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Original filing (PDF)20250813111609NAL0004843955001
E. E. REED CO., LTD
Form 5500
FILING_RECEIVED
REED COMPANIES PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
696
Accounts w/ balance
417
Plan assets (EOY)
$89.5M
Net assets (EOY)
$89.5M
How this plan invests
This plan
7 pooled trusts
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E. E. REED CO., LTD.
Plan sponsor
Name
E. E. REED CO., LTD
EIN
74-1899182
Address
333 COMMERCE GREEN BLVD · SUGARLAND, TX · 77478
Phone
(281) 933-4000
Industry
Constructionsee 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
2025-08-13
Pension benefit codes
2A · Age/service weighted or new comparability
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
MELTON & MELTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGMA FINANCIAL CORPORATION | — | ANN ARBOR, MI | BROKER/ADVISER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
8 direct securities · 7 pooled funds· $82.1M(92% 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.
Pooled Separate Account
$49.6M
7 holdings
Uncategorized
$32.6M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CAPITAL GROUP EUROPACIFIC GROWTH SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $14.3M | 16.0% | |
| LARGE CAP GROWTH / MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 350 | Pooled Separate Account | — | — | $12.3M | 13.8% | |
| Empower Annuity Insurance Company Guaranteed Income Fund | — | — | — | $9.9M | 11.0% | |
| COLUMBIA DIVIDEND VALUE (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $8.0M | 9.0% | |
| PGIM Quant Solutions Large - Cap Index Z | — | — | — | $7.8M | 8.7% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $6.6M | 7.3% | |
| Frankin Small-Mid Cap Growth Fund | — | — | — | $4.3M | 4.8% | |
| Columbia Small Cap Value II - A | — | — | — | $3.2M | 3.6% | |
| AllSpring Emerging Growth A | — | — | — | $3.0M | 3.3% | |
| MID CAP VALUE / INTEGRITY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 441 | Pooled Separate Account | — | — | $2.9M | 3.2% | |
| LARGE CAP BLEND / MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 177 | Pooled Separate Account | — | — | $2.9M | 3.2% | |
| PGIM Real Assets Fund | — | — | — | $2.7M | 3.0% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $2.6M | 2.9% | |
| Invesco Equity and Income Y | — | — | — | $1.4M | 1.6% | |
| Participant Loans 4.25% - 9.50% 0 | — | — | — | $399K | 0.4% |
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