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Original filing (PDF)20250825051438NAL0014716194001
PAUL REED SMITH GUITARS, LP
Form 5500
FILING_RECEIVED
PAUL REED SMITH GUITARS, LP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
494
Accounts w/ balance
550
Plan assets (EOY)
$26.8M
Net assets (EOY)
$26.8M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PAUL REED SMITH GUITARS, LP.
Plan sponsor
Name
PAUL REED SMITH GUITARS, LP
EIN
52-1385424
Address
380 LOG CANOE CIRCLE · STEVENSVILLE, MD · 21666
Phone
(410) 643-9970
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
2025-08-25
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsInvestments
25 direct securities · 1 pooled fund· $25.9M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$25.0M
25 holdings
Common Collective Trust
$905K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $3.0M | 11.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $3.0M | 11.2% | |
| JPM SMARTRETIREMENT 2040 R6 | Registered Investment Companies | — | — | $2.0M | 7.5% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $1.6M | 6.0% | |
| JPM SMARTRETIREMENT 2050 R6 | Registered Investment Companies | — | — | $1.5M | 5.8% | |
| JPM SMARTRRT 2060 - R6 | Registered Investment Companies | — | — | $1.4M | 5.1% | |
| JPM SMARTRETIREMENT 2045 R6 | Registered Investment Companies | — | — | $1.4M | 5.1% | |
| JPM SMARTRETIREMENT 2035 R6 | Registered Investment Companies | — | — | $1.2M | 4.4% | |
| JPM SMARTRETIREMENT 2055 R6 | Registered Investment Companies | — | — | $1.1M | 4.2% | |
| COLUMBIA BALANCED FUND - I3 | Registered Investment Companies | — | — | $941K | 3.5% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $905K | 3.4% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $893K | 3.3% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $883K | 3.3% | |
| PIONEER BOND FUND - K | Registered Investment Companies | — | — | $839K | 3.1% | |
| JPM SMARTRETIREMENT INCOME R6 | Registered Investment Companies | — | — | $777K | 2.9% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $750K | 2.8% | |
| JPM SMARTRETIREMENT 2030 R6 | Registered Investment Companies | — | — | $689K | 2.6% | |
| HOOD RIVER SMALL CAP GR RETIRE | Registered Investment Companies | — | — | $638K | 2.4% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $630K | 2.3% | |
| JPM SMARTRETIREMENT 2025 R6 | Registered Investment Companies | — | — | $368K | 1.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $338K | 1.3% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $316K | 1.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $266K | 1.0% | |
| PIMCO GNMA GOVTSECUR INST | Registered Investment Companies | — | — | $199K | 0.7% | |
| FID US BOND IND | Registered Investment Companies | — | — | $183K | 0.7% | |
| JPM SMARTRETIREMENT 2065 R6 | Registered Investment Companies | — | — | $69K | 0.3% |