· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
REI UNIVERSITY LLC — Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250720093239NAL0000594178001
REI UNIVERSITY LLC
Form 5500-SF
FILING_RECEIVED
REI UNIVERSITY LLC
401(k) retirement plan
Active participants
13
Accounts w/ balance
2
Plan assets (EOY)
$4K
Net assets (EOY)
$4K
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
REI UNIVERSITY LLC
.
Find decision makers
Plan sponsor
Name
REI UNIVERSITY LLC
EIN
85-1053526
Address
9253 ROMANO WAY S · GERMANTOWN, TN · 38138
Phone
(919) 800-7010
Industry
Other Services (ex. Public Admin)
see 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
2025-07-20
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
KRAMER PLUMBING, INC
KRAMER PLUMBING, INC SOCA BENEFIT PLAN
$4K · 12 participants
G5 MEDICAL
G5 MEDICAL 401(K) PLAN
$4K · 3 participants
ROPPEL'S SERVICE
ROPPEL'S SERVICE OFB BENEFIT PLAN
$4K · 1 participants
G & R WIRELESS
G & R WIRELESS SOCA BENEFIT PLAN
$4K · 3 participants
EREPLACEMENTS INC
EREPLACEMENTS INC 401K PLAN
$4K · 100 participants
65
Knocking points off
Only 15% 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CA ELECTRIC INC
CA ELECTRIC INC SOCA BENEFIT PLAN
$4K · 3 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B
