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Original filing (PDF)20251010051315NAL0004362883001

RDSOLUTIONS

Form 5500
FILING_RECEIVED
RDSOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
~99 bps in Sched C fees
Active participants
371
Accounts w/ balance
645
Plan assets (EOY)
$11.7M
Net assets (EOY)
$11.7M
How this plan invests
This plan
1 pooled trust
Schedule D
26 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
  • 99 bps in Schedule C fees — 242% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RDSOLUTIONS.
Plan sponsor
Name
RDSOLUTIONS
EIN
20-2008534
Address
4461 COX ROAD, SUITE 300 · GLEN ALLEN, VA · 23060
Phone
(804) 678-7500
Industry
Other Services (ex. Public Admin)see 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
2025-10-10
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BROWN EDWARDS COMPANY LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
2
NameEINLocationRelationDirect compIndirect comp
ADP, INC.13-3036745RECORD KEEPER$116K
ADP BROKER-DEALER22-3319984RECORD KEEPER$0

Investments

25 direct securities · 1 pooled fund· $11.4M(98% 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.

Registered Investment Companies
$10.4M
25 holdings
Common Collective Trust
$949K
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
VANGUARD 500 INDEX FUND - ADM
Registered Investment Companies
$2.3M19.4%
AMC GROWTH FUND - R6
Registered Investment Companies
$1.5M12.7%
DODGE & COX INCOME FUND X
Registered Investment Companies
$1.1M9.3%
VANG EQUITY INC ADM
Registered Investment Companies
$1.0M8.6%
GS SV COL TR INSTL SER 1
GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025
Common Collective Trust
$949K8.1%
FID INTERNATIONAL INDEX
Registered Investment Companies
$737K6.3%
TRP RETIREMENT 2035 I
Registered Investment Companies
$684K5.9%
FID MID CAP INDEX
Registered Investment Companies
$644K5.5%
TRP RETIREMENT 2055 I
Registered Investment Companies
$451K3.9%
TRP RETIREMENT 2040 I
Registered Investment Companies
$361K3.1%
FID SMALL CAP INDEX
Registered Investment Companies
$269K2.3%
TRP RETIREMENT 2045 I
Registered Investment Companies
$259K2.2%
MACQUARIE MID CAP GROWTH R6
Registered Investment Companies
$250K2.1%
DFA US TARGETED VAL PORT INST
Registered Investment Companies
$207K1.8%
TRP RETIREMENT 2050 I
Registered Investment Companies
$187K1.6%
TRP RETIREMENT 2060 I
Registered Investment Companies
$144K1.2%
FED MTD SM CAP GROWTH R6
Registered Investment Companies
$143K1.2%
TRP RETIREMENT 2030 I
Registered Investment Companies
$107K0.9%
TRP RETIREMENT 2025 I
Registered Investment Companies
$73K0.6%
VANGUARD WELLINGTON ADMIN
Registered Investment Companies
$32K0.3%
TRP RETIREMENT 2020 I
Registered Investment Companies
$16K0.1%
AMERICAN FUNDS US GOV SEC R6
Registered Investment Companies
$15K0.1%
FIDELITY REAL ESTATE INV PORT
Registered Investment Companies
$13K0.1%
MFS MID CAP VALUE FUND - R6
Registered Investment Companies
$10K<0.1%
TRP RETIREMENT 2010 I
Registered Investment Companies
$7K<0.1%
TRP RETIREMENT 2015 I
Registered Investment Companies
$2K<0.1%

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