Tracie Ruppert signed Reed City Group, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Reed City Group, LLC's EIN is 90-1260318.
Download the official 2022 Form 5500 (PDF) for Reed City Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Reed City Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWSQUARE CAPITAL, LLC | 27-1238163 | — | ADVISOR | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT, LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Inv N/R | Mutual Funds | — | — | $716K | 15.0% | |
| Vanguard Target Retirement 2025 Inv N/R | Mutual Funds | — | — | $654K | 13.7% | |
| Vanguard Target Retirement 2045 Inv N/R | Mutual Funds | — | — | $568K | 11.9% | |
| Vanguard Target Retirement 2035 Inv N/R | Mutual Funds | — | — | $514K | 10.7% | |
| Interest bearing cash Modern Bank Deposit Account N/R | Cash / Money Market | — | — | $508K | 10.6% | |
| Vanguard Target Retirement 2030 Inv N/R | Mutual Funds | — | — | $499K | 10.4% | |
| Vanguard Target Retirement 2060 Inv N/R | Mutual Funds | — | — | $366K | 7.7% | |
| Vanguard Target Retirement 2055 Inv N/R | Mutual Funds | — | — | $249K | 5.2% | |
| Admiral Mutual Fund Vanguard Target Retirement 2020 Inv N/R | Mutual Funds | — | — | $149K | 3.1% | |
| Vanguard Target Retirement Incom Inv N/R | Mutual Funds | — | — | $125K | 2.6% | |
| Participant Loans Interest rates from 4.25% to 7.00% $0 | Bonds / Notes | — | — | $108K | 2.2% | |
| Vanguard Target Retirement 2050 Inv N/R | Mutual Funds | — | — | $103K | 2.2% | |
| Vanguard 500 Index Admiral N/R | Mutual Funds | — | — | $33K | 0.7% | |
| Fidelity Small Cap Index N/R | Mutual Funds | — | — | $27K | 0.6% | |
| Invesco Small Cap Value R6 N/R | Mutual Funds | — | — | $26K | 0.5% | |
| Vanguard Equity-Income Adm N/R | Mutual Funds | — | — | $24K | 0.5% | |
| Admiral Mutual Fund Vanguard Mid‐Cap Value Index Admiral N/R | Mutual Funds | — | — | $19K | 0.4% | |
| Vanguard Small Cap Value Index N/R | Mutual Funds | — | — | $18K | 0.4% | |
| Vanguard Mid‐Cap Growth Index N/R | Mutual Funds | — | — | $14K | 0.3% | |
| JPMorgan US Research Enhanced N/R | Mutual Funds | — | — | $9K | 0.2% | |
| Fidelity Mid Cap Enhanced Index N/R | Mutual Funds | — | — | $8K | 0.2% | |
| Vanguard Value Index Adm N/R 370 Mutual Fund Vanguard Wellesley Income Admiral N/R 381 Mutual Fund Federated Hermes Instl High Yield Bd IS N/R 460 Mutual Fund Fidelity Blue Chip Growth K6 N/R | Mutual Funds | — | — | $6K | 0.1% | |
| Vanguard Mid Cap Index Admiral N/R | Mutual Funds | — | — | $4K | <0.1% | |
| TIAA‐CREF Large‐Cap Gr Idx Instl N/R | Mutual Funds | — | — | $3K | <0.1% | |
| DFA Enhanced US Large Company I N/R | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds New World R6 N/R | Mutual Funds | — | — | $3K | <0.1% | |
| Victory Sycamore Established Value R6 N/R | Mutual Funds | — | — | $2K | <0.1% | |
| Equity R6 Mutual Fund Royce Small Cap Opportunity Inst N/R | Other securities | — | — | $2K | <0.1% | |
| Vanguard Short-Term Investment-Grade N/R 105 Adm Mutual Fund Vanguard Small Cap Growth Index Adm N/R | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Emerging Mkts Stock Idx Adm N/R | Mutual Funds | — | — | $2K | <0.1% | |
| DFA Global Real Estate Securities Port N/R | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
