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Original filing (PDF)20250731174607NAL0002779171001
RAINY PARTNERS, LLC.
Form 5500
FILING_RECEIVED
RAINY PARTNERS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
179
Accounts w/ balance
143
Plan assets (EOY)
$9.6M
Net assets (EOY)
$9.6M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RAINY PARTNERS, LLC..
Plan sponsor
Name
RAINY PARTNERS, LLC.
EIN
20-5927740
Address
7114 EAST STETSON DRIVE, SUITE 400 · SCOTTSDALE, AZ · 85251
Phone
(602) 553-4139
Industry
Management of Companies / Holdingssee 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
2025-07-31
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TULL, FORSBERG & OLSON, PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE, INC | — | APPLETON, WI | TPA | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TULL FORSBERG AND OLSON PLC | 11-1000111 | — | ACCOUNTANT | $2K | — |
Investments
29 direct securities · 1 pooled fund· $19.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$9.6M
29 holdings
Pooled Separate Account
$9.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $9.4M | 98.6% | |
| Voya Index Solution 2040 Portfolio Z Common/Collective Trust | — | — | — | $1.6M | 16.2% | |
| Voya Index Solution 2030 Portfolio Z Common/Collective Trust | — | — | — | $1.4M | 14.7% | |
| Voya Index Solution 2035 Portfolio Z Common/Collective Trust | — | — | — | $1.3M | 14.1% | |
| Voya Gov Money Mkt Fnd A (Hold Acct) Guaranteed Interest Holding Account 105 * Voya Fixed Account (4062) Guaranteed Interest Contract | — | — | — | $812K | 8.5% | |
| Vanguard 500 Index Fund Adm Registered Investment Companies | — | — | — | $510K | 5.3% | |
| Voya Index Solution 2050 Portfolio Z Common/Collective Trust | — | — | — | $447K | 4.7% | |
| Voya Index Solution 2025 Portfolio Z Common/Collective Trust | — | — | — | $401K | 4.2% | |
| Pioneer Fundamental Growth Fund K Registered Investment Companies | — | — | — | $385K | 4.0% | |
| JP Morgan Equity Income Fund R6 Registered Investment Companies | — | — | — | $333K | 3.5% | |
| Similar Party Maturity Date, Rate of Interest, Interest Collateral, Par or Maturity Value (*) Vanguard Emr Mkts Stck Ind Fd Adm Registered Investment Companies | — | — | — | $301K | 3.1% | |
| Voya Index Solution 2055 Portfolio Z Common/Collective Trust | — | — | — | $285K | 3.0% | |
| Invesco Equity & Inc Fd R6 Registered Investment Companies | — | — | — | $271K | 2.8% | |
| Voya Index Solution 2045 Portfolio Z Common/Collective Trust | — | — | — | $214K | 2.2% | |
| Vanguard Total Intl Stk Index Fd Adm Registered Investment Companies | — | — | — | $205K | 2.1% | |
| Vanguard Small-Cap Index Fund Adm Registered Investment Companies | — | — | — | $201K | 2.1% | |
| Voya Index Solution Income Port Z Common/Collective Trust | — | — | — | $196K | 2.0% | |
| Vanguard Mid-Cap Index Fund Adm Registered Investment Companies | — | — | — | $143K | 1.5% | |
| Voya Index Solution 2060 Portfolio Z Common/Collective Trust | — | — | — | $124K | 1.3% | |
| Allspg Spec MdCp VI Fd R6 Registered Investment Companies | — | — | — | $99K | 1.0% | |
| PIMCO Income Fund Inst Registered Investment Companies | — | — | — | $68K | 0.7% | |
| maturing at various times through 2029. | — | — | — | $60K | 0.6% | |
| Voya Index Solution 2065 Portfolio Z Common/Collective Trust | — | — | — | $47K | 0.5% | |
| Voya Intermediate Bond Fund R6 Registered Investment Companies | — | — | — | $40K | 0.4% | |
| Amer Bcn Stephens Mid-Cap Grw FS Inst Registered Investment Companies | — | — | — | $32K | 0.3% | |
| DFA Real Estate Secs Port Ins Registered Investment Companies | — | — | — | $26K | 0.3% | |
| Baron Discovery Fund R6 Registered Investment Companies | — | — | — | $18K | 0.2% | |
| Voya Strategic Income Opprt R6 Registered Investment Companies | — | — | — | $17K | 0.2% | |
| Del Ivy High Inc Fd - Class R6 Registered Investment Companies | — | — | — | $15K | 0.2% | |
| DFA U.S. Targeted Value Port Inst Registered Investment Companies | — | — | — | $12K | 0.1% |
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