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Original filing (PDF)20251014135655NAL0001499187001
REGED, INC.
Form 5500
FILING_RECEIVED
REGED 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
364
Accounts w/ balance
394
Plan assets (EOY)
$37.3M
Net assets (EOY)
$37.3M
How this plan invests
This plan
1 pooled trust
Schedule D
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.
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REGED, INC..
Plan sponsor
Name
REGED, INC.
EIN
56-1834249
Address
2100 GATEWAY CENTRE BLVD · SUITE 200 · MORRISVILLE, NC · 27560
Phone
(919) 653-5429
Industry
Management of Companies / Holdingssee 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
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BERNARD ROBINSON & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 48-1305000 | — | INVESTMENT ADVISORY | $15K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $48K | — |
Investments
30 direct securities · 1 pooled fund· $37.4M(100% 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
$36.1M
30 holdings
Common Collective Trust
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index 2040 K Fund | — | — | — | $5.3M | 14.2% | |
| Vanguard 500 Index Admiral Fund | — | — | — | $5.0M | 13.4% | |
| Fidelity Investments Fidelity Blue Chip Growth K6 Fund | — | — | — | $4.7M | 12.5% | |
| BlackRock Lifepath Index 2035 K Fund | — | — | — | $3.4M | 9.1% | |
| BlackRock Lifepath Index 2050 K Fund | — | — | — | $3.3M | 8.9% | |
| BlackRock Lifepath Index 2045 K Fund | — | — | — | $2.9M | 7.7% | |
| BlackRock Lifepath Index 2030 K Fund | — | — | — | $2.0M | 5.3% | |
| BlackRock Lifepath Index Retirement K Fund | — | — | — | $1.7M | 4.6% | |
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.3M | 3.5% | |
| BlackRock Lifepath Index 2055 K Fund | — | — | — | $1.2M | 3.3% | |
| Vanguard Small Cap Index Admiral Fund | — | — | — | $767K | 2.1% | |
| Vanguard Mid Cap Index Admiral Fund | — | — | — | $750K | 2.0% | |
| JPMorgan Mid Cap Growth R6 Fund | — | — | — | $710K | 1.9% | |
| Participant loans 4.25% - 9.50%, maturing through 2052 | — | — | — | $544K | 1.5% | |
| BlackRock Lifepath Index 2060 K Fund | — | — | — | $531K | 1.4% | |
| American Funds American Funds American Balanced R6 Fund | — | — | — | $485K | 1.3% | |
| JPMorgan Core Plus Bond R6 Fund | — | — | — | $438K | 1.2% | |
| T. Rowe Price T. Rowe Price Overseas Stock I Fund | — | — | — | $420K | 1.1% | |
| Vanguard Total International Stock Index Admiral Fund | — | — | — | $308K | 0.8% | |
| Franklin Templeton Investments ClearBridge Small Cap Growth IS Fund | — | — | — | $263K | 0.7% | |
| JPMorgan Equity Income R6 Fund | — | — | — | $258K | 0.7% | |
| PGIM Investments PGIM High Yield R6 Fund | — | — | — | $190K | 0.5% | |
| PIMCO International Bond (US Dollar-Hedged) I Fund | — | — | — | $176K | 0.5% | |
| Vanguard Emerging Markets Stock Index Admiral Fund | — | — | — | $154K | 0.4% | |
| Amundi US Pioneer Strategic Income K Fund | — | — | — | $133K | 0.4% | |
| BlackRock Lifepath Index 2065 K Fund | — | — | — | $133K | 0.4% | |
| American Century Investments American Century Mid-Cap Value R6 Fund | — | — | — | $106K | 0.3% | |
| (E) | — | — | — | $65K | 0.2% | |
| Vanguard Real Estate Index Admiral Fund | — | — | — | $65K | 0.2% | |
| (E) | — | — | — | $47K | 0.1% | |
| American Century Investments American Century Small Cap Value R6 Fund | — | — | — | $47K | 0.1% |
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