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Original filing (PDF)20250917132537NAL0001192290001
RIGIDPLY RAFTERS, INC.
Form 5500
FILING_RECEIVED
RIGIDPLY RAFTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
194
Accounts w/ balance
223
Plan assets (EOY)
$27.3M
Net assets (EOY)
$27.3M
How this plan invests
This plan
25 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)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Registered Investment Companies Fidelity Investments Fidelity Advisor Growth Opportunities A" is 29% of plan.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIGIDPLY RAFTERS, INC..
Plan sponsor
Name
RIGIDPLY RAFTERS, INC.
EIN
23-1737987
Address
701 EAST LINDEN AVE · RICHLAND, PA · 170879720
Phone
(717) 866-6851
Industry
Manufacturingsee 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
2025-09-17
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
RKL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMLIS | — | SPRINGFIELD, MA | BROKER/ADVISER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PARAGON ALLIANCE GROUP, LLC | 23-3044062 | SOUDERTON, PA | CONTRACT ADMIN | $0 | — |
Investments
4 direct securities · 25 pooled funds· $27.3M(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.
Pooled Separate Account
$15.5M
25 holdings
Uncategorized
$8.6M
3 holdings
Guaranteed Income / GIC
$3.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies Fidelity Investments Fidelity Advisor Growth Opportunities A | — | — | — | $8.0M | 29.2% | |
| s * Mass Mutual Life Insurance Company SAGIC Core Bond I | Guaranteed Income / GIC | — | — | $3.1M | 11.5% | |
| AMERICAN FUNDS AMERICAN BALANCED R3 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.7M | 9.7% | |
| MM S&P 500 INDEX ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.8M | 6.6% | |
| MASSMUTUAL SELECT RETIREMENT 2030 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $1.8M | 6.5% | |
| MASSMUTUAL MID CAP GROWTH R4 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.7M | 6.3% | |
| ALGER CAPITAL APPRECIATION A ALGER · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $929K | 3.4% | |
| EMPOWER S&P MID CAP 400 INDEX INV EMPOWER FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $844K | 3.1% | |
| MASSMUTUAL SELECT RETIREMENT 2035 MASSMUTUAL · EIN 90-0342999 / PN 000 | Pooled Separate Account | — | — | $712K | 2.6% | |
| WELLS FARGO SPECIAL MID CAP VALUE A ALLSPRING GLOBAL INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $659K | 2.4% | |
| THORNBURG INTERNATIONAL EQUITY R5 THORNBURG · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $653K | 2.4% | |
| JPMORGAN US EQUITY R3 JPMORGAN · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $538K | 2.0% | |
| MASSMUTUAL GLOBAL SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $508K | 1.9% | |
| INVESCO CORE BOND A INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $448K | 1.6% | |
| MASSMUTUAL SELECT RETIREMENT 2055 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $381K | 1.4% | |
| MASSMUTUAL SMALL CAP OPPS A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $369K | 1.4% | |
| MASSMUTUAL SELECT RETIREMENT 2040 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $364K | 1.3% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R3 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $362K | 1.3% | |
| Participant Loans 4.25% to 9.50% | — | — | — | $328K | 1.2% | |
| Neuberger Berman Neuberger Berman Large Cap Value A | — | — | — | $312K | 1.1% | |
| MASSMUTUAL SELECT RETIREMENT 2045 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $246K | 0.9% | |
| MASSMUTUAL HIGH YIELD R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $186K | 0.7% | |
| INVESCO GOLD & SPECIAL MINERALS A INVESCO · EIN 90-0342999 / PN 000 | Pooled Separate Account | — | — | $95K | 0.3% | |
| MASSMUTUAL SELECT RETIREMENT 2025 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $94K | 0.3% | |
| MASSMUTUAL SELECT RETIREMENT 2060 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $85K | 0.3% | |
| EMPOWER S&P SMALLCAP 600 INDEX INV EMPOWER FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $57K | 0.2% | |
| MASSMUTUAL SELECT RETIREMENT 2020 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $28K | 0.1% | |
| MASSMUTUAL SELECT RETIREMENT 2050 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $22K | <0.1% | |
| EMPOWER INTERNATIONAL INDEX INV EMPOWER FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% |