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Original filing (PDF)20251014123336NAL0002909345001
RENTOKIL NORTH AMERICA, INC.
Form 5500
FILING_RECEIVED
RENTOKIL INITIAL USA 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
20,428
Accounts w/ balance
28,305
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
18 pooled trusts
Schedule D
27 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
- 15 bps in Schedule C fees — 199% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RENTOKIL NORTH AMERICA, INC..
Plan sponsor
Name
RENTOKIL NORTH AMERICA, INC.
EIN
23-1568350
Address
1125 BERKSHIRE BLVD, SUITE 150 · READING, PA · 196101211
Phone
(610) 372-9700
Industry
Management of Companies / Holdingssee all
Plan administrator
Name
PLAN ADMINISTRATION COMMITTEE
EIN
23-1568350
City
READING, PA
Phone
(610) 372-9700
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $1.0M | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $419K | — |
| AON INVESTMENTS USA INC | 36-3109431 | — | NONE | $197K | — |
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $127K | — |
| BRADSHAW & BICKERTON PLLC | 45-4427424 | — | NONE | $98K | — |
| FORVIS LLP | 44-0160260 | — | NONE | $89K | — |
Investments
9 direct securities · 18 pooled funds· $1.3B(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
$991.1M
18 holdings
Uncategorized
$301.9M
8 holdings
Mutual Funds
$17.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Instl Plus Shares | — | — | — | $132.2M | 10.1% | |
| VFTC TARGET RET 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $129.3M | 9.9% | |
| VFTC TARGET RET 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $122.6M | 9.4% | |
| VFTC TARGET RET 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $120.9M | 9.2% | |
| VFTC TARGET RET 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $105.9M | 8.1% | |
| VFTC TARGET RET 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $84.8M | 6.5% | |
| VFTC TARGET RET 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $82.9M | 6.3% | |
| VANGUARD RETIREMENT SVGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $61.2M | 4.7% | |
| VFTC TARGET RET 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $60.3M | 4.6% | |
| T. ROWE PRICE LARGE CAP GROWTH TRUS T. ROWE PRICE TRUST COMPANY · EIN 32-6528532 / PN 001 | Common Collective Trust | — | — | $55.4M | 4.2% | |
| Vanguard Total Bond Market Index Fund: Inst'l Shr | — | — | — | $49.1M | 3.7% | |
| AMERICAN BEACON LG CAP VALUE CIT; I GREAT GRAY TRUST COMPANY · EIN 38-7312996 / PN 001 | Common Collective Trust | — | — | $41.6M | 3.2% | |
| VFTC TARGET RET 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $33.1M | 2.5% | |
| VFTC TARGET RET 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $33.0M | 2.5% | |
| Fidelity Total International Index Fund | — | — | — | $31.7M | 2.4% | |
| Vanguard Extended Market Index Fund: Inst'l Shares | — | — | — | $30.4M | 2.3% | |
| maturing through November 2049 | — | — | — | $29.4M | 2.2% | |
| VFTC TARGET RET INCOME TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $21.6M | 1.6% | |
| Baron Growth Fund; Institutional Shares | — | — | — | $20.2M | 1.5% | |
| American Funds EuroPacific Growth Fund; Class R-6 | Mutual Funds | — | — | $17.6M | 1.3% | |
| WESTFIELD MID CAP GROWTH EQUITY CIT COMERICA BANK & TRUST, N.A. · EIN 82-6649344 / PN 001 | Common Collective Trust | — | — | $13.4M | 1.0% | |
| VFTC TARGET RET 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $11.3M | 0.9% | |
| TS&W MID-CAP VALUE TRUST GLOBAL TRUST COMPANY · EIN 26-6773274 / PN 001 | Common Collective Trust | — | — | $11.2M | 0.9% | |
| Westwood Qualtiy SmallCap Fund; Institutional Cl | — | — | — | $6.5M | 0.5% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares | — | — | — | $2.4M | 0.2% | |
| BLACKROCK TTL RET BOND FUND; L GREAT GRAY TRUST COMPANY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $1.7M | 0.1% | |
| VFTC TARGET RET 2070 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $956K | <0.1% |