M
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)
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
80
Vendor stack
100
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REDGUARD, LLC.
Plan sponsor
Name
REDGUARD, LLC
EIN
48-1209130
Address
4340 S WEST ST · WICHITA, KS · 672173816
Phone
(316) 440-1813
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK TRUST COMPANY LLC | 80-0709115 | — | RECORDKEEPER | $58K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER RETIREMENT ADVISORS | 61-1740806 | OVERLAND PARK, KS | INVESTMENT ADVISOR | $42K | — |
Investments
30 direct securities· $23.3M(100% of reported assets)
Uncategorized
$23.2M
29 holdings
Mutual Funds
$36K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Target Fund R6 2035 | — | — | — | $4.4M | 19.0% | |
| Fidelity Investments 500 Index Fund | — | — | — | $3.4M | 14.5% | |
| American Funds American Target Fund R6 2050 | — | — | — | $1.9M | 8.4% | |
| American Funds American Target Fund R6 2040 | — | — | — | $1.7M | 7.1% | |
| American Funds American Target Fund R6 2030 | — | — | — | $1.6M | 6.7% | |
| MFS Growth Fund | — | — | — | $1.2M | 5.3% | |
| American Funds American Target Fund R6 2025 | — | — | — | $1.2M | 5.3% | |
| American Funds American Target Fund R6 2045 | — | — | — | $1.1M | 4.8% | |
| American Funds American Target Fund R6 2060 | — | — | — | $876K | 3.8% | |
| American Funds American Target Fund R6 2055 | — | — | — | $812K | 3.5% | |
| Common Collective Trust Fund T. Rowe Price Stable Value Fund | — | — | — | $610K | 2.6% | |
| MFS Value Fund | — | — | — | $530K | 2.3% | |
| Participant Loans Promissory notes, maturities through 2039, interest rates ranging from 4.25% to 10.50% | — | — | — | $520K | 2.2% | |
| American Funds American Target Fund R6 2065 | — | — | — | $387K | 1.7% | |
| JP Morgan Undiscovered Manager Behavioral Value | — | — | — | $358K | 1.5% | |
| Fidelity Investments Total International Index Fund | — | — | — | $346K | 1.5% | |
| AIM Investment Funds Invesco Discovery Mid Cap Growth | — | — | — | $315K | 1.4% | |
| MFS Mid Cap Value Fd R6 | — | — | — | $306K | 1.3% | |
| JP Morgan JPMorgan US Govt Money Market 424 Metropolitan West Total Return Bond Fund | — | — | — | $241K | 1.0% | |
| Fidelity Investments Small Cap Index Fund | — | — | — | $224K | 1.0% | |
| Fidelity Investments Mid Cap Index Fund | — | — | — | $216K | 0.9% | |
| American Funds EuroPacific Growth | — | — | — | $215K | 0.9% | |
| American Funds American Target Fund R6 2015 | — | — | — | $204K | 0.9% | |
| Cohen and Steers Real Estate Securities | — | — | — | $158K | 0.7% | |
| AllianceBernstein Small Cap Growth Portfolio | — | — | — | $156K | 0.7% | |
| T. Rowe Price T Rowe Price Gbl Mult Sec Inv | — | — | — | $119K | 0.5% | |
| American Funds American Target Fund R6 2010 | — | — | — | $70K | 0.3% | |
| AIM Investment Funds Invesco Developing Markets | Mutual Funds | — | — | $36K | 0.2% | |
| AllianceBernstein Global Bond Fund | — | — | — | $22K | <0.1% | |
| American Funds American Target Fund R6 2020 | — | — | — | $14K | <0.1% |
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