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Original filing (PDF)20250924190425NAL0007035617001
RISK ADMINISTRATION SERVICES, INC.
Form 5500
FILING_RECEIVED
RAS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
211
Accounts w/ balance
245
Plan assets (EOY)
$41.1M
Net assets (EOY)
$41.1M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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 RISK ADMINISTRATION SERVICES, INC..
Plan sponsor
Name
RISK ADMINISTRATION SERVICES, INC.
EIN
46-0407236
Address
P.O. BOX 89310 · 300 CHERAPA PLACE, SUITE 401 · SIOUX FALLS, SD · 571099310
Phone
(605) 361-4142
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee 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
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES, INC. | 16-1503696 | — | NONE | $116K | — |
| EIDE BAILLY, LLP | 45-0250958 | SIOUX FALLS, SD | NONE | $14K | — |
| REDHAWK WEALTH ADVISORS, INC. | — | MPLS, MN | NONE | $8K | — |
Investments
29 direct securities · 1 pooled fund· $41.4M(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
$40.2M
29 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| E-Valuator Growth RMS S Mutual Fund | — | — | — | $6.8M | 16.5% | |
| Fidelity 500 Index Inst'l Prem Mutual Fund | — | — | — | $5.9M | 14.3% | |
| American Funds Am Balancd R6 Mutual Fund | — | — | — | $4.3M | 10.4% | |
| Fidelity Lg Cap Grth Index Mutual Fund | — | — | — | $3.3M | 7.9% | |
| E-Valuator Agg Growth RMS S Mutual Fund | — | — | — | $3.2M | 7.8% | |
| E-Valuator Moderate RMS S Mutual Fund | — | — | — | $2.0M | 5.0% | |
| Vanguard Value Index Admiral Mutual Fund | — | — | — | $1.7M | 4.2% | |
| Value Line Mid Cap Focused Ins Mutual Fund | — | — | — | $1.3M | 3.2% | |
| Payden High Income Mutual Fund | — | — | — | $1.3M | 3.1% | |
| MetLife Stable Value COMMON COLLECTIVE FUND | — | — | — | $1.1M | 2.7% | |
| MET MASTER TRUST 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.7% | |
| PIMCO RAE Fund'tl US Sm Mutual Fund | — | — | — | $1.1M | 2.7% | |
| Vanguard Explorer Admiral Mutual Fund | — | — | — | $1.1M | 2.6% | |
| DFA Int'l Large Cap Growth Mutual Fund | — | — | — | $960K | 2.3% | |
| INDIVIDUAL DIRECTED ACCOUNT MUT FDS, COM STOCK, DEP ACCTS | — | — | — | $850K | 2.1% | |
| Victory Sycamore Est Val R6 Mutual Fund | — | — | — | $704K | 1.7% | |
| American Funds Nw Prspctv R6 Mutual Fund | — | — | — | $690K | 1.7% | |
| Allspring Core Plus Bond R6 Mutual Fund | — | — | — | $578K | 1.4% | |
| E-Valuator Cons/Mod RMS S Mutual Fund | — | — | — | $465K | 1.1% | |
| TRP Inst'l Floating Rate Inst Mutual Fund | — | — | — | $459K | 1.1% | |
| GQG Part US Select Qual Eqty Mutual Fund | — | — | — | $423K | 1.0% | |
| Amer Beacon EAM Int'l Sm Cp R5 Mutual Fund | — | — | — | $353K | 0.9% | |
| E-Valuator Conserv RMS S Mutual Fund | — | — | — | $333K | 0.8% | |
| Hartford World Bond R6 Mutual Fund | — | — | — | $317K | 0.8% | |
| American Funds New World R6 Mutual Fund | — | — | — | $271K | 0.7% | |
| SS Hdgd Intl Dev Eqty Index Mutual Fund | — | — | — | $233K | 0.6% | |
| EMPLOYEE LOANS 5.25% - 10.5% | — | — | — | $230K | 0.6% | |
| E-Valuator Very Conserv RMS S Mutual Fund | — | — | — | $164K | 0.4% | |
| MYPLANLOAN TRADITIONAL 7.75% - 10% | — | — | — | $108K | 0.3% | |
| Invesco EQV Int'l Small Co R6 Mutual Fund | — | — | — | $33K | <0.1% |
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