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Original filing (PDF)20251014153019NAL0003289601001
REED AUTOMOTIVE GROUP, INC.
Form 5500
FILING_RECEIVED
REED AUTOMOTIVE GROUP, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
387
Accounts w/ balance
276
Plan assets (EOY)
$21.2M
Net assets (EOY)
$21.2M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 58% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REED AUTOMOTIVE GROUP, INC..
Plan sponsor
Name
REED AUTOMOTIVE GROUP, INC.
EIN
68-0542082
Address
9550 NW PRAIRIE VIEW ROAD · KANSAS CITY, MO · 64153
Phone
(816) 436-6300
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PICKETT, CHANEY AND MCMULLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D. JONES & COMPANY, L.P. | 68-0542082 | KANSAS CITY, MO | RETAINED BY CLIENT | $48K | — |
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY CLIENT | $39K | — |
| PICKETT, CHANEY & MCMULLEN LLP | 48-1246310 | — | RETAINED BY CLIENT | $10K | — |
Investments
36 direct securities · 1 pooled fund· $21.1M(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
$20.5M
36 holdings
Common Collective Trust
$657K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement Fund | — | — | — | $3.4M | 16.0% | |
| American Funds 2030 Target Date Retirement Fund | — | — | — | $2.7M | 12.9% | |
| American Funds 2025 Target Date Retirement Fund | — | — | — | $2.1M | 9.7% | |
| American Funds 2055 Target Date Retirement Fund | — | — | — | $1.9M | 8.8% | |
| American Funds 2040 Target Date Retirement Fund | — | — | — | $1.5M | 7.2% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $1.4M | 6.6% | |
| American Funds 2045 Target Date Retirement Fund | — | — | — | $1.3M | 6.3% | |
| American Funds 2060 Target Date Retirement Fund | — | — | — | $1.1M | 5.3% | |
| Vanguard Grow th Index Fund | — | — | — | $777K | 3.7% | |
| Vanguard 500 Index Fund | — | — | — | $670K | 3.2% | |
| JOHN HANCOCK STABLE VALUE FUND CIT GLOBAL TRUST COMPANY - JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $657K | 3.1% | |
| The Grow th Fund of America | — | — | — | $467K | 2.2% | |
| American Funds 2020 Target Date Retirement Fund | — | — | — | $452K | 2.1% | |
| Notes receivable from participants | — | — | — | $446K | 2.1% | |
| American Funds 2065 Target Date Retirement Fund | — | — | — | $392K | 1.9% | |
| Vanguard Value Index Fund | — | — | — | $313K | 1.5% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $301K | 1.4% | |
| MFS Intl Diversification Fund | — | — | — | $256K | 1.2% | |
| The Hartford Dividend and Grow th Fund | — | — | — | $189K | 0.9% | |
| Vanguard Total International Stock Index Fund | — | — | — | $162K | 0.8% | |
| American Funds Balanced Fund | — | — | — | $124K | 0.6% | |
| BlackRock Mid-Cap Grow th Equityty Portfolio | — | — | — | $70K | 0.3% | |
| Vanguard Small-Cap Grow th Index Fund | — | — | — | $70K | 0.3% | |
| American Funds EuroPacific Grow th Fund | — | — | — | $50K | 0.2% | |
| John Hancock Funds Disciplined Value Mid Cap Fund | — | — | — | $49K | 0.2% | |
| Vanguard Real Estate Index Fund | — | — | — | $47K | 0.2% | |
| JPMorgan Grow th Advantage Fund | — | — | — | $42K | 0.2% | |
| John Hancock Bond Fund | — | — | — | $41K | 0.2% | |
| ClearBridge Small Cap Grow th Fund | — | — | — | $36K | 0.2% | |
| American Funds New World Fund | — | — | — | $35K | 0.2% | |
| American Funds New Perspective Fund | — | — | — | $23K | 0.1% | |
| MFS Grow th Fund | — | — | — | $18K | <0.1% | |
| JPMorgan US Govt Money Market Fund | — | — | — | $14K | <0.1% | |
| Vanguard Mid-Cap Grow th Index Fund | — | — | — | $14K | <0.1% | |
| American Funds Small Cap World Fund | — | — | — | $13K | <0.1% | |
| Lord Abbett Bond Debenture Fund | — | — | — | $5K | <0.1% | |
| Fidelity International Small Cap | — | — | — | $17 | <0.1% |