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Original filing (PDF)20250909080139NAL0012754563001
RP MANAGEMENT INC
Form 5500
FILING_RECEIVED
RP MANAGEMENT, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
230
Accounts w/ balance
239
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
How this plan invests
This plan
28 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "VANGUARD 500 INDEX FUND - ADM" is 26% of plan.
Helping the score
- Below-peer total fees (12 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RP MANAGEMENT INC.
Plan sponsor
Name
RP MANAGEMENT INC
EIN
23-2752053
Address
308 E LANCASTER AVENUE · SUITE 235 · WYNNEWOOD, PA · 19096
Phone
(484) 416-9006
Industry
Real Estatesee 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
2025-09-09
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)
Audit & trust (Schedule H)
Auditor
BUCKNO LISICKY & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $10K | — |
Investments
28 direct securities· $8.1M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.1M | 25.6% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $586K | 7.1% | |
| VAN STRAT SM CP EQTY - INV | Registered Investment Companies | — | — | $585K | 7.1% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $487K | 5.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $487K | 5.9% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $483K | 5.9% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $431K | 5.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $416K | 5.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $405K | 4.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $307K | 3.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $306K | 3.7% | |
| VANGUARD INT TERM TREAS - ADM | Registered Investment Companies | — | — | $265K | 3.2% | |
| VAN CASH RES FED MON MKT ADMRL | Registered Investment Companies | — | — | $248K | 3.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $167K | 2.0% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $97K | 1.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $91K | 1.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $86K | 1.0% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $78K | 0.9% | |
| VANGUARD WELLINGTON ADMIN | Registered Investment Companies | — | — | $67K | 0.8% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $62K | 0.8% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $61K | 0.7% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $60K | 0.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $56K | 0.7% | |
| VAN SELECTED VALUE - INV | Registered Investment Companies | — | — | $54K | 0.7% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $39K | 0.5% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $33K | 0.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $8K | <0.1% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $6K | <0.1% |
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