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Original filing (PDF)20250917101832NAL0000406931001
RD INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
RD INDUSTRIES, INC. SAVINGS PLAN
401(k) retirement plan
Active participants
107
Accounts w/ balance
102
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
How this plan invests
This plan
13 pooled trusts
Schedule D
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (22 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RD INDUSTRIES, INC..
Plan sponsor
Name
RD INDUSTRIES, INC.
EIN
47-0649816
Address
7417 NORTH 101ST STREET · OMAHA, NE · 68122
Phone
(402) 763-2153
Industry
Manufacturingsee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
2E · Profit-sharing
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INS CO | 01-0233346 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS | 95-2755361 | — | INVESTMENT ADVISORY | $250 | — |
Investments
13 pooled funds· $1.3M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JH LIFETIME BLEND 2035 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $301K | 22.0% | |
| JH LIFETIME BLEND 2045 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $250K | 18.3% | |
| JH LIFETIME BLEND 2040 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $160K | 11.8% | |
| JH LIFETIME BLEND 2025 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $144K | 10.6% | |
| JH LIFETIME BLEND 2055 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $92K | 6.8% | |
| JH LIFETIME BLEND 2015 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $86K | 6.3% | |
| JH LIFETIME BLEND 2030 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $81K | 5.9% | |
| JH LIFETIME BLEND 2050 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $78K | 5.7% | |
| JH LIFETIME BLEND 2060 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $69K | 5.1% | |
| JH LIFETIME BLEND 2065 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $36K | 2.6% | |
| JH LIFETIME BLEND 2020 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $25K | 1.8% | |
| JH 2045 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | 0.5% | |
| JH LIFETIME BLEND 2010 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $19 | <0.1% |
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