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Original filing (PDF)20250919114235NAL0003482418001
RAINTREE SYSTEMS, INC.
Form 5500
FILING_RECEIVED
RAINTREE SYSTEMS, INC. 401(K)
401(k) retirement plan
Active participants
186
Accounts w/ balance
173
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.8M
How this plan invests
This plan
29 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RAINTREE SYSTEMS, INC..
Plan sponsor
Name
RAINTREE SYSTEMS, INC.
EIN
33-0651691
Address
30650 RANCO CALIFORNIA ROAD · TEMECULA, CA · 92591
Phone
(951) 252-9400
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
2025-09-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
ALEXANDER & WILLIAMS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORD KEEPER | $39K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC | 36-4291971 | — | SERVICE PROVIDER | $0 | — |
Investments
25 direct securities· $9.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vangrd Trgt Retire 2040 Fd Mutual Fund n/a | — | — | — | $1.4M | 14.4% | |
| Vangrd Trgt Retire 2030 Fd Mutual Fund n/a | — | — | — | $1.3M | 13.7% | |
| Vangrd Trgt Retire 2035 Fd Mutual Fund n/a | — | — | — | $1.3M | 12.8% | |
| Vangrd Trgt Retire 2050 Fd Mutual Fund n/a | — | — | — | $1.1M | 11.0% | |
| Fidelity 500 Index Fund Mutual Fund n/a | — | — | — | $1.0M | 10.6% | |
| Vangrd Trgt Retire 2055 Fd Mutual Fund n/a | — | — | — | $750K | 7.6% | |
| Vangrd U.S. Growth Fund Adm Mutual Fund n/a | — | — | — | $528K | 5.4% | |
| Vangrd Trgt Retire 2060 Fd Mutual Fund n/a | — | — | — | $368K | 3.7% | |
| Vangrd Trgt Retire 2045 Fd Mutual Fund n/a | — | — | — | $359K | 3.7% | |
| Vangrd Equity Income Fund Adm Mutual Fund n/a | — | — | — | $276K | 2.8% | |
| Vangrd Trgt Retire Inc Fd Mutual Fund n/a | — | — | — | $233K | 2.4% | |
| Fid US Bd Id Fd Registered Investment Company | — | — | — | $208K | 2.1% | |
| Vangrd Tot Int Stk In F Adm Mutual Fund n/a | — | — | — | $158K | 1.6% | |
| Baird Core Plus Bond Fund Ins Mutual Fund n/a | — | — | — | $150K | 1.5% | |
| Fidelity Mid Cap Idx Fd Mutual Fund n/a | — | — | — | $102K | 1.0% | |
| Notes receivable frim participants Loans (interest rates of 9.00% to 9.50% - | — | — | — | $90K | 0.9% | |
| MFS International Grw Fund R6 Mutual Fund n/a | — | — | — | $88K | 0.9% | |
| DFA US Targeted Vl Port Ins Mutual Fund n/a | — | — | — | $87K | 0.9% | |
| Voya Gov Money Mkt Fnd A Money Market Fund n/a | — | — | — | $70K | 0.7% | |
| Vangrd Explorer Fund Adm Mutual Fund n/a | — | — | — | $51K | 0.5% | |
| Vangrd Trgt Retire 2020 Fd Mutual Fund n/a | — | — | — | $50K | 0.5% | |
| Vangrd Trgt Retire 2070 Fd Mutual Fund n/a | — | — | — | $47K | 0.5% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | — | — | — | $42K | 0.4% | |
| Voya Fixed Account Insurance Company General Account n/a | — | — | — | $28K | 0.3% | |
| Vangrd Trgt Retire 2065 Fd Mutual Fund n/a | — | — | — | $7K | <0.1% |
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