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Original filing (PDF)20251014170619NAL0004595344001
RED DEVELOPMENT, LLC
Form 5500
FILING_RECEIVED
RED DEVELOPMENT LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
85
Accounts w/ balance
117
Plan assets (EOY)
$18.8M
Net assets (EOY)
$18.8M
How this plan invests
This plan
4 pooled trusts
Schedule D
27 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 (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RED DEVELOPMENT, LLC.
Plan sponsor
Name
RED DEVELOPMENT, LLC
EIN
74-2928550
Address
2502 EAST CAMELBACK ROAD · SUITE 200 · PHOENIX, AZ · 85016
Phone
(480) 556-7740
Industry
Professional & Technical Servicessee 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)
Audit & trust (Schedule H)
Auditor
CBIZ CPA'S P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANKERS TRUST COMPANY | 42-0127385 | — | NONE | $7K | — |
Investments
23 direct securities · 4 pooled funds· $18.8M(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
$18.1M
23 holdings
Common Collective Trust
$746K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $4.4M | 23.6% | |
| T. Rowe Price Retirement 2025 Fund Mutual Fund | — | — | — | $1.9M | 10.1% | |
| Fidelity OTC Portfolio Fund Mutual Fund | — | — | — | $1.8M | 9.6% | |
| T. Rowe Price Retirement 2030 Fund Mutual Fund | — | — | — | $1.5M | 8.1% | |
| Principal MidCap Fund Mutual Fund | — | — | — | $1.2M | 6.2% | |
| T. Rowe Price Retirement 2040 Fund Mutual Fund | — | — | — | $1.0M | 5.5% | |
| Vanguard Equity Income Fund Mutual Fund | — | — | — | $869K | 4.6% | |
| T. Rowe Price Retirement 2035 Fund Mutual Fund | — | — | — | $771K | 4.1% | |
| GOLDMAN SACHS STABLE VALUE THE GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $682K | 3.6% | |
| T. Rowe Price Retirement 2050 Fund Mutual Fund | — | — | — | $660K | 3.5% | |
| Principal MidCap S&P 400 Index Fund Mutual Fund | — | — | — | $550K | 2.9% | |
| T. Rowe Price Retirement 2045 Fund Mutual Fund | — | — | — | $498K | 2.6% | |
| Janus Henderson Triton Fund Mutual Fund | — | — | — | $466K | 2.5% | |
| EuroPacific Growth Fund Mutual Fund | — | — | — | $446K | 2.4% | |
| Baird Core Plus Bond Fund Mutual Fund | — | — | — | $407K | 2.2% | |
| Columbia Small Cap Index Fund Mutual Fund | — | — | — | $358K | 1.9% | |
| MFS New Discovery Value Fund Mutual Fund | — | — | — | $284K | 1.5% | |
| T. Rowe Price Retirement 2060 Fund Mutual Fund | — | — | — | $236K | 1.3% | |
| T. Rowe Price Retirement 2055 Fund Mutual Fund | — | — | — | $188K | 1.0% | |
| Participant Loans (Interest rate range 5.25% - 10.50%) | — | — | — | $186K | 1.0% | |
| (1) American Century Mid Cap Value Fund Mutual Fund | — | — | — | $143K | 0.8% | |
| T. Rowe Price Retirement 2065 Fund Mutual Fund | — | — | — | $66K | 0.3% | |
| T. Rowe Price Retirement 2015 Fund Mutual Fund 246 T. Rowe Price Retirement 2020 Fund Mutual Fund | — | — | — | $44K | 0.2% | |
| T. Rowe Price Retirement Balanced Fund Mutual Fund | — | — | — | $38K | 0.2% | |
| BTC MODERATE ALLOCATION FUND BANKERS TRUST COMPANY · EIN 42-6479996 / PN 203 | Common Collective Trust | — | — | $32K | 0.2% | |
| BTC CONSERVATIVE ALLOCATION FUND BANKERS TRUST COMPANY · EIN 42-6479996 / PN 207 | Common Collective Trust | — | — | $31K | 0.2% | |
| BTC AGGRESSIVE ALLOCATION FUND BANKERS TRUST COMPANY · EIN 42-6479996 / PN 201 | Common Collective Trust | — | — | $1K | <0.1% |