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Original filing (PDF)20251010105443NAL0007550465001
RKL LLP
Form 5500
FILING_RECEIVED
RKL LLP 401(K) PLAN
401(k) retirement plan
Active participants
665
Accounts w/ balance
895
Plan assets (EOY)
$122.9M
Net assets (EOY)
$122.9M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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 (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RKL LLP.
Plan sponsor
Name
RKL LLP
EIN
23-2108173
Address
PO BOX 8408 · LANCASTER, PA · 17604
Phone
(717) 394-5666
Industry
CPA Offices· Professional & Technical Servicessee 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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
INSERO & CO CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
Investments
32 direct securities · 1 pooled fund· $124.3M(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.
Uncategorized
$96.4M
31 holdings
Registered Investment Companies
$23.9M
1 holding
Common Collective Trust
$4.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Funds * Fidelity Investments 500 Index Fund - Premium Class | Registered Investment Companies | — | — | $23.9M | 19.5% | |
| Fidelity Investments Freedom 2030 Fund - Class K6 | — | — | — | $9.8M | 8.0% | |
| Fidelity Investments Freedom 2035 Fund - Class K6 | — | — | — | $9.4M | 7.6% | |
| Fidelity Investments Freedom 2040 Fund - Class K6 | — | — | — | $8.4M | 6.9% | |
| Fidelity Investments Freedom 2025 Fund - Class K6 | — | — | — | $6.7M | 5.5% | |
| Fidelity Investments Blue Chip Growth K6 Fund | — | — | — | $6.5M | 5.3% | |
| Fidelity Investments Freedom 2050 Fund - Class K6 | — | — | — | $5.9M | 4.8% | |
| Fidelity Investments Freedom 2045 Fund - Class K6 | — | — | — | $5.4M | 4.4% | |
| Fidelity Investments Mid Cap Index Fund - Premium Class | — | — | — | $4.9M | 4.0% | |
| Collective Investment Fund Federated Investors, Inc. Capital Preservation Fund Class R6 | — | — | — | $4.0M | 3.3% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $4.0M | 3.3% | |
| Dodge & Cox Stock Fund | — | — | — | $3.9M | 3.2% | |
| Fidelity Investments Small Cap Index Fund - Premium Class | — | — | — | $3.8M | 3.1% | |
| Fidelity Investments Freedom 2055 Fund - Class K6 | — | — | — | $3.5M | 2.9% | |
| Fidelity Investments Freedom 2060 Fund - Class K6 | — | — | — | $3.4M | 2.8% | |
| Fidelity Investments Global Ex U.S. Index Fund - Premium Class | — | — | — | $3.4M | 2.8% | |
| Fidelity Investments U.S. Bond Index Fund - Premium Class | — | — | — | $2.8M | 2.3% | |
| MFS Mid Cap Growth Fund Class R6 | — | — | — | $2.5M | 2.1% | |
| T. Rowe Price Dividend Growth Fund I Class | — | — | — | $2.1M | 1.7% | |
| Fidelity Investments Small Cap Growth K6 Fund | — | — | — | $1.6M | 1.3% | |
| Fidelity Investments Freedom 2065 Fund - Class K6 | — | — | — | $1.2M | 1.0% | |
| Fidelity Investments Freedom 2015 Fund - Class K6 | — | — | — | $1.1M | 0.9% | |
| Fidelity Investments Emerging Markets Fund - Class K | — | — | — | $1.1M | 0.9% | |
| Fidelity Investments Total Bond K6 Fund | — | — | — | $1.0M | 0.8% | |
| Wells Fargo Special Mid Cap Value Fund - Class R6 | — | — | — | $866K | 0.7% | |
| Fidelity Investments International Capital Appreciation K6 Fund | — | — | — | $825K | 0.7% | |
| Wells Fargo Special Small Cap Value Fund - Class R6 | — | — | — | $796K | 0.6% | |
| through November 2030 | — | — | — | $690K | 0.6% | |
| Fidelity Investments Freedom Income Fund - Class K6 | — | — | — | $252K | 0.2% | |
| Fidelity Investments Inflation-Protected Bond Index Fund - Premium Class | — | — | — | $234K | 0.2% | |
| Virtus Duff & Phelps Real Estate Securities Fund Class R6 | — | — | — | $219K | 0.2% | |
| Fidelity Investments Freedom 2010 Fund - Class K6 | — | — | — | $96K | <0.1% | |
| Fidelity Investments Freedom 2070 Fund - Class K6 | — | — | — | $1K | <0.1% |
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