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Original filing (PDF)20250802081133NAL0007779137001
RG TALENT SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
RG TALENT SOLUTIONS, LLC
401(k) retirement plan
Signals · 1
~750 bps in Sched C fees
Active participants
35
Accounts w/ balance
73
Plan assets (EOY)
$256K
Net assets (EOY)
$256K
How this plan invests
This plan
1 pooled trust
Schedule D
11 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
- 750 bps in Schedule C fees — 375% above peer band of 158 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RG TALENT SOLUTIONS, LLC.
Plan sponsor
Name
RG TALENT SOLUTIONS, LLC
EIN
27-0635276
Address
726 DALWORTH ST STE 1000 · GRAND PRAIRIE, TX · 75050
Phone
(817) 505-6811
Industry
Transportation & Warehousingsee 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
2025-08-02
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HARSHIL TRIVEDI CPA LLC
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 | $19K | — |
Investments
10 direct securities · 1 pooled fund· $254K(99% 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.
Registered Investment Companies
$231K
10 holdings
Common Collective Trust
$24K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $48K | 18.6% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $47K | 18.4% | |
| JPMORGAN EQUITY INCOME FUND R6 62 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $37K | 14.6% | |
| ISHARES MSCI EAFE INTL INDEX K 59 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $35K | 13.8% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $24K | 9.5% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $24K | 9.2% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $15K | 5.9% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $13K | 5.3% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $6K | 2.5% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $2K | 0.9% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $1K | 0.5% |
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