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Original filing (PDF)20260202111644NAL0001804131001
RF TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
RF TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
Late filing · 2.5 moNo recordkeeper disclosed
Active participants
120
Accounts w/ balance
215
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
90
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 2.5 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (10 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RF TECHNOLOGIES, INC..
Plan sponsor
Name
RF TECHNOLOGIES, INC.
EIN
39-1591361
Address
3125 N. 126TH ST. · BROOKFIELD, WI · 53005
Phone
(262) 373-5131
Industry
Manufacturingsee 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
2026-02-02
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
CLA CLIFTONLARSONALLENLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $10K | — |
| CETERA INVESTMENT ADVISERS LLC | 36-3258176 | — | SERVICE PROVIDER | $0 | — |
| ALPHA CAPITAL MANAGEMENT GROUP LLC | 47-4360318 | — | SERVICE PROVIDER | $0 | — |
Investments
33 direct securities · 2 pooled funds· $18.8M(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
$9.4M
33 holdings
Pooled Separate Account
$9.1M
1 holding
Common Collective Trust
$335K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP SEPARATE ACCT D 814204 VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $9.1M | 92.8% | |
| Voya Vanguard 500 Index Fund Adm | — | — | — | $1.1M | 10.9% | |
| Voya Vanguard Target Retirement 2035 Fund | — | — | — | $815K | 8.3% | |
| Voya Vanguard Target Retirement 2030 Fund | — | — | — | $660K | 6.8% | |
| Voya Vanguard Target Retirement 2040 Fund | — | — | — | $622K | 6.4% | |
| Voya American Funds Growth Fund R6 | — | — | — | $557K | 5.7% | |
| Voya Vanguard Target Retirement 2025 Fund | — | — | — | $506K | 5.2% | |
| Voya Neuberg Berman Mid Cap Growth R6 | — | — | — | $465K | 4.8% | |
| Voya Vanguard Target Retirement 2050 Fund | — | — | — | $410K | 4.2% | |
| Voya American Funds Fundamental Investor R6 | — | — | — | $366K | 3.7% | |
| VOYA LARGE CAP GROWTH TRUST FUND VOYA INVESTMENT TRUST COMPANY · EIN 06-1440627 / PN 011 | Common Collective Trust | — | — | $335K | 3.4% | |
| Voya American Funds Washington Mutual | — | — | — | $332K | 3.4% | |
| Voya Vanguard Target Retirement 2045 Fund | — | — | — | $330K | 3.4% | |
| Voya American Funds EuroPacific R6 | — | — | — | $329K | 3.4% | |
| Voya Vanguard Target Retirement 2055 Fund | — | — | — | $306K | 3.1% | |
| Voya Victory Sycamore Established Value Fund | — | — | — | $261K | 2.7% | |
| Voya Vanguard Small-Cap Index Fund Adm | — | — | — | $258K | 2.6% | |
| Voya Vanguard Mid-Cap Index Fund Adm | — | — | — | $241K | 2.5% | |
| Voya Fixed Account | — | — | — | $241K | 2.5% | |
| Voya PIMCO Intl Bd Fnd Unhdg Ins | — | — | — | $187K | 1.9% | |
| Voya DFA Emerging Markets Portfolio Ins | — | — | — | $178K | 1.8% | |
| Voya DFA US Targeted VI Port Ins | — | — | — | $172K | 1.8% | |
| Voya Vanguard Balanced Index Fund Adm | — | — | — | $157K | 1.6% | |
| Voya DFA Global Real Estate Ins | — | — | — | $155K | 1.6% | |
| Voya Vanguard Target Retirement 2065 Fund | — | — | — | $138K | 1.4% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | — | — | — | $126K | 1.3% | |
| Voya Intermediate Bond Fund | — | — | — | $104K | 1.1% | |
| Voya Invesco Global Fund | — | — | — | $92K | 0.9% | |
| Voya ClearBridge Small Cap Growth Fund IS | — | — | — | $87K | 0.9% | |
| Voya PIMCO Real Return Fund Ins | — | — | — | $79K | 0.8% | |
| Voya PIMCO Income Fund Ins | — | — | — | $73K | 0.7% | |
| Voya Vanguard Target Retirement 2070 Fund 295 * Voya Vanguard Target Retirement Income Fund | — | — | — | $36K | 0.4% | |
| Voya Vanguard Target Retirement 2060 Fund | — | — | — | $36K | 0.4% | |
| Voya Vanguard Target Retirement 2020 Fund | — | — | — | $35K | 0.4% | |
| Voya Government Money Market | — | — | — | $7K | <0.1% |
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