· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
RAI AND ROHL TECHNOLOGIES INC — RAI AND ROHL TECHNOLOGIES INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250421072225NAL0002713857001
RAI AND ROHL TECHNOLOGIES INC
Form 5500-SF
FILING_RECEIVED
RAI AND ROHL TECHNOLOGIES INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
3
Accounts w/ balance
2
Plan assets (EOY)
$364K
Net assets (EOY)
$364K
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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
RAI AND ROHL TECHNOLOGIES INC
.
Find decision makers
Plan sponsor
Name
RAI AND ROHL TECHNOLOGIES INC
EIN
45-2443422
Address
26060 ACERO STE 105 · MISSION VIEJO, CA · 926912768
Phone
(949) 422-6240
Industry
Management of Companies / Holdings
see 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
2025-04-21
Pension benefit codes
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Management of Companies / Holdings plans
PUPS PET CLUB, LLC - SERIES MANAGEMENT COMPANY
PUPS PET CLUB, LLC - SERIES MANAGEMENT COMPANY 401(K) PLAN
$363K · 42 participants
A&R HOSPITALITY MANAGEMENT
A & R GROUP 401(K) PLAN
$362K · 357 participants
ELSE NUTRITION USA INC
ELSE NUTRITION USA INC 401K PLAN
$366K · 2 participants
SQUARE DEAL CAPITAL, INC.
SQUARE DEAL CAPITAL, INC. 401(K) PROFIT SHARING PLAN
$366K · 6 participants
MCCAULEY MANAGEMENT, INC.
MCCAULEY MANAGEMENT 401(K) PLAN
80
Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$366K · 3 participants
EASTERN STANDARD HOLDINGS, LLC
EASTERN STANDARD HOLDINGS, LLC 401(K) PLAN
$366K · 7 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B