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Original filing (PDF)20250718104942NAL0000804483001
REPLACEMENTS, LTD.
Form 5500
FILING_RECEIVED
REPLACEMENTS, LTD. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
342
Accounts w/ balance
407
Plan assets (EOY)
$63.8M
Net assets (EOY)
$63.8M
How this plan invests
This plan
1 pooled trust
Schedule D
36 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 REPLACEMENTS, LTD..
Plan sponsor
Name
REPLACEMENTS, LTD.
EIN
56-1313274
Address
P.O. BOX 26029 · GREENSBORO, NC · 274206029
Phone
(336) 697-3000
Industry
Retail Tradesee 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
2025-07-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH LEONARD PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $75K | — |
| CREATIVE PLANNING | 84-4519624 | — | NONE | $35K | — |
| SMITH LEONARD PLLC | 20-5907591 | — | NONE | $8K | — |
Investments
34 direct securities · 1 pooled fund· $59.9M(94% 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.
Uncategorized
$55.0M
34 holdings
Common Collective Trust
$4.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | — | — | — | $6.1M | 9.6% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $5.1M | 7.9% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $4.8M | 7.6% | |
| Vanguard Total Stock Market Index Fund | — | — | — | $4.6M | 7.3% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $4.4M | 6.9% | |
| Shelton Capital Management Nasdaq-100 Index Fund | — | — | — | $4.4M | 6.8% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $4.0M | 6.2% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $3.4M | 5.3% | |
| AllianceBernstein Large Cap Growth Fund | — | — | — | $2.6M | 4.1% | |
| Vanguard VGI Brokerage Option | — | — | — | $2.3M | 3.6% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $2.0M | 3.2% | |
| Vanguard Windsor II Fund | — | — | — | $1.9M | 3.0% | |
| Vanguard Intermediate-Term Bond Index Fund | — | — | — | $1.8M | 2.8% | |
| Vanguard Explorer Fund | — | — | — | $1.8M | 2.7% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $1.5M | 2.4% | |
| JP Morgan Small Cap Equity Fund | — | — | — | $1.3M | 2.0% | |
| Vanguard Strategic Equity Fund | — | — | — | $1.2M | 1.8% | |
| Notes receivable from participants Interest rates of 4.25 to 9.50% | — | — | — | $1.1M | 1.8% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $1.1M | 1.7% | |
| Vanguard Small-Cap Value Index Fund | — | — | — | $776K | 1.2% | |
| Vanguard International Growth Fund | — | — | — | $625K | 1.0% | |
| Vanguard Target Retirement Income Fund | — | — | — | $528K | 0.8% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $491K | 0.8% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $343K | 0.5% | |
| Vanguard Total International Bond Index Fund | — | — | — | $343K | 0.5% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $328K | 0.5% | |
| Allspring Special Mid Cap Value Fund | — | — | — | $269K | 0.4% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $150K | 0.2% | |
| Vanguard FTSE Social Index Fund | — | — | — | $141K | 0.2% | |
| Artisan Mid Cap Fund | — | — | — | $135K | 0.2% | |
| Vanguard Emerging Markets Stock Index Fund | — | — | — | $120K | 0.2% | |
| Vanguard Inflation-Protected Securities Fund | — | — | — | $119K | 0.2% | |
| Vanguard Intermediate-Term Treasury Fund | — | — | — | $102K | 0.2% | |
| Vanguard Federal Money Market Fund | — | — | — | $44K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $3K | <0.1% |