# Reed Family Companies Health & Welfare Plan
Source: https://planprovider.pro/companies/reed-family-companies-942208599-501

> Reed Family Companies's Health & Welfare plan: 534 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:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 534

- **Total Assets:** $1.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|534|$1.7M|$0|$6.3M|

| 2023|516|$2.0M|$5.6M|$1.8M|

| 2022|457|$1.8M|$5.7M|$1.7M|

## 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|

| CIGNA HEALTH AND LIFE INSURANCE CO.|Recordkeeper|$333,565|—|$333,565|

| CLIFTONLARSONALLEN LLP|Auditor|$35,175|—|$35,175|

### 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:** $368,740

- **Estimated Expense Ratio:** 22.099% 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|$745,259|—|$703,440|$35,175|—|

| 2023|$600,244|—|$575,619|$23,625|—|

| 2022|$513,298|—|$487,080|—|$26,218|

## Similar Plans

- [Board Of Trustees,Construction Laborers Annuity Plan For Southern Cali](https://planprovider.pro/companies/board-of-trustees-construction-laborers-annuity-plan-plan) — 51,399 participants

- [Board Of Trustees, Operating Engineers Annuity Plan](https://planprovider.pro/companies/board-of-trustees-operating-engineers-annuity-plan-plan) — 28,957 participants

- [Board Of Trustees,Construction Laborers Pension Trust For Southern Cal](https://planprovider.pro/companies/board-of-trustees-construction-laborers-pension-trust-plan) — 25,831 participants

- [Board Of Trustees, Operating Engineers Local 12](https://planprovider.pro/companies/board-of-trustees-operating-engineers-local-12-plan) — 20,504 participants

- [Tutor Perini Corporation](https://planprovider.pro/companies/tutor-perini-corporation-401k-plan) — 3,033 participants

- [Ks Industries, LP](https://planprovider.pro/companies/ks-industries-lp-401k-plan) — 1,285 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/reed-family-companies-942208599-501)

© 2026 PlanProvider.Pro