Back to filter
Original filing (PDF)20250731100828NAL0005861281001
REED BEVERAGE, INC.
Form 5500-SF
FILING_RECEIVED
REED BEVERAGE, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
109
Accounts w/ balance
38
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- Only 35% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REED BEVERAGE, INC..
Plan sponsor
Name
REED BEVERAGE, INC.
EIN
75-1432409
Address
3701 SE 25TH AVENUE · AMARILLO, TX · 79103
Phone
(806) 433-8069
Industry
Wholesale 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
2025-07-31
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Wholesale Trade plans
ZASTROW THE BEER MAN, INC.
ZASTROW THE BEER MAN, INC. 401(K) PROFIT SHARING PLAN
$4.4M · 47 participants
SHELBY DISTRIBUTORS, LLC
SHELBY DISTRIBUTORS, LLC 401(K) PROFIT SHARING PLAN
$4.4M · 69 participants
UNITED BEVERAGE CO. INC.
UNITED BEVERAGE CO., INC. SALARY REDUCTION 401(K) PROFIT SHARING UNION PLAN AND TRUST
$4.4M · 50 participants
BONBRIGHT DISTRIBUTORS INC
BONBRIGHT UNION MONEY PURCHASE PENSION PLAN
$4.3M · 109 participants
MCDONALD DISTRIBUTING COMPANY
MCDONALD DISTRIBUTING COMPANY 401K PS PLAN
$4.4M · 54 participants
ATOMIC BRANDS INC
ATOMIC BRANDS INC 401(K) PLAN
$4.4M · 119 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants