How big is RTS Holdings, LLC's plan?

RTS Holdings, LLC's plan reported $18.5M in assets and 980 participants for 2024.

Original filing (PDF)20251008145426NAL0006025345001

RTS Holdings, LLC

Name: RTS Holdings, LLC — RTS Holdings, LLC 401(k), Form 5500 (2024)
Creator: RTS Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

RTS Holdings, LLC 401(k) Retirement Plan

401(k) retirement plan · RTS Holdings, LLC's RTS Holdings, LLC 401(k) Retirement Plan held $18.5M in plan assets for 980 participants in 2024, with Ascensus as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

980

Accounts w/ balance

1,418

Plan assets (EOY)

$18.5M

Net assets (EOY)

$18.5M

People on this filing

Sheila Culhane signed RTS Holdings, LLC's 2024 Form 5500 as plan administrator.

Sheila Culhane — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

RTS Holdings, LLC's EIN is 46-1578437.

EIN 46-1578437

Plan number 001

Plan year 2024

ACK ID 20251008145426NAL0006025345001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for RTS Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

RTS Holdings, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RTS HOLDINGS, LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

59 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (11th percentile).

Plan sponsor

Name

RTS HOLDINGS, LLC

EIN

all filings

Address

1 KELLAWAY DRIVE · RANDOLPH, MA · 02368

Phone

(781) 767-6131

Industry

Transportation & Warehousing

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

2025-10-08

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$125K	—

Investments

59 direct securities · 1 pooled fund· $20.3M(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.

Mutual Funds

$7.8M

36 holdings

Other securities

$7.6M

19 holdings

Common Collective Trusts

$2.7M

3 holdings

Common Collective Trust

$1.9M

1 holding

Participant loans

$298K

1 holding

					% of plan
GM Putnam Mortgage Securities A Putnam 0	Mutual Funds	—	—	$1.9M	10.3%
GALLIARD STABLE RETURN FUND L GALLIARD CAPITAL MNGT · EIN 80-6183992 / PN 001	Common Collective Trust	—	—	$1.9M	10.2%
Galliard Stable Return Fund L Galliard 0	Other securities	—	—	$1.8M	9.7%
GM iShares S&P 500 Index Instl iShares 0	Common Collective Trusts	—	—	$1.4M	7.5%
GM iShares MSCI EAFE Intl Index Inv A iShares 0	Other securities	—	—	$1.3M	7.2%
iShares S&P 500 Index Instl iShares 0	Common Collective Trusts	—	—	$1.3M	7.2%
MFS Massachusetts Investors Gr Stk A MFS 0	Mutual Funds	—	—	$1.1M	6.2%
GM MFS Massachusetts Investors Gr Stk A MFS 0	Mutual Funds	—	—	$1.0M	5.5%
GM Voya Intermediate Bond A Voya 0	Other securities	—	—	$837K	4.5%
GM BlackRock Advntg Large Cap Value Inst BlackRock 0	Other securities	—	—	$650K	3.5%
GM BlackRock Inflation Protected Bd Inst BlackRock 0	Other securities	—	—	$453K	2.5%
GM BlackRock Mid-Cap Growth Equity Instl BlackRock 0	Other securities	—	—	$426K	2.3%
GM Invesco Developing Markets A Invesco 0	Mutual Funds	—	—	$416K	2.3%
GM PIMCO Commodity Real Ret Strat A PIMCO 0	Mutual Funds	—	—	$403K	2.2%
Vanguard Equity Income Adm Vanguard 0	Mutual Funds	—	—	$383K	2.1%
GM Victory Integrity Small-Cap Value A Victory 0	Other securities	—	—	$330K	1.8%
Columbia Small Cap Index A Columbia 0	Other securities	—	—	$329K	1.8%
GM Invesco Global Real Estate Income A Invesco 0	Mutual Funds	—	—	$314K	1.7%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$298K	1.6%
GM BlackRock High Yield Portfolio K BlackRock 0	Other securities	—	—	$284K	1.5%
American Funds Trgt Date Ret 2035 R5 American Funds 0	Mutual Funds	—	—	$263K	1.4%
Columbia Mid Cap Index A Columbia 0	Other securities	—	—	$253K	1.4%
BlackRock Advntg Large Cap Value Instl BlackRock 0	Other securities	—	—	$242K	1.3%
Janus Henderson Triton A Janus Henderson 0	Mutual Funds	—	—	$228K	1.2%
GM Janus Henderson Triton A Janus Henderson 0	Mutual Funds	—	—	$219K	1.2%
Vanguard Large Cap Index Adm Vanguard 0	Mutual Funds	—	—	$200K	1.1%
Vanguard Growth and Income Adm Vanguard 0	Mutual Funds	—	—	$195K	1.1%
American Funds Trgt Date Ret 2045 R5 American Funds 0	Mutual Funds	—	—	$183K	1.0%
iShares MSCI EAFE Intl Index Inv A iShares 0	Other securities	—	—	$163K	0.9%
American Funds Trgt Date Ret 2055 R5 American Funds 0	Mutual Funds	—	—	$157K	0.9%
BlackRock Mid-Cap Growth Equity Instl BlackRock 0	Other securities	—	—	$107K	0.6%
GM Galliard Stable Return Fund L Galliard 0	Other securities	—	—	$107K	0.6%
Voya Intermediate Bond A Voya 0	Other securities	—	—	$103K	0.6%
Invesco Growth and Income A Invesco 0	Mutual Funds	—	—	$103K	0.6%
American Funds Trgt Date Ret 2050 R5 American Funds 0	Mutual Funds	—	—	$96K	0.5%
Vanguard Mid Cap Index Adm Vanguard 0	Mutual Funds	—	—	$95K	0.5%
BlackRock High Yield Portfolio K BlackRock 0	Other securities	—	—	$76K	0.4%
American Funds Trgt Date Ret 2030 R5 American Funds 0	Mutual Funds	—	—	$67K	0.4%
Victory Integrity Small-Cap Value A Victory 0	Other securities	—	—	$56K	0.3%
Putnam Mortgage Securities A Putnam 0	Mutual Funds	—	—	$44K	0.2%
American Funds Trgt Date Ret 2040 R5 American Funds 0	Mutual Funds	—	—	$41K	0.2%
Invesco Global Real Estate Income A Invesco 0	Mutual Funds	—	—	$41K	0.2%
Vanguard Mid-Cap Value Index Adm Vanguard 0	Mutual Funds	—	—	$38K	0.2%
BlackRock Inflation Protected Bond Instl BlackRock 0	Other securities	—	—	$36K	0.2%
Macquarie intl Core Equity Y Macquarie 0	Other securities	—	—	$35K	0.2%
Invesco Developing Markets A Invesco 0	Mutual Funds	—	—	$32K	0.2%
Vanguard Strategic Equity Inv Vanguard 0	Mutual Funds	—	—	$32K	0.2%
Vanguard Small-Cap Index Adm Vanguard 0	Mutual Funds	—	—	$31K	0.2%
Vanguard Real Estate Index Adm Vanguard 0	Mutual Funds	—	—	$25K	0.1%
American Funds Trgt Date Ret 2010 R5 American Funds 0	Mutual Funds	—	—	$21K	0.1%