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Original filing (PDF)20251015132549NAL0009463778001

REACH, INC.

Form 5500
FILING_RECEIVED
REACH, INC. 401(K) PLAN
401(k) retirement plan
Signals · 3
96% in single holding~99 bps in Sched C feesNo recordkeeper disclosed
Active participants
156
Accounts w/ balance
180
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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
65
Vendor stack
80
Participation health
100
Knocking points off
  • Top holding "{a} OR SIMILAR PARTY MATURITY VALUE VALUE ** Pooled separate account - * Standard Separate Account A" is 96% of plan.
  • 99 bps in Schedule C fees — 91% above peer band of 52 bps.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REACH, INC..
Plan sponsor
Name
REACH, INC.
EIN
92-0070127
Address
213 THIRD ST. · JUNEAU, AK · 99801
Phone
(907) 586-8228
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
2025-10-15
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)
Auditor
ELGEE REHFELD, LLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
STANCORP FINANCIAL GROUP93-1253576NONE$65K

Investments

1 direct security · 1 pooled fund· $6.4M(98% 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.

Pooled Separate Account
$6.2M
1 holding
Guaranteed Income / GIC
$255K
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
SEPARATE ACCOUNT A
STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005
Pooled Separate Account
$6.2M94.2%
* Standard Stable Asset Fund II
Guaranteed Income / GIC
$255K3.9%

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