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Original filing (PDF)20250926134530NAL0004043267001
REBO LIGHTING & ELECTRONICS, LLC
Form 5500
FILING_RECEIVED
REBO LIGHTING & ELECTRONICS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed11 service providers
Active participants
158
Accounts w/ balance
190
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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 REBO LIGHTING & ELECTRONICS, LLC.
Plan sponsor
Name
REBO LIGHTING & ELECTRONICS, LLC
EIN
82-3216826
Address
325 SEWELL DR · SPARTA, TN · 385831216
Phone
(931) 738-4263
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-09-26
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)
2A · Age/service weighted or new comparability
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $30K | — |
| PUTNAM MUTUAL FUNDS | 36-4488942 | — | NONE | $0 | — |
| COLUMBIA FUNDS | 93-0577450 | — | NONE | $0 | — |
| BLACKROCK FUNDS | 04-6171663 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| AB GLOBAL | 13-3191825 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| GOLDMAN SACHS FUNDS | 13-3575636 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| ALLSPRING FUNDS | 41-0449260 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
Investments
28 direct securities · 1 pooled fund· $7.2M(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
$5.4M
27 holdings
Mutual Funds
$1.7M
1 holding
Common Collective Trust
$113K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * T. Rowe Price T. Rowe Price Retirement 2030 | Mutual Funds | — | — | $1.7M | 23.3% | |
| T. Rowe Price T. Rowe Price Retirement 2035 | — | — | — | $1.3M | 18.3% | |
| Fidelity 500 Index | — | — | — | $729K | 10.3% | |
| T. Rowe Price T. Rowe Price Retirement 2025 | — | — | — | $707K | 10.0% | |
| T. Rowe Price T. Rowe Price Retirement 2045 | — | — | — | $614K | 8.6% | |
| T. Rowe Price T. Rowe Price Retirement 2040 | — | — | — | $475K | 6.7% | |
| T. Rowe Price T. Rowe Price Retirement 2050 | — | — | — | $296K | 4.2% | |
| T. Rowe Price T. Rowe Price Retirement 2055 | — | — | — | $280K | 3.9% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 4.25% - 9.50% | — | — | — | $154K | 2.2% | |
| T. Rowe Price T. Rowe Price Retirement 2060 | — | — | — | $132K | 1.9% | |
| Collective Trust Fund * T. Rowe Price T. Rowe Price Stable Value N | — | — | — | $113K | 1.6% | |
| TRP ST VAL COMMON TRUST FUND T.ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $113K | 1.6% | |
| JP Morgan Large Cap Growth Fund Class R6 | — | — | — | $96K | 1.4% | |
| T. Rowe Price T. Rowe Price Retirement 2065 | — | — | — | $87K | 1.2% | |
| Fidelity Mid Cap Index | — | — | — | $83K | 1.2% | |
| T. Rowe Price T. Rowe Price Retirement 2020 | — | — | — | $66K | 0.9% | |
| Blackrock Mid-cap Growth Equity K | — | — | — | $64K | 0.9% | |
| Fidelity Small Cap Index | — | — | — | $52K | 0.7% | |
| American Funds New Perspective Fund | — | — | — | $49K | 0.7% | |
| T. Rowe Price T. Rowe Price Global Multi-sector Bond I | — | — | — | $45K | 0.6% | |
| T. Rowe Price T. Rowe Price Retirement 2005 | — | — | — | $42K | 0.6% | |
| Putnam Large Cap Value R6 | — | — | — | $17K | 0.2% | |
| Fidelity Advisor Intl Capital App Z | — | — | — | $7K | <0.1% | |
| Goldman Sachs Goldman Sachs Small Cp Val Insights R6 | — | — | — | $6K | <0.1% | |
| Similar Party Collateral, Par, or Maturity Value Cost** Value Money Market Fund * T. Rowe Price T. Rowe Price Government Money Inv | — | — | — | $6K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2015 | — | — | — | $5K | <0.1% | |
| MFS Intl Diversification R6 | — | — | — | $4K | <0.1% | |
| Alliance Bernstein Ab Small Cap Growth Z | — | — | — | $3K | <0.1% | |
| Columbia Overseas Value Instl3 | — | — | — | $2K | <0.1% |
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