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Original filing (PDF)20251015135829NAL0005057089001
ROUSE FRETS WHITE GOSS GENTILE RHODES, P.C.
Form 5500
FILING_RECEIVED
ROUSE, P.C. SAVINGS & PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
52% in single holding
Active participants
87
Accounts w/ balance
137
Plan assets (EOY)
$35.0M
Net assets (EOY)
$35.0M
How this plan invests
This plan
30 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
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Various investment companies Self directed brokerage accounts" is 52% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROUSE FRETS WHITE GOSS GENTILE RHODES, P.C..
Plan sponsor
Name
ROUSE FRETS WHITE GOSS GENTILE RHODES, P.C.
EIN
43-1706479
Address
5250 W. 116TH PLACE, SUITE 400 · LEAWOOD, KS · 66211
Phone
(913) 387-1600
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MARKS NELSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | — | EL PASO, TX | INVESTMENT ADVISORY | $37K | — |
| WELLS FARGO ADVISORS | — | SAINT LOUIS, MO | INVESTMENT ADVISORY | $31K | — |
| FIDELITY INVESTMENTS | — | CINCINNATI, OH | INVESTMENT ADVISORY | $8K | — |
| UBS FINANCIAL SERVICES | 13-2638166 | NEW YORK, NY | INVESTMENT ADVISORY | $2K | — |
Investments
30 direct securities· $34.5M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Various investment companies Self directed brokerage accounts | — | — | — | $17.9M | 51.2% | |
| Capital Group American Funds 2030 Target Date Fund R6 | — | — | — | $3.2M | 9.1% | |
| Capital Group American Funds 2025 Target Date Fund R6 | — | — | — | $2.9M | 8.4% | |
| Vanguard 500 Index Fund - Admiral | — | — | — | $1.9M | 5.5% | |
| Capital Group American Funds 2040 Target Date Fund R6 | — | — | — | $1.8M | 5.1% | |
| Capital Group American Funds 2035 Target Date Fund R6 | — | — | — | $1.0M | 2.9% | |
| Capital Group American Funds 2045 Target Date Fund R6 | — | — | — | $953K | 2.7% | |
| Capital Group American Funds 2020 Target Date Fund R6 | — | — | — | $776K | 2.2% | |
| Capital Group American Funds 2050 Target Date Fund R6 | — | — | — | $605K | 1.7% | |
| Capital Group American Funds 2015 Target Date Fund R6 | — | — | — | $534K | 1.5% | |
| Vanguard Mid Cap Index ADM | — | — | — | $482K | 1.4% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $479K | 1.4% | |
| Capital Group American Funds 2010 Target Date Fund R6 | — | — | — | $345K | 1.0% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $295K | 0.8% | |
| MFS Global Growth R6 | — | — | — | $274K | 0.8% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $209K | 0.6% | |
| maturing through December 2029 | — | — | — | $190K | 0.5% | |
| Capital Group American Funds 2055 Target Date Fund R6 | — | — | — | $164K | 0.5% | |
| Capital Group American Funds 2060 Target Date Fund R6 | — | — | — | $115K | 0.3% | |
| Capital Group American Funds American Balanced R6 | — | — | — | $85K | 0.2% | |
| Artisan High Income Advisor | — | — | — | $62K | 0.2% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Z | — | — | — | $35K | 0.1% | |
| Capital Group American Funds American Mutual R6 | — | — | — | $25K | <0.1% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $21K | <0.1% | |
| Pimco Income Instl | — | — | — | $13K | <0.1% | |
| Capital Group American Funds 2065 Target Date Fund R6 | — | — | — | $7K | <0.1% | |
| DWS Small Cap Core R6 | — | — | — | $6K | <0.1% | |
| Hartford Schroders Hartford Schroders International Stk R5 | — | — | — | $3K | <0.1% | |
| Capital Group American Funds US Govt Money Market R6 | — | — | — | $3K | <0.1% | |
| Hartford Schroders Hartford Schroders Emergin Mkts Eq Y | — | — | — | $3K | <0.1% |