Steven Thomas signed Reed Family Companies' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Reed Family Companies' EIN is 94-2208599.
Download the official 2024 Form 5500 (PDF) for Reed Family Companies from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Reed Family Companies' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE OF AMERIC | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CUTLER INVESTMENT GROUP | — | JACKSONVILLE, OR | INVESTMENT ADVISOR | $41K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street Target Retirement 2035 K | Other securities | — | — | $9.4M | 15.6% | |
| State Street Target Retirement 2045 K | Other securities | — | — | $8.2M | 13.6% | |
| Cutler Equity Fund Class II Shares | Other securities | — | — | $6.5M | 10.9% | |
| State Street Target Retirement 2055 K | Other securities | — | — | $5.3M | 8.8% | |
| State Street Target Retirement K | Other securities | — | — | $4.7M | 7.8% | |
| State Street Target Retirement 2025 K | Other securities | — | — | $4.1M | 6.8% | |
| Dodge & Cox Income - I | Mutual Funds | — | — | $3.7M | 6.1% | |
| Empower EI Fixed Account - Series Class I | Other securities | — | — | $2.7M | 4.4% | |
| Goldman Sachs Absolute Return Tracker I | Other securities | — | — | $2.4M | 3.9% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $1.9M | 3.2% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $1.6M | 2.7% | |
| Vanguard Emerging Markets Stock Index Adm | Mutual Funds | — | — | $1.4M | 2.3% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $823K | 1.4% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $653K | 1.1% | |
| Northern Mid Cap Index | Other securities | — | — | $616K | 1.0% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $519K | 0.9% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $188K | 0.3% | |
| IShares Developed Real Estate Index Inv A | Other securities | — | — | $81K | 0.1% | |
| Vanguard Energy Index Adm | Mutual Funds | — | — | $40K | <0.1% | |
| Fidelity Advisor Gold Z | Mutual Funds | — | — | $20K | <0.1% | |
| Dreyfus Government Cash Mgmt Instl 190 State Street Global Advisors State Street Aggregate Bond Index K 180 Vanguard Emerging Markets Stock Index Adm | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC. | — | CHARLOTTE, NC | CONTRACT ADMINISTRATOR | $8K | — |
