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Original filing (PDF)20250917152633NAL0000632400001
RH&A, LLC
Form 5500
FILING_RECEIVED
RELIABLE HEATING AND AIR 401(K) PLAN
401(k) retirement plan
Signals · 1
~100 bps in Sched C fees
Active participants
285
Accounts w/ balance
310
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
How this plan invests
This plan
7 pooled trusts
Schedule D
31 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
- 100 bps in Schedule C fees — 93% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RH&A, LLC.
Plan sponsor
Name
RH&A, LLC
EIN
36-4681184
Address
1305 CHASTAIN RD NW · KENNESAW, GA · 301447027
Phone
(770) 594-9969
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
2025-09-17
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $37K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | INVESTMENT ADVISOR | $27K | — |
Investments
21 direct securities · 7 pooled funds· $6.7M(100% 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.
Uncategorized
$6.3M
21 holdings
Common Collective Trust
$355K
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2050 Trgt Date Retire R6 | — | — | — | $786K | 12.5% | |
| American Funds American Funds 2045 Trgt Date Retire R6 | — | — | — | $760K | 12.0% | |
| American Funds American Funds 2060 Trgt Date Retire R6 | — | — | — | $674K | 10.7% | |
| Fidelity 500 Index | — | — | — | $640K | 10.1% | |
| American Funds American Funds 2040 Trgt Date Retire R6 | — | — | — | $599K | 9.5% | |
| American Funds American Funds 2035 Trgt Date Retire R6 | — | — | — | $583K | 9.2% | |
| American Funds American Funds 2055 Trgt Dt Ret R6 | — | — | — | $371K | 5.9% | |
| American Funds American Funds 2055Trgt Date Retire R6 | — | — | — | $371K | 5.9% | |
| American Funds American Funds 2030 Trgt Date Retire R6 | — | — | — | $364K | 5.8% | |
| American Funds American Funds 2025 Trgt Date Retire R6 | — | — | — | $348K | 5.5% | |
| STATE ST GL ALL CP EX US IDX CL II STATE STREET · EIN 04-0025081 / PN 444 | Common Collective Trust | — | — | $148K | 2.3% | |
| MFS Val R6 | — | — | — | $139K | 2.2% | |
| Jpmorgan Mid Cap Value R6 | — | — | — | $132K | 2.1% | |
| Clearbridge Large Cap Growth Is | — | — | — | $125K | 2.0% | |
| BNYM MELLON SL MID CAP STOCK INDEX BNY MELLON · EIN 25-6078093 / PN 174 | Common Collective Trust | — | — | $121K | 1.9% | |
| American Funds American Funds 2065 Trgt Date Retire R6 | — | — | — | $102K | 1.6% | |
| T. Rowe Price Integrated Us Small Cap Growth Equity I | — | — | — | $99K | 1.6% | |
| American Funds American Funds 2010 Trgt Date Retire R6 | — | — | — | $77K | 1.2% | |
| STATE STREET U.S. BD IDX CL XIV STATE STREET · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $43K | 0.7% | |
| Transamerica Financial Life Ins Co Stable Val Strategy - TFLIC | — | — | — | $37K | 0.6% | |
| Transamerica Stable Value Strategy Account | — | — | — | $34K | 0.5% | |
| Pgim High Yield R 6 | — | — | — | $28K | 0.4% | |
| CONGRESS MID CAP GR SEI · EIN 87-2865353 / PN 001 | Common Collective Trust | — | — | $24K | 0.4% | |
| Macquaire Small Cap Value R6 | — | — | — | $16K | 0.3% | |
| Hartford Schroders Emer Markets Equity Sdr | — | — | — | $13K | 0.2% | |
| FEDERATED HERMES TOTAL RETURN BOND WILMINGTON TRUST · EIN 85-3992542 / PN 652 | Common Collective Trust | — | — | $12K | 0.2% | |
| BNYM MELLON SL SMALL CAP 600 STOCK BNY MELLON · EIN 25-6078093 / PN 364 | Common Collective Trust | — | — | $5K | <0.1% | |
| SCHRODER INTL ALPHA TRUST H1 SEI · EIN 83-2429244 / PN 009 | Common Collective Trust | — | — | $3K | <0.1% |
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