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Original filing (PDF)20250718105902NAL0002661554001
RED DOT CORPORATION
Form 5500
FILING_RECEIVED
RED DOT CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
352
Accounts w/ balance
423
Plan assets (EOY)
$20.5M
Net assets (EOY)
$20.5M
How this plan invests
This plan
28 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 RED DOT CORPORATION.
Plan sponsor
Name
RED DOT CORPORATION
EIN
91-0784146
Address
2504 EAST MAIN AVENUE · PUYALLUP, WA · 983723212
Phone
(206) 394-3529
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
BOULAY, PLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $61K | — |
Investments
28 direct securities· $20.5M(100% of reported assets)
Uncategorized
$17.0M
27 holdings
Mutual Funds
$3.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Tgt Rmt 2030 Inv Fund | Mutual Funds | — | — | $3.5M | 16.9% | |
| Vanguard Group Vanguard Tgt Rmt 2035 Inv Fund | — | — | — | $3.0M | 14.8% | |
| Vanguard Group Vanguard Tgt Rmt 2025 Inv Fund | — | — | — | $2.5M | 12.1% | |
| Vanguard Group Vanguard Tgt Rmt 2040 Inv Fund | — | — | — | $2.2M | 10.8% | |
| Vanguard Group Vanguard Tgt Rmt 2045 Inv Fund | — | — | — | $1.3M | 6.5% | |
| Vanguard Group Vanguard Tgt Rmt 2055 Inv Fund | — | — | — | $1.1M | 5.3% | |
| Vanguard Group Vanguard Tgt Rmt 2050 Inv Fund | — | — | — | $923K | 4.5% | |
| JPMorgan Large Cap Growth Fd | — | — | — | $850K | 4.2% | |
| Vanguard Group Vanguard Tl Stk Mkt Inx Adm Fd | — | — | — | $572K | 2.8% | |
| Options * Principal Life Vanguard Sm Cap Index Adm Fund | — | — | — | $533K | 2.6% | |
| Vanguard Group Vanguard Tgt Rmt 2060 Inv Fund | — | — | — | $530K | 2.6% | |
| Vanguard Group Vanguard Ttl Bd Mkt Idx Adm Fd | — | — | — | $502K | 2.5% | |
| Vanguard Group Vanguard Tgt Rmt Inc Inv Fund | — | — | — | $495K | 2.4% | |
| various dates through December 2039 | — | — | — | $495K | 2.4% | |
| Conestoga Capital Conestoga Small Cap Inv Fund | — | — | — | $402K | 2.0% | |
| MFS Investment Management MFS Value R6 Fund | — | — | — | $342K | 1.7% | |
| PGIM Investments PGIM Total Ret Bond A Fd | — | — | — | $232K | 1.1% | |
| Vanguard Group Vanguard Sm Cap Index Adm Fund | — | — | — | $204K | 1.0% | |
| Vanguard Group Vanguard Tgt Rmt 2020 Inv Fund | — | — | — | $155K | 0.8% | |
| Vanguard Group Vanguard Ttl Intl Stk Idx Adm Fd | — | — | — | $144K | 0.7% | |
| Vanguard Group Vanguard Tgt Rmt 2065 Inv Fund | — | — | — | $139K | 0.7% | |
| Northern Trust Northern Sm Cap Index Fund | — | — | — | $115K | 0.6% | |
| Dimensional Fund Advisors DFA World ex US Value Portfolio | — | — | — | $109K | 0.5% | |
| Harding Loevner LP Hard Loevn Intl Eqty Inst Fund | — | — | — | $95K | 0.5% | |
| Dimensional Fund Advisors DFA Int'l Small Company I Fd | — | — | — | $20K | <0.1% | |
| Cohen & Steers Cohen & Steers I Realty Sh Fd | — | — | — | $20K | <0.1% | |
| Vanguard Group Vanguard Tgt Rmt 2070 Inv Fund | — | — | — | $14K | <0.1% | |
| (E) | — | — | — | $14K | <0.1% |
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