Back to filter
Original filing (PDF)20251013163713NAL0003714674001
RED.COM, INC. DBA RED DIGITAL CINEMA
Form 5500
FILING_RECEIVED
RED.COM 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
203
Accounts w/ balance
340
Plan assets (EOY)
$43.9M
Net assets (EOY)
$43.9M
How this plan invests
This plan
4 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RED.COM, INC. DBA RED DIGITAL CINEMA.
Plan sponsor
Name
RED.COM, INC. DBA RED DIGITAL CINEMA
EIN
91-2029489
Address
94 ICON · FOOTHILL RANCH, CA · 92610
Phone
(714) 458-1626
Industry
Health Care & Social Assistancesee 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
2025-10-13
Pension benefit codes
2T · Default investment account (QDIA)
2K · 401(m) arrangement
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $32K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS | 47-5476782 | — | ADVISOR | $61K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
32 direct securities · 4 pooled funds· $44.9M(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
$41.0M
32 holdings
Common Collective Trust
$3.9M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Retirement Fund Class R-6 Registered Investment Company | — | — | — | $7.1M | 16.2% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $7.0M | 15.9% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 Registered Investment Company | — | — | — | $3.8M | 8.7% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 Registered Investment Company | — | — | — | $3.0M | 6.7% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 Registered Investment Company | — | — | — | $2.9M | 6.7% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $2.5M | 5.6% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 Registered Investment Company | — | — | — | $1.9M | 4.2% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 Registered Investment Company | — | — | — | $1.6M | 3.5% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 Registered Investment Company | — | — | — | $1.4M | 3.3% | |
| Columbia Dividend Income Fund Institutional 2 Class Registered Investment Company | — | — | — | $1.3M | 2.9% | |
| Fidelity Advisor Small Cap Value Fund - Class A Registered Investment Company | — | — | — | $1.1M | 2.5% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | — | — | — | $1.0M | 2.4% | |
| Galliard Stable Return Fund M Stable Value Fund | — | — | — | $1.0M | 2.3% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $1.0M | 2.3% | |
| Fidelity International Index Fund Registered Investment Company | — | — | — | $909K | 2.1% | |
| MFS Massachusetts Investors Growth Stock Fund Class R6 Registered Investment Company | — | — | — | $887K | 2.0% | |
| American Funds 2020 Target Date Retirement Fund Class R-6 Registered Investment Company | — | — | — | $874K | 2.0% | |
| Fidelity Small Cap Index Fund Registered Investment Company | — | — | — | $840K | 1.9% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 Registered Investment Company | — | — | — | $655K | 1.5% | |
| JPMorgan Value Advantage Fund Class R6 Registered Investment Company | — | — | — | $557K | 1.3% | |
| BlackRock High Yield Portfolio Fund Class K Registered Investment Company | — | — | — | $541K | 1.2% | |
| JPMorgan Mid Cap Value Fund Class R6 Registered Investment Company | — | — | — | $515K | 1.2% | |
| Fidelity U.S. Bond Index Fund Registered Investment Company | — | — | — | $410K | 0.9% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $379K | 0.9% | |
| maturing through December 2029 | — | — | — | $372K | 0.8% | |
| American Funds New World Fund Class R-6 Registered Investment Company | — | — | — | $307K | 0.7% | |
| Principal Real Estate Securities Fund R6 Registered Investment Company | — | — | — | $246K | 0.6% | |
| Dodge & Cox International Stock Fund Class I Registered Investment Company | — | — | — | $172K | 0.4% | |
| Thornburg Strategic Income Fund Class R5 Registered Investment Company | — | — | — | $158K | 0.4% | |
| JPMorgan Core Bond Fund Class R6 Registered Investment Company | — | — | — | $134K | 0.3% | |
| MFS New Discovery Fund Class R6 Registered Investment Company | — | — | — | $129K | 0.3% | |
| BlackRock Inflation Protected Bond Fund Class K Registered Investment Company | — | — | — | $121K | 0.3% | |
| PIMCO International Bond Fund Registered Investment Company | — | — | — | $76K | 0.2% | |
| American Funds 2015 Target Date Retirement Fund Class R-6 Registered Investment Company | — | — | — | $72K | 0.2% | |
| Fidelity Government Money Market Fund Money Market Fund | — | — | — | $1K | <0.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using THE BALDWIN GROUP WEALTH ADVISORS
DWWTO
TOYOTA OF ORANGE 401(K) PLAN
$135.1M · 1,620 participants
MAG DS CORP.
MAG DS CORP. 401K PLAN
$114.0M · 875 participants
LA PETITE ACADEMY, INC.
LEARNING CARE GROUP RETIREMENT SAVINGS PLAN
$101.4M · 19,717 participants
CREDIT UNION OF SOUTHERN CALIFORNIA
CREDIT UNION OF SOUTHERN CALIFORNIA 401(K) PLAN AND TRUST
$55.2M · 429 participants
5.11, INC.
5.11, INC. 401(K) PROFIT SHARING PLAN
$48.5M · 1,003 participants
THE RAYMOND GROUP
THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN
$44.7M · 117 participants
Similar-size Health Care & Social Assistance plans
ONEBLOOD, INC.
ONEBLOOD DEFINED CONTRIBUTION RETIREMENT PLAN
$43.9M · 268 participants
CAREFLITE
CAREFLITE 401(K) PLAN
$42.9M · 640 participants
IMPACTLIFE
IMPACTLIFE 401(K) PLAN
$42.8M · 763 participants
VITALITY MANAGEMENT COMPANY, LLC
VITALITY MANAGEMENT COMPANY, LLC 401(K) PLAN
$40.9M · 204 participants
LIVEONNY
LIVEONNY TAX DEFERRED ANNUITY PLAN
$40.7M · 336 participants
KWPH ENTERPRISES DBA AMERICAN AMBULANCE
AMERICAN AMBULANCE 401(K) RETIREMENT PLAN
$40.6M · 910 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B