# Reed Family Companies DC Plan
Source: https://planprovider.pro/companies/basic-resources-inc-plan-006

> Reed Family Companies's DC plan: 533 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Reed Family Companies

- **Sponsor EIN:** 942208599

- **Sponsor Address:** 928 12TH STREET, MODESTO, CA, 95354

- **Plan Type:** DC

- **Total Participants:** 533

- **Total Assets:** $60.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|533|$60.1M|$3.0M|$2.7M|

| 2023|524|$53.7M|$2.7M|$2.5M|

| 2022|548|$45.0M|$2.1M|$2.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CUTLER INVESTMENT GROUP|INVESTMENT ADVISOR|$41,417|—|$41,417|

| EMPOWER ANNUITY INSURANCE OF AMERIC|RECORDKEEPER|$20,146|—|$20,146|

| PENTEGRA SERVICES, INC.|CONTRACT ADMINISTRATOR|$8,455|—|$8,455|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $70,018

- **Estimated Expense Ratio:** 0.117% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$200,567|—|—|—|—|

| 2023|$242,378|—|$242,378|—|—|

| 2022|$202,247|$36,190|$166,057|—|—|

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