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Original filing (PDF)20251014075725NAL0001092531001
R & P TECHNOLOGIES
Form 5500
FILING_RECEIVED
R & P TECHNOLOGIES 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
329
Accounts w/ balance
490
Plan assets (EOY)
$22.9M
Net assets (EOY)
$22.9M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 64% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R & P TECHNOLOGIES.
Plan sponsor
Name
R & P TECHNOLOGIES
EIN
01-0557721
Address
PO BOX 1273 · DUBLIN, PA · 189171273
Phone
(215) 630-4458
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $35K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | SAN RAFAEL, CA | ADVISOR | $74K | — |
Investments
33 direct securities · 1 pooled fund· $22.6M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$22.3M
33 holdings
Common Collective Trust
$326K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Fund | — | — | — | $3.7M | 16.0% | |
| Vanguard 500 Index Adml | — | — | — | $2.0M | 8.9% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $1.9M | 8.1% | |
| Janus Henderson Global Technology and Innovation Fund Class A | — | — | — | $1.7M | 7.4% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $1.7M | 7.3% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $1.3M | 5.9% | |
| T. Rowe Price Retirement 2010 Fund 304 T. Rowe Price Retirement 2015 Fund 305 T. Rowe Price Retirement 2020 Fund | — | — | — | $1.3M | 5.7% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $1.1M | 4.6% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $884K | 3.9% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $855K | 3.7% | |
| Columbia Select Mid Cap Value Inst 2 1 Fidelity Select Health Care | — | — | — | $802K | 3.5% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $775K | 3.4% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% | — | — | — | $624K | 2.7% | |
| Harbor Capital Appreciation Fund Institutional | — | — | — | $601K | 2.6% | |
| Vanguard Mid Cap Index Fund Adml | — | — | — | $515K | 2.2% | |
| Columbia Dividend Income Fund Institutional Class | — | — | — | $419K | 1.8% | |
| PIMCO StocksPLUS Intl (USD-Hedged) I2 | — | — | — | $340K | 1.5% | |
| Wilmington Trust MetLife Group Annuity Contract 25554 | — | — | — | $326K | 1.4% | |
| GREAT GRAY CIT III FOR METLIFE GROU WILMINGTON TRUST · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $326K | 1.4% | |
| Vanguard Small Cap Index Adml | — | — | — | $267K | 1.2% | |
| Principal Real Estate Securities I | — | — | — | $192K | 0.8% | |
| Vanguard Materials Index Admin | — | — | — | $187K | 0.8% | |
| Alger Weatherbie Specialized Growth Fund Class I | — | — | — | $172K | 0.7% | |
| BlackRock Total Return Fund Class K Shares | — | — | — | $152K | 0.7% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $106K | 0.5% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $98K | 0.4% | |
| BlackRock Mid Cap Value Fund Institutional Shares | — | — | — | $94K | 0.4% | |
| 1919 Funds Financial Services Fund I | — | — | — | $72K | 0.3% | |
| Loomis Sayles Core Plus Bond Y 5 PIMCO Real Return I-2 | — | — | — | $54K | 0.2% | |
| Vanguard Explorer Fund Investor Class | — | — | — | $54K | 0.2% | |
| Goldman Sachs Growth Strategy Portfolio Inst Class | — | — | — | $48K | 0.2% | |
| T. Rowe Price Retirement Balanced | — | — | — | $13K | <0.1% | |
| Lord Abbett Lord Abbett Short Duration Income Fund Class R6 | — | — | — | $9K | <0.1% | |
| T. Rowe Price Retirement 2005 Fund | — | — | — | $3K | <0.1% |
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