Back to filter
Original filing (PDF)20250414152842NAL0000872339001
READING PARTNERS
Form 5500
FILING_RECEIVED
READING PARTNERS 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
186
Accounts w/ balance
192
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for READING PARTNERS.
Plan sponsor
Name
READING PARTNERS
EIN
77-0568469
Address
638 3RD STREET · OAKLAND, CA · 94607
Phone
(510) 830-3022
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
2K · 401(m) arrangement
3C · Not intended to be qualified
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SILICON VALLEY ACCOUNTANCY CORP.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $21K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using MMA SECURITIES LLC
UNIVERSAL HEALTH SERVICES, INC.
UNIVERSAL HEALTH SERVICES, INC. RETIREMENT SAVINGS PLAN
$3.7B · 64,799 participants
CASE NEW HOLLAND INDUSTRIAL INC.
CNH INDUSTRIAL U.S. RETIREMENT SAVINGS PLAN
$2.3B · 9,601 participants
GLOBALFOUNDRIES U.S. INC.
GLOBALFOUNDRIES U.S. INC. 401(K) PLAN
$1.2B · 4,786 participants
VF CORPORATION
VF 401K SAVINGS PLAN
$1.1B · 14,211 participants
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC.
KNIGHT-SWIFT TRANSPORTATION HOLDINGS, INC. RETIREMENT PLAN
$1.0B · 31,022 participants
PACTIV EVERGREEN SERVICES INC.
EMPLOYEE SAVINGS PLAN
$1.0B · 8,977 participants
Similar-size Other Services (ex. Public Admin) plans
OREGON ASSOCIATION OF HOSPITALS AND HEALTH
OAHHS 401(K) PLAN
$5.7M · 23 participants
THE ASSOCIATED GENERAL
AGC OF EAST TENNESSEE 401(K) PLAN
$5.7M · 127 participants
NATIONAL ASSOCIATION OF CREDIT MANAGEMENT, INC.
NATIONAL ASSOCIATION OF CREDIT MANAGEMENT, INC. EMPLOYEES' RETIREMENT PLAN
$5.7M · 37 participants
BETTER BUSINESS BUREAU OF NORTH CENTRAL TEXAS INC
BETTER BUSINESS BUREAU OF NORTH CENTRAL TEXAS, INC 401(K) PLAN
$5.7M · 51 participants
WORLD BUSINESS CHICAGO
WORLD BUSINESS CHICAGO 401(K) PLAN
$5.7M · 39 participants
THE COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA, INC.
THE COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA , INC. 403(B) PLAN
$5.7M · 22 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B