How big is Reading Partners' plan?

Reading Partners' plan reported $5.7M in assets and 186 participants for 2023.

Original filing (PDF)20250414152842NAL0000872339001

Reading Partners

Name: Reading Partners — Reading Partners 403(b) Plan, Form 5500 (2023)
Creator: Reading Partners
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Reading Partners 403(b) Plan

403(b) retirement plan · Reading Partners' Reading Partners 403(b) Plan held $5.7M in plan assets for 186 participants in 2023, with Empower as recordkeeper.

Active participants

186

Accounts w/ balance

192

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

People on this filing

ROSA Gutierrez signed Reading Partners' 2023 Form 5500 as plan administrator.

ROSA Gutierrez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Reading Partners' EIN is 77-0568469.

EIN 77-0568469

Plan number 001

Plan year 2023

ACK ID 20250414152842NAL0000872339001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Reading Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Reading Partners' plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for READING PARTNERS.

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (86th percentile).

Plan sponsor

Name

READING PARTNERS

EIN

all filings

Address

638 3RD STREET · OAKLAND, CA · 94607

Phone

(510) 830-3022

Industry

Other Services (ex. Public Admin)

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 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MMA SECURITIES LLC	—	NEW YORK, NY	INVESTMENT ADVISOR	$21K	—

Investments

30 direct securities· $5.4M(95% of reported assets)

Other securities

$3.7M

17 holdings

Common Collective Trusts

$1.3M

9 holdings

Mutual Funds

$417K

4 holdings

					% of plan
BlackRock LifePath Index 2045 Fund Mutual Fund	Other securities	—	—	$917K	16.0%
BlackRock LifePath Index 2055 Fund Mutual Fund	Other securities	—	—	$780K	13.6%
BlackRock LifePath Index 2050 Fund Mutual Fund	Other securities	—	—	$653K	11.4%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$627K	11.0%
Janus Henderson Balanced Fund Mutual Fund	Mutual Funds	—	—	$315K	5.5%
BlackRock LifePath Index 2035 Fund Mutual Fund	Other securities	—	—	$248K	4.3%
Guaranteed Interest Fund Fixed Annuity	Other securities	—	—	$193K	3.4%
BlackRock LifePath Index 2060 Fund Mutual Fund	Other securities	—	—	$182K	3.2%
T. Rowe Price Blue Chip Growth Fund Mutual Fund	Other securities	—	—	$169K	3.0%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$153K	2.7%
BlackRock LifePath Index 2040 Fund Mutual Fund	Other securities	—	—	$134K	2.3%
Fidelity International Sustainability Index Fund Mutual Fund	Common Collective Trusts	—	—	$120K	2.1%
Fidelity U.S. Sustainability Index Fund Mutual Fund	Common Collective Trusts	—	—	$117K	2.1%
BlackRock LifePath Index 2030 Fund Mutual Fund	Other securities	—	—	$117K	2.0%
T. Rowe Price Health Sciences Fund Mutual Fund	Other securities	—	—	$99K	1.7%
Fidelity US Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$95K	1.7%
BlackRock LifePath Index Retirement Fund Mutual Fund	Other securities	—	—	$81K	1.4%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$72K	1.3%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$67K	1.2%
American Funds New World Fund Mutual Fund	Mutual Funds	—	—	$61K	1.1%
Fidelity Sustainability Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$46K	0.8%
PIMCO Income Institutional Fund Mutual Fund	Mutual Funds	—	—	$40K	0.7%
Fidelity Real Estate Index Fund Mutual Fund	Common Collective Trusts	—	—	$34K	0.6%
PGIM Total Return Bond Fund Mutual Fund	Other securities	—	—	$31K	0.5%
BlackRock LifePath Index 2025 Fund Mutual Fund	Other securities	—	—	$26K	0.5%
JPMorgan Equity Income Fund Mutual Fund	Other securities	—	—	$22K	0.4%
BlackRock Mid-Cap Growth Equity Fund Mutual Fund	Other securities	—	—	$22K	0.4%
Federated Hermes Kaufmann Small Cap Fund Mutual Fund	Other securities	—	—	$11K	0.2%
Undiscovered Managers Behavioral Value Fund Mutual Fund	Other securities	—	—	$9K	0.2%
MFS Mid Cap Value Fund Mutual Fund	Mutual Funds	—	—	$1K	<0.1%