Original filing (PDF)20240529162714NAL0012533841001

R&D CONSULTING GROUP, INC. DBA R&D PARTNERS

Name: R&D CONSULTING GROUP, INC. DBA R&D PARTNERS — R&D PARTNERS 401(K) PLAN, Form 5500 (2023)
Creator: R&D CONSULTING GROUP, INC. DBA R&D PARTNERS

Form 5500

FILING_RECEIVED

R&D PARTNERS 401(K) PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R&D CONSULTING GROUP, INC. DBA R&D PARTNERS.

Plan sponsor

Name

R&D CONSULTING GROUP, INC. DBA R&D PARTNERS

EIN

45-4308413

Address

8910 UNIVERSITY CENTER LN · STE 400 · SAN DIEGO, CA · 92122

Phone

(415) 543-8600

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-10-31

Filed

2024-05-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

FRANK, RIMERMAN AND CO. LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRIMARK BENEFITS	94-2320862	SAN MATEO, CA	RECORDKEEPER	$58K	—

Investments

1 pooled fund· $0

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.