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Original filing (PDF)20251113161243NAL0001464017001
REEVES HARDWARE COMPANY, INC.
Form 5500
FILING_RECEIVED
REEVES HARDWARE COMPANY RETIREMENT PLAN
401(k) retirement plan
Active participants
103
Accounts w/ balance
109
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
How this plan invests
This plan
28 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
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REEVES HARDWARE COMPANY, INC..
Plan sponsor
Name
REEVES HARDWARE COMPANY, INC.
EIN
58-0523515
Address
16 SOUTH MAIN STREET · CLAYTON, GA · 30525
Phone
(706) 782-4253
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-11-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS | — | IRVINE, CA | RECORDKEEPER | $350 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BSP RETIREMENT SERVICES | — | OLDSMAR, FL | INVESTMENT ADVISOR | $250 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | — | THE WOODLANDS, TX | CONTRACT ADMIN | $1K | — |
Investments
28 direct securities· $6.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R2E | — | — | — | $1.5M | 24.5% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R2E | — | — | — | $1.2M | 19.0% | |
| PUTNAM CORE EQUITY FUND R | — | — | — | $962K | 15.3% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R2E | — | — | — | $444K | 7.1% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R2E | — | — | — | $410K | 6.5% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R2E | — | — | — | $401K | 6.4% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R2E | — | — | — | $360K | 5.7% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R2E | — | — | — | $199K | 3.2% | |
| AMERICAN FUNDS AMERICAN BALANCED R2E | — | — | — | $140K | 2.2% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R2E | — | — | — | $109K | 1.7% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R2E | — | — | — | $75K | 1.2% | |
| AMERICAN FUNDS CAPITAL WORLD GR&INC R2E | — | — | — | $68K | 1.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE R2E | — | — | — | $65K | 1.0% | |
| FRANKLIN INCOME R | — | — | — | $59K | 0.9% | |
| AMERICAN FUNDS SMALLCAP WORLD R2E | — | — | — | $50K | 0.8% | |
| BLACKROCK HIGH YIELD R | — | — | — | $44K | 0.7% | |
| MFS GLOBAL ALTERNATIVE STRATEGY R2 | — | — | — | $37K | 0.6% | |
| EATON VANCE ATLANTA CAPITAL SMID-CAP R | — | — | — | $28K | 0.4% | |
| AMERICAN FUNDS 2060 TARGET DATE RET R2E | — | — | — | $25K | 0.4% | |
| LORD ABBETT BOND-DEBENTURE R2 | — | — | — | $23K | 0.4% | |
| AMERICAN FUNDS 2015 TRGT DATE RETIRE R2E | — | — | — | $11K | 0.2% | |
| AMERICAN FUNDS INCOME FUND OF AMER R2E | — | — | — | $9K | 0.1% | |
| EATON VANCE STRATEGIC INCOME R | — | — | — | $5K | <0.1% | |
| AMERICAN FUNDS US GOVT MONEY MARKET R2E | — | — | — | $4K | <0.1% | |
| HARTFORD DIVIDEND & GROWTH R3 | — | — | — | $4K | <0.1% | |
| AMERICAN FUNDS 2065 TARGET DATE FUND R2E | — | — | — | $4K | <0.1% | |
| AMERICAN FUNDS NEW WORLD R2E | — | — | — | $3K | <0.1% | |
| JPMORGAN GLOBAL ALLOCATION R2 | — | — | — | $3K | <0.1% |