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Original filing (PDF)20251015130309NAL0002449123001
ALLREDI, LLC
Form 5500
FILING_RECEIVED
ALLREDI, LLC RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
223
Accounts w/ balance
370
Plan assets (EOY)
$14.5M
Net assets (EOY)
$14.5M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLREDI, LLC.
Plan sponsor
Name
ALLREDI, LLC
EIN
82-1900378
Address
3009 PASADENA FREEWAY · PASADENA, TX · 77503
Phone
(821) 930-0808
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIRA (CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | — | BROKER/DEALER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $43K | — |
Investments
37 direct securities· $14.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifcyc In 2030 F R6 Registered Investment Company | — | — | — | $2.5M | 17.4% | |
| Nuveen Lifcyc In 2050 F R6 Registered Investment Company | — | — | — | $2.2M | 15.3% | |
| Nuveen Lifcyc In 2040 F R6 Registered Investment Company | — | — | — | $1.9M | 12.9% | |
| Nuveen Lifcyc In 2035 F R6 Registered Investment Company | — | — | — | $1.4M | 9.6% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | — | — | — | $1.2M | 8.2% | |
| Nuveen Lifcyc In 2045 F R6 Registered Investment Company | — | — | — | $1.2M | 8.0% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $577K | 4.0% | |
| Vangrd Int-Trm Bd Indx Fd Adm Registered Investment Company | — | — | — | $344K | 2.4% | |
| Nuveen Lifcyc In 2055 F R6 Registered Investment Company | — | — | — | $324K | 2.2% | |
| Nuveen Lifcyc In 2060 F R6 Registered Investment Company | — | — | — | $259K | 1.8% | |
| Voya Fixed Account (4450) Insurance Company General Account | — | — | — | $257K | 1.8% | |
| Vangrd Intl Grw Fnd Adm Registered Investment Company | — | — | — | $254K | 1.8% | |
| Fidelity Mid Cap Idx Fd Registered Investment Company | — | — | — | $215K | 1.5% | |
| Vangrd High-Yd Corp Fnd Adm Registered Investment Company | — | — | — | $205K | 1.4% | |
| Vangrd Small-Cap Index Fnd Adm Registered Investment Company | — | — | — | $201K | 1.4% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $175K | 1.2% | |
| Vangrd Equity Income Fund Adm Registered Investment Company | — | — | — | $174K | 1.2% | |
| MSIF Tr Discovery Portfolio I Registered Investment Company | — | — | — | $138K | 0.9% | |
| Nuveen Lifcyc In 2020 F R6 Registered Investment Company | — | — | — | $128K | 0.9% | |
| American Funds Nw Prspctv R6 Registered Investment Company | — | — | — | $99K | 0.7% | |
| Vangrd Mid-Cap Vl Indx Fnd Adm Registered Investment Company | — | — | — | $95K | 0.7% | |
| Vangrd Divd Apprec Indx Fd Adm Registered Investment Company | — | — | — | $94K | 0.6% | |
| MSIF Growth Portfolio R6 Registered Investment Company | — | — | — | $91K | 0.6% | |
| Lord Abbett Develop Grw Fd R6 Registered Investment Company | — | — | — | $73K | 0.5% | |
| Nuveen Lifcyc In 2025 F R6 Registered Investment Company | — | — | — | $65K | 0.4% | |
| Vangrd Balanced Index Fnd Adm Registered Investment Company | — | — | — | $61K | 0.4% | |
| Nuveen Lifcyc In 2010 F R6 Registered Investment Company | — | — | — | $56K | 0.4% | |
| party date,rate of interest, collateral, par, or maturity date American Funds New World R6 Registered Investment Company | — | — | — | $55K | 0.4% | |
| Nuveen Real Estate Sec Sel R6 Registered Investment Company | — | — | — | $48K | 0.3% | |
| Nuveen Intl Eq Ind Fd R6 Registered Investment Company | — | — | — | $43K | 0.3% | |
| Columbia Dividend Income Fd I3 Registered Investment Company | — | — | — | $33K | 0.2% | |
| Vangrd Wellesley Inc Fnd Adm Registered Investment Company | — | — | — | $26K | 0.2% | |
| Hartford Strat Inc R6 Registered Investment Company | — | — | — | $14K | <0.1% | |
| (Held at End of Year) ALLREDI, LLC RETIREMENT PLAN EIN#82-1900378 Plan# 003 Nuveen Lifcyc In Rt I F R6 Registered Investment Company | — | — | — | $14K | <0.1% | |
| Nuveen Lifcyc In 2065 F R6 Registered Investment Company | — | — | — | $13K | <0.1% | |
| Vangrd Sm-Cap Vl Index Fnd Adm Registered Investment Company | — | — | — | $7K | <0.1% | |
| Nuveen Lifcyc In 2015 F R6 Registered Investment Company | — | — | — | $4K | <0.1% |
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