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Original filing (PDF)20251002094341NAL0000280449001
RYAN FIREPROTECTION, INC.
Form 5500
FILING_RECEIVED
R.F.I. 401(K) PLAN
401(k) retirement plan
Active participants
213
Accounts w/ balance
230
Plan assets (EOY)
$24.4M
Net assets (EOY)
$24.4M
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 RYAN FIREPROTECTION, INC..
Plan sponsor
Name
RYAN FIREPROTECTION, INC.
EIN
35-1788848
Address
9740 E 148TH ST · NOBLESVILLE, IN · 46060
Phone
(317) 649-2184
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
2025-10-02
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
BLUE & CO, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT ADVIS | — | CARMEL, IN | INVESTMENT ADVISOR | $55K | — |
Investments
28 direct securities· $23.7M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Standard Capital Preservation Income Stable Value Fund (interest rate - 3.50%) | — | — | — | $3.7M | 15.3% | |
| AB Large Cap Growth Z Mutual Funds | — | — | — | $3.2M | 13.1% | |
| Fidelity 500 Index Mutual Funds | — | — | — | $2.4M | 10.0% | |
| JP Morgan US Value R6 Mutual Funds | — | — | — | $1.8M | 7.3% | |
| American Century Retire Date 2050 IX Collective Trust Funds | — | — | — | $1.4M | 5.7% | |
| MFS Mid Cap Growth R6 Mutual Funds | — | — | — | $1.1M | 4.5% | |
| American Century Retire Date 2055 IX Collective Trust Funds | — | — | — | $1.1M | 4.4% | |
| American Century Retire Date 2060 IX Collective Trust Funds | — | — | — | $897K | 3.7% | |
| Fidelity Advisor Total Bond Z Mutual Funds | — | — | — | $875K | 3.6% | |
| American Century Retire Date 2035 IX Collective Trust Funds | — | — | — | $839K | 3.4% | |
| American Century Small Cap Growth R6 Mutual Funds | — | — | — | $668K | 2.7% | |
| American Century Retire Date 2045 IX Collective Trust Funds | — | — | — | $663K | 2.7% | |
| Fidelity International Index Mutual Funds | — | — | — | $635K | 2.6% | |
| Franklin Small Cap Value R6 Mutual Funds | — | — | — | $567K | 2.3% | |
| Fidelity Emerging Markets Index Mutual Funds | — | — | — | $537K | 2.2% | |
| American Funds American Balanced R6 Mutual Funds | — | — | — | $498K | 2.0% | |
| American Century Retire Date 2040 IX Collective Trust Funds | — | — | — | $392K | 1.6% | |
| American Century Retire Date 2025 IX Collective Trust Funds | — | — | — | $387K | 1.6% | |
| American Century Retire Date 2030 IX Collective Trust Funds | — | — | — | $377K | 1.5% | |
| WCM Focused International Growth Instl Mutual Funds | — | — | — | $373K | 1.5% | |
| Fidelity Small Cap Index Mutual Funds | — | — | — | $266K | 1.1% | |
| Columbia Overseas Value Instl 3 Mutual Funds | — | — | — | $222K | 0.9% | |
| Fidelity Mid Cap Index Mutual Funds | — | — | — | $202K | 0.8% | |
| American Century Retire Date 2065 IX Collective Trust Funds | — | — | — | $191K | 0.8% | |
| PGIM High-Yield R6 Mutual Funds | — | — | — | $169K | 0.7% | |
| PGIM Global Total Return R6 Mutual Funds | — | — | — | $113K | 0.5% | |
| 9.50% -0- | — | — | — | $97K | 0.4% | |
| American Century Retirement IX Collective Trust Funds | — | — | — | $66K | 0.3% |
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