Back to filter
Original filing (PDF)20250707153051NAL0003946113001
RICE SERVICES, INC.
Form 5500
FILING_RECEIVED
RICE SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~155 bps in Sched C fees
Active participants
656
Accounts w/ balance
686
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
How this plan invests
This plan
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 155 bps in Schedule C fees — 199% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RICE SERVICES, INC..
Plan sponsor
Name
RICE SERVICES, INC.
EIN
26-3765769
Address
9129 STELLAR COURT · CORONA, CA · 928830309
Phone
(951) 667-4220
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ROODA, PIQUET & BESSEE, INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | RECORDKEEPER | $52K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH RESCUE STRATEGIES, INC. | 86-0812057 | — | FINANCIAL ADVISOR | $16K | — |
Investments
12 direct securities· $4.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity U.S. Bond Index Mutual Fund | — | — | — | $931K | 21.2% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $828K | 18.8% | |
| Fidelity Inter Index Fund Mutual Fund | — | — | — | $771K | 17.5% | |
| Standard Ins Co Stable Asset Fund Stable Asset Fund | — | — | — | $453K | 10.3% | |
| Vanguard Equity Income ADM Mutual Fund | — | — | — | $429K | 9.8% | |
| MFS Growth R6 Mutual Fund | — | — | — | $418K | 9.5% | |
| Vanguard Small Cap Index ADM Mutual Fund | — | — | — | $252K | 5.7% | |
| Wells Fargo Advantage Spec MD Cap Val R6 Mutual Fund | — | — | — | $154K | 3.5% | |
| JP Morgan MID Cap Growth R6 Mutual Fund | — | — | — | $140K | 3.2% | |
| Vanguard Balanced Index ADM Mutual Fund | — | — | — | $8K | 0.2% | |
| Fidelity MID Cap Index Fund Mutual Fund | — | — | — | $3K | <0.1% | |
| maturity value * Standard Insurance Co. Cash, non interest bearing | — | — | — | $3K | <0.1% |
Related plans
Other plans using STANCORP FINANCIAL GROUP
STANDARD INSURANCE COMPANY
THE STANDARD 401(K) PLAN
$1.3B · 4,268 participants
BERRY GLOBAL, INC.
BERRY GLOBAL EMPLOYEES 401(K) RETIREMENT PLAN
$1.1B · 17,041 participants
MICHAEL BAKER INTERNATIONAL HOLDCO CORPORATION
MICHAEL BAKER INTERNATIONAL 401(K) PLAN
$933.4M · 3,807 participants
GHD INC.
GHD INC. 401(K) EMPLOYEES' SAVINGS PLAN
$476.8M · 2,044 participants
AWC, INC.
AWC, INC. EMPLOYEES' SAVINGS PLAN
$423.5M · 616 participants
POET BIOREFINING LLC
POET 401(K) PLAN
$265.7M · 2,397 participants
Similar-size Professional & Technical Services plans
T.K.O. ARTIST MANAGEMENT, LLC
TKO ARTIST MANAGEMENT, LLC PROFIT SHARING PLAN PROFIT SHARING PLAN
$4.4M · 10 participants
WAVETRIX, INC.
WAVETRIX, INC 401(K) PROFIT SHARING PLAN
$4.4M · 8 participants
CONSOL, INC.
CONSOL, INC. 401(K) PLAN
$4.4M · 22 participants
TECHOP SOLUTIONS INTERNATIONAL, INC.
TECHOP SOLUTIONS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN
$4.4M · 164 participants
THE ALDRIDGE GROUP, LLC
THE ALDRIDGE GROUP, INC. 401(K) PROFIT SHARING PLAN
$4.4M · 18 participants
PROCUREABILITY INC
PROCUREABILITY INC 401(K) PROFIT SHARING PLAN & TRUST
$4.4M · 133 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B