Retirement plan

THE REESE GROUP, INC. 401(K) PLAN

Name: THE REESE GROUP, INC. - THE REESE GROUP, INC. 401(K) PLAN (2025) Form 5500
Creator: THE REESE GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE REESE GROUP, INC. 401(K) PLAN, THE REESE GROUP, INC.

THE REESE GROUP, INC.EIN 62-1077825Plan #001PY 2025

2820 BRANSFORD AVENUE - NASHVILLE, TN 37204615-269-3456LinkedIn51-200 employeessupermarkets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$8.6M

+7.3% from 2024

Total participants

134

-2.2% from 2024

Average account balance

$77,659

+11.2% from 2024

Annual return

15.07%

+3.18 pp from 2024

Benchmarks

See 799 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort799 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$8.62M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$78K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

111

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

80.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$616K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.07%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$272

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
IPI WEALTH MANAGEMENT INC4 years Service code 27 226 WEST ELDORADO · DECATURE, IL 62522	Advisory (Plan)	$16,363
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$7,448
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ADVISOR GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$4,916
STONES RIVER CONSULTING4 years Filed as: STONES RIVER CONSULTING INC Service code 13 · EIN 45-3783933 2441 Q OLD FORT PKWY STE 407 · MURFREESBORO, TN 37128	Contract Administrator	$1,500

Plan features & details

Pension benefit codes2E2J2K2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$30K

$261 / participant

Contract admin$30K100.0%

% of EOY assets

0.351%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: KENDRA G. MELNYK, CPA
Auditor EIN: 408298989
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$77,659

$91,760-15.4%

$156,181-50.3%

$67,986+14.2%

Participation rate

80.2%

65.0%+15.2pp

78.8%+1.3pp

57.2%+23.0pp

Annual return

15.07%

18.14%-3.1pp

64.87%-49.8pp

31.67%-16.6pp

Employer contribution / active EE

$2,419-100.0%

$4,294-100.0%

$2,019-100.0%

Participant deferral / active EE

$5,308

$3,960+34.0%

$6,132-13.4%

$3,358+58.1%

Admin fee / account holder

$272

$3,949-93.1%

$14,586-98.1%

$3,203-91.5%

Provider

Service type

Compensation

IPI WEALTH MANAGEMENT INC4 years

Service code 27

226 WEST ELDORADO · DECATURE, IL 62522

Advisory (Plan)

$16,363

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INSURANCE CO

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$7,448

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ADVISOR GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$4,916

STONES RIVER CONSULTING4 years

Filed as: STONES RIVER CONSULTING INC

Service code 13 · EIN 45-3783933

2441 Q OLD FORT PKWY STE 407 · MURFREESBORO, TN 37128

Contract Administrator

$1,500

THE REESE GROUP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE REESE GROUP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion