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Original filing (PDF)20251015080636NAL0005637296001
RHEEM MANUFACTURING COMPANY
Form 5500
FILING_RECEIVED
RHEEM DEFINED CONTRIBUTION PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,720
Accounts w/ balance
4,390
Plan assets (EOY)
$469.1M
Net assets (EOY)
$469.1M
How this plan invests
This plan
18 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 16 bps in Schedule C fees — 59% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RHEEM MANUFACTURING COMPANY.
Plan sponsor
Name
RHEEM MANUFACTURING COMPANY
EIN
20-3928590
Address
1100 ABERNATHY RD NE STE 1700 · ATLANTA, GA · 303285654
Phone
(770) 351-3000
Industry
Manufacturingsee all
Plan administrator
Name
RHEEM MANUFACTURING COMPANY EE BENEFIT PLAN ADMINISTRATION COMMITT
EIN
20-3928590
City
ATLANTA, GA
Phone
(770) 351-3000
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CARR RIGGS & INGRAM, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $350K | — |
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | NONE | $169K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $152K | — |
| CRI | 72-1396621 | — | NONE | $46K | — |
| MERCER | 30-0282430 | — | NONE | $30K | — |
Investments
15 direct securities · 18 pooled funds· $470.3M(100% 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.
Common Collective Trust
$246.7M
18 holdings
Uncategorized
$223.7M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Ttl Stk Mrkt Index Fd | — | — | — | $45.9M | 9.8% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $37.9M | 8.1% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $35.6M | 7.6% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $34.6M | 7.4% | |
| Vanguard Inst Index Fd Inst'l Registered Investment Company | — | — | — | $33.0M | 7.0% | |
| Vanguard Total Intl Stk Inst Registered Investment Company | — | — | — | $28.3M | 6.0% | |
| Vanguard Total Bond Idx Inst Registered Investment Company | — | — | — | $28.1M | 6.0% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $26.0M | 5.5% | |
| Vanguard Wellington Adm Registered Investment Company | — | — | — | $23.9M | 5.1% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $23.8M | 5.1% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $19.5M | 4.1% | |
| Fidelity Contrafund; K6 Registered Investment Company | — | — | — | $19.3M | 4.1% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $19.0M | 4.0% | |
| Vanguard Windsor II Fund Adm Registered Investment Company | — | — | — | $18.5M | 3.9% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $15.1M | 3.2% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $10.1M | 2.2% | |
| Vanguard Extend Mkt Index Inst Registered Investment Company | — | — | — | $9.6M | 2.1% | |
| GW&K Sm/MidCapCore Equity Common/Collective Trust | — | — | — | $6.5M | 1.4% | |
| GW&K SMALL MID CAP CECIF GLOBAL TRUST COMPANY · EIN 37-6558781 / PN 001 | Common Collective Trust | — | — | $6.5M | 1.4% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $5.9M | 1.3% | |
| HL Intl Eq CIF Cl A Sh Common/Collective Trust | — | — | — | $4.4M | 0.9% | |
| HARDING LOEVNER INTERNATIONAL ECIF GLOBAL TRUST COMPANY · EIN 27-6075499 / PN 003 | Common Collective Trust | — | — | $4.4M | 0.9% | |
| Self-Directed Brokerage Fund Self-directed Brokerage Accounts | — | — | — | $3.6M | 0.8% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $3.4M | 0.7% | |
| PRUDENTIAL CORE PLUS BT CLASS 15 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $2.5M | 0.5% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.5% | |
| Vanguard Small-Cap Index Fund Admiral Shares Registered Investment Company | — | — | — | $1.2M | 0.3% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | — | — | — | $452K | <0.1% | |
| Fidelity Inflat Prot Bond Registered Investment Company | — | — | — | $437K | <0.1% | |
| Vanguard Fed Money Mkt Registered Investment Company | — | — | — | $413K | <0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $273K | <0.1% | |
| VFTC TARGET RET INC & GROWTH TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $888 | <0.1% | |
| PRUDENTIAL CORE PLUS BOND FTPTCCT PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $0 | <0.1% |