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Original filing (PDF)20251015142924NAL0006429184001

REPUBLIC FINANCIAL CORPORATION

Form 5500
FILING_RECEIVED
RFC LOGO RETIREMENT INCOME PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
Plan health score (directional)
86
/ 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
80
Vendor stack
75
Participation health
90
Knocking points off
  • 73 bps in Schedule C fees — modestly above peer band of 52 bps.
  • Plan is frozen (1I) — no new benefit accrual.
  • No active participants reported but plan still holds assets.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REPUBLIC FINANCIAL CORPORATION.
Plan sponsor
Name
REPUBLIC FINANCIAL CORPORATION
EIN
43-1901689
Address
8110 E. UNION AVENUE · #700 · DENVER, CO · 80237
Phone
(303) 521-4789
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
MOSS ADAMS, LLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
SEVENBRIDGE47-4901944HARRISBURG, PAINV. ADVISORY$62K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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