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S & J REED, INC. — S & J REED, INC. 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250609153215NAL0014389617001
S & J REED, INC.
Form 5500-SF
FILING_RECEIVED
S & J REED, INC. 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
56
Accounts w/ balance
38
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
S & J REED, INC.
.
Find decision makers
Plan sponsor
Name
S & J REED, INC.
EIN
93-0972949
Address
2268 ASHLAND STREET · ASHLAND, OR · 975201406
Phone
(541) 488-1579
Industry
Supermarkets & Other Grocery Stores
· Retail Trade
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
2025-06-09
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
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CALL'S FOOD INC.
CALL'S FOOD INC. 401(K) PROFIT SHARING PLAN TRUST
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Knocking points off
68% balance-to-active ratio — below typical for a healthy 401(k).
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.8M · 47 participants
W.E.M., INC. D/B/A ROLLIN' OATS MARKET
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PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
