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Sponsor portfolio

REED ASSOCIATES, INC

EIN 23-1895838-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
21
1500 INDUSTRY ROAD SUITE P - HATFIELD, PA 19440215-256-9572reeddaum.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#003ESOP-$3.3M - 13 part#002401k-$1.5M - 8 part

Retirement portfolio analytics

2 plans aggregated / $4.8M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • EMPLOYEE STOCK OWNERSHIP (#003)68%
  • PROFIT SHARING PLAN (#002)32%
Total $4.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)13
  • PROFIT SHARING PLAN (#002)8
Total 21Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

REED ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$3.3M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

REED ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING PLAN

401k

Assets$1.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003REED ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$3.3M132024
002REED ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING PLAN401k$1.5M82025
Retirement plans
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