Back to filter
Original filing (PDF)20251015141807NAL0009682114001
RIGHTWORKS, LLC
Form 5500
FILING_RECEIVED
RIGHTWORKS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
656
Accounts w/ balance
718
Plan assets (EOY)
$36.8M
Net assets (EOY)
$36.8M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIGHTWORKS, LLC.
Plan sponsor
Name
RIGHTWORKS, LLC
EIN
20-5332205
Address
300 INNOVATIVE WAY · NASHUA, NH · 03062
Phone
(603) 413-4596
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
GRANT THORTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, INC. | 04-2675571 | — | INVESTMENT/FINANCIAL ADVI | $52K | — |
Investments
36 direct securities · 1 pooled fund· $36.5M(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.
Registered Investment Companies
$36.3M
36 holdings
Common Collective Trust
$210K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RET 2055 - ADV | Registered Investment Companies | — | — | $5.8M | 15.7% | |
| T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $5.5M | 15.0% | |
| T. ROWE PRICE RET 2045 - ADV | Registered Investment Companies | — | — | $4.1M | 11.1% | |
| T.ROWE PRICE RETIRE 2040 - ADV | Registered Investment Companies | — | — | $3.9M | 10.5% | |
| ISHARES S&P 500 INDEX A | Registered Investment Companies | — | — | $3.6M | 9.8% | |
| T. ROWE PRICE RET 2035 - ADV | Registered Investment Companies | — | — | $1.4M | 3.8% | |
| T.ROWE PRICE RETIRE 2030 - ADV | Registered Investment Companies | — | — | $1.4M | 3.7% | |
| BLACKROCK EQUITY DIVIDEND - A | Registered Investment Companies | — | — | $1.2M | 3.1% | |
| FIDELITY ADVISOR GROWTH OPPS A | Registered Investment Companies | — | — | $1.1M | 3.1% | |
| LORD ABBETT DEVELOPING GROW-A | Registered Investment Companies | — | — | $997K | 2.7% | |
| AMERICAN FUNDS EURPAC GR FD-R4 | Registered Investment Companies | — | — | $564K | 1.5% | |
| T. ROWE PRICE RET 2025 - ADV | Registered Investment Companies | — | — | $560K | 1.5% | |
| ISHARES RUSSELL 2000 SM CAP A | Registered Investment Companies | — | — | $468K | 1.3% | |
| WESTERN ASSET CORE PLUS BOND A | Registered Investment Companies | — | — | $460K | 1.2% | |
| ISHARES US AGGREGATE BD IDX A | Registered Investment Companies | — | — | $455K | 1.2% | |
| AMF INCOME FUND OF AMERICA- R4 | Registered Investment Companies | — | — | $436K | 1.2% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $433K | 1.2% | |
| UNDISCOVERED MGRS BHVL VAL A | Registered Investment Companies | — | — | $420K | 1.1% | |
| INV DEVELOP MARKETS-A | Registered Investment Companies | — | — | $420K | 1.1% | |
| AMER FUNDS NEW PERSPECTIVE -R4 | Registered Investment Companies | — | — | $381K | 1.0% | |
| PGIM HIGH YIELD - A | Registered Investment Companies | — | — | $362K | 1.0% | |
| BLACKROCK STRAT GLOBAL BOND A | Registered Investment Companies | — | — | $316K | 0.9% | |
| FRANKLIN INCOME FUND - A1 | Registered Investment Companies | — | — | $310K | 0.8% | |
| VIRTUS SILVANT MIDCAP GRW A | Registered Investment Companies | — | — | $290K | 0.8% | |
| ISHARES MSCI EAFE INTL INDEX A | Registered Investment Companies | — | — | $265K | 0.7% | |
| ISHARES RUSSELL MIDCAP INDEX A | Registered Investment Companies | — | — | $260K | 0.7% | |
| AMERICAN CAP INC BLDER - R4 | Registered Investment Companies | — | — | $225K | 0.6% | |
| METLIFE REL ST VAL 25053 - 50 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $210K | 0.6% | |
| COHEN & STEERS REAL EST SEC A | Registered Investment Companies | — | — | $201K | 0.5% | |
| PIMCO INCOME FUND - A | Registered Investment Companies | — | — | $125K | 0.3% | |
| THORNBURG LIMITED TERM INC R5 | Registered Investment Companies | — | — | $120K | 0.3% | |
| T.ROWE PRICE RETIRE 2020 - ADV | Registered Investment Companies | — | — | $108K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2065 | Registered Investment Companies | — | — | $64K | 0.2% | |
| ISHARES SH-T TIPS BD IDX INV A | Registered Investment Companies | — | — | $49K | 0.1% | |
| T.ROWE PRICE RETIRE 2010 - ADV | Registered Investment Companies | — | — | $37K | <0.1% | |
| T. ROWE PRICE RETIRE 2060-ADV | Registered Investment Companies | — | — | $28K | <0.1% | |
| T. ROWE PRICE RET 2015 - ADV | Registered Investment Companies | — | — | $2K | <0.1% |
Related plans
Other plans using COMMONWEALTH EQUITY SERVICES, INC.
SANSUM SANTA BARBARA MEDICAL CLINIC, INC.
SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN
$235.8M · 241 participants
MAVIS TIRE SUPPLY LLC
MAVIS TIRE SUPPLY LLC 401(K) PLAN
$202.0M · 10,033 participants
BERRY DUNN MCNEIL & PARKER, LLC
BERRYDUNN 401(K) PROFIT SHARING PLAN
$139.5M · 826 participants
COOPER HATCHERY, INC.
COOPER FARMS RETIREMENT PLAN
$130.0M · 1,692 participants
FAMILYCARE MEDICAL GROUP, P.C.
FAMILYCARE MEDICAL GROUP, P.C. 401(K) PLAN
$109.9M · 684 participants
BOSTON CHILDREN'S HEALTH PHYSICIANS, LLP
BOSTON CHILDREN'S HEALTH PHYSICIANS, LLP 401(K) RETIREMENT PLAN
$98.4M · 854 participants
Similar-size Data Processing, Hosting plans
INTEGRICHAIN, INC.
INTEGRICHAIN, INC. 401(K) PLAN
$36.7M · 396 participants
LIQUID WEB LLC
LIQUID WEB LLC 401K PLAN
$36.6M · 511 participants
CLARI, INC.
CLARI RETIREMENT SAVINGS PLAN
$37.1M · 466 participants
STATS LLC
STATS LLC SAVINGS PLAN
$37.6M · 122 participants
PANORAMA EDUCATION, INC.
PANORAMA EDUCATION, INC. RETIREMENT TRUST
$35.9M · 293 participants
N-ABLE TECHNOLOGIES, INC.
N-ABLE TECHNOLOGIES, INC. 401(K) PLAN
$35.2M · 452 participants
Large plans in New Hampshire
DARTMOUTH HEALTH
DARTMOUTH HEALTH 403(B) PLAN
$1.7B · 14,331 participants
TRUSTEES OF DARTMOUTH COLLEGE
SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE
$1.1B · 4,433 participants
DARTMOUTH HEALTH
DARTMOUTH-HITCHCOCK RETIREMENT PLAN
$1.1B · 9,655 participants
HYPERTHERM, INC.
HYPERTHERM ASSOCIATE STOCK OWNERSHIP PLAN
$1.1B · 1,450 participants
DARTMOUTH-HITCHCOCK CLINIC
DARTMOUTH-HITCHCOCK EMPLOYEE INVESTMENT PLAN
$971.5M · 10,995 participants
TRUSTEES OF DARTMOUTH COLLEGE
401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF
$933.3M · 4,336 participants