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Original filing (PDF)20240207164536NAL0002241617001
RX SAVINGS SOLUTIONS
Form 5500
FILING_RECEIVED
RX SAVINGS SOLUTIONS 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
5 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RX SAVINGS SOLUTIONS.
Plan sponsor
Name
RX SAVINGS SOLUTIONS
EIN
26-3642434
Address
5440 WEST 110TH STREET · SUITE 200 · OVERLAND PARK, KS · 66211
Phone
(913) 815-3120
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-04-30
Filed
2024-02-07
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)
Audit & trust (Schedule H)
Auditor
FORVIS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCE INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $13K | — |
Investments
5 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BLACKROCK RUSSELL 1000 VALUE INDEX AST WILMINGTON TRUST · EIN 81-1009614 / PN 011 | Common Collective Trust | $0 | — |
| BLACKROCK EQUITY INDEX FUND AST WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | $0 | — |
| BLACKROCK RUSSELL EAFE EQUITY INDEX AST WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | $0 | — |
| BLACKROCK RUSSELL 1000 GROWTH INDEX AST WILMINGTON TRUST · EIN 81-1025041 / PN 012 | Common Collective Trust | $0 | — |
| BLACKROCK MID CAP EQUITY INDEX FUND AST WILMINGTON TRUST · EIN 20-3802327 / PN 003 | Common Collective Trust | $0 | — |
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