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Original filing (PDF)20250702141748NAL0007347363001

RAINING ROSE, INC.

Form 5500
FILING_RECEIVED
RAINING ROSE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
267
Accounts w/ balance
332
Plan assets (EOY)
$15.7M
Net assets (EOY)
$15.7M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RAINING ROSE, INC..
Plan sponsor
Name
RAINING ROSE, INC.
EIN
41-2074529
Address
100 30TH STREET DRIVE SE · CEDAR RAPIDS, IA · 524031403
Phone
(319) 362-8101
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
2025-07-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DAHM, KNAPP & ASSOCIATES, PC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
BANKERS TRUST COMPANY42-0127385NONE$34K

Investments

25 direct securities · 1 pooled fund· $15.7M(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
$15.7M
25 holdings
Common Collective Trust
$19K
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Vanguard Equity Income Fund$2.9M18.7%
Fidelity OTC Portfolio Fund$2.0M12.9%
T. Rowe Price Retirement 2030 Fund$1.4M8.6%
Vanguard Total Stock Market Index Fund$1.1M7.3%
T. Rowe Price Retirement 2055 Fund$1.1M6.7%
T. Rowe Price Retirement 2050 Fund$1.0M6.5%
T. Rowe Price Retirement 2045 Fund$730K4.7%
Principal MidCap S&P 400 Index Fund$683K4.4%
Lord Abbett Developing Growth Fund$681K4.3%
T. Rowe Price Retirement 2040 Fund$664K4.2%
Principal MidCap Fund$543K3.5%
Vanguard Mid-Cap Value Index Fund$470K3.0%
Vanguard Small-Cap Value Index Fund$359K2.3%
Columbia Small Cap Index Fund$275K1.8%
American EuroPacific Growth Fund$264K1.7%
T. Rowe Price Retirement 2035 Fund$249K1.6%
Vanguard LifeStrategy Growth Fund$225K1.4%
Vanguard LifeStrategy Moderate Growth Fund$218K1.4%
T. Rowe Price Retirement 2025 Fund$210K1.3%
Voya Intermediate Bond Fund$165K1.0%
T. Rowe Price Retirement 2060 Fund$151K1.0%
T. Rowe Price Retirement 2065 Fund$137K0.9%
Vanguard LifeStrategy Conservative Growth Fund$72K0.5%
T. Rowe Price Retirement Balanced Fund$27K0.2%
GOLDMAN SACHS STABLE VALUE
THE GOLDMAN SACHS TRUST COMPANY VA · EIN 13-4166989 / PN 025
Common Collective Trust
$19K0.1%
T. Rowe Price Retirement 2020 Fund$10K<0.1%

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