How big is Rollinsnelson GRP, LLC's plan?

Rollinsnelson GRP, LLC's plan reported $7.7M in assets and 2,380 participants for 2025.

Original filing (PDF)20260331115240NAL0000012147001

Rollinsnelson GRP, LLC

Name: Rollinsnelson GRP, LLC — Rollinsnelson GRP, LLC, Form 5500 (2025)
Creator: Rollinsnelson GRP, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Rollinsnelson GRP, LLC 401(k) Plan

401(k) retirement plan · Rollinsnelson GRP, LLC's Rollinsnelson GRP, LLC 401(k) Plan held $7.7M in plan assets for 2,380 participants in 2025, with Nationwide as recordkeeper.

Signals · 4

Late filing · 52.5 moLate participant contributionsCorrective distributions issued~79 bps in Sched C fees

Active participants

2,380

Accounts w/ balance

1,312

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

People on this filing

Gerard Hernandez signed Rollinsnelson GRP, LLC's 2025 Form 5500 as plan administrator.

Gerard Hernandez — 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

Rollinsnelson GRP, LLC's EIN is 47-1120527.

EIN 47-1120527

Plan number 001

Plan year 2025

ACK ID 20260331115240NAL0000012147001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Rollinsnelson GRP, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Rollinsnelson GRP, LLC's plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, automatic enrollment.

Decision-maker contacts

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

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How this plan invests

This plan

58 securities

funds · stocks · CUSIPs

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

Plan health score

Below-average — multiple flags

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

Filed 52.5 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 66K (3% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (7th percentile).

Plan sponsor

Name

ROLLINSNELSON GRP, LLC

EIN

all filings

Address

4333 TORRANCE BL. 2ND FLOOR · TORRANCE, CA · 90503

Phone

(424) 221-5009

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2020-01-01

Tax period

2020-12-31

Filed

2026-03-31

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2E · Profit-sharing

2F · ERISA section 404(c)

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

2S · Automatic enrollment

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE LIFE INSURANCE COMPANY	31-4156830	—	TRUST CUSTODIAN	$54K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONAL BENEFIT SERVICES, LLC	20-3886993	—	TPA	$7K	—

Investments

58 direct securities· $7.6M(98% of reported assets)

Mutual Funds

$3.5M

25 holdings

Other securities

$2.2M

22 holdings

Common Collective Trusts

$1.3M

7 holdings

Common Stocks

$649K

3 holdings

Bonds / Notes

$2K

1 holding

					% of plan
Fidelity Management Trust Co. Fidelity 500 Index Fund	Common Collective Trusts	—	—	$808K	10.5%
Nationwide Life Insurance Company Nationwide Fixed Select Contract	Common Stocks	—	—	$627K	8.1%
Harbor Funds Harbor International Growth Fund Institutional Class	Mutual Funds	—	—	$327K	4.2%
Dodge & Cox Dodge & Cox International Stock Fund	Mutual Funds	—	—	$310K	4.0%
Dimensional Fund Advisors DFA U.S. Large Cap Value Portfolio Institutional Class	Mutual Funds	—	—	$305K	4.0%
TIAA-CREF Lifecycle Index 2050 Fund Institutional Class	Mutual Funds	—	—	$295K	3.8%
JP Morgan Asset Management JPMorgan Equity Income Fund Class R5	Other securities	—	—	$288K	3.7%
Fidelity Management Trust Co. Fidelity International Index Fund	Common Collective Trusts	—	—	$280K	3.6%
Dimensional Fund Advisors DFA Emerging Markets Core Equity Portfolio Institutional Class	Mutual Funds	—	—	$269K	3.5%
Nationwide Fund Advisors Nationwide Loomis All Cap Growth Fund Class R6	Other securities	—	—	$264K	3.4%
TIAA-CREF Lifecycle Index 2025 Fund Institutional Class	Mutual Funds	—	—	$257K	3.3%
Columbia Threadneedle Columbia Select Large Cap Growth Fund Institutional 2 Class	Other securities	—	—	$247K	3.2%
PGIM Investments LLC PGIM Total Return Bond Fund Class R6	Other securities	—	—	$246K	3.2%
TIAA-CREF Lifecycle Index 2045 Fund Institutional Class	Mutual Funds	—	—	$208K	2.7%
TIAA-CREF Lifecycle Index 2035 Fund Institutional Class	Mutual Funds	—	—	$195K	2.5%
TIAA-CREF Lifecycle Index 2030 Fund Institutional Class	Mutual Funds	—	—	$191K	2.5%
Dimensional Fund Advisors DFA Global Real Estate Securities Portfolio	Mutual Funds	—	—	$184K	2.4%
Fidelity Management Trust Co. Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$163K	2.1%
Nationwide Fund Advisors Nationwide Investor Destinations Moderately Aggressive Fund Class R6	Other securities	—	—	$159K	2.1%
BlackRock Advisors, LLC BlackRock High Yield Bond Portfolio Class K	Other securities	—	—	$155K	2.0%
TIAA-CREF Lifecycle Index 2040 Fund Institutional Class	Mutual Funds	—	—	$152K	2.0%
BlackRock Advisors, LLC BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares	Other securities	—	—	$148K	1.9%
Diamond Hill Funds Diamond Hill Mid Cap Fund Class I	Other securities	—	—	$144K	1.9%
TIAA-CREF Lifecycle Index 2055 Fund Institutional Class	Mutual Funds	—	—	$141K	1.8%
Federated Hermes Federated Hermes Government Obligations Fund Premier	Other securities	—	—	$138K	1.8%
PIMCO Real Return Fund Institutional Class	Mutual Funds	—	—	$124K	1.6%
AllianceBernstein AB Global Bond Fund Class I	Other securities	—	—	$123K	1.6%
TIAA-CREF Lifecycle Index 2060 Fund Institutional Class	Mutual Funds	—	—	$108K	1.4%
Vanguard Explorer Fund Admiral Shares	Mutual Funds	—	—	$87K	1.1%
Dimensional Fund Advisors DFA U.S. Targeted Value Portfolio Institutional Class	Mutual Funds	—	—	$85K	1.1%
Nationwide Fund Advisors Nationwide Investor Destinations Moderate Fund Class R6	Other securities	—	—	$68K	0.9%
TIAA-CREF Lifecycle Index 2020 Fund Institutional Class	Mutual Funds	—	—	$67K	0.9%
Nationwide Fund Advisors Nationwide Investor Destinations Aggressive Fund Class R6	Other securities	—	—	$60K	0.8%
BlackRock Advisors, LLC BlackRock Total Return Fund Class K Shares	Other securities	—	—	$54K	0.7%
TIAA-CREF Lifecycle Index 2015 Fund Institutional Class	Mutual Funds	—	—	$42K	0.5%
American Funds American Funds New World Fund Class R6	Mutual Funds	—	—	$34K	0.4%
Nationwide Fund Advisors Nationwide Investor Destinations Conservative Fund Class R6	Other securities	—	—	$28K	0.4%
Federated Hermes Federated Hermes Institutional High Yield Bond Fund Institutional Shares	Other securities	—	—	$26K	0.3%
Invesco Discovery Mid Cap Growth Fund Y	Mutual Funds	—	—	$25K	0.3%
T. Rowe Price Retirement Funds, Inc. T. Rowe Price Retirement 2035 Fund	Common Stocks	—	—	$20K	0.3%
JP Morgan Asset Management JPMorgan Large Cap Growth Fund Class R6	Other securities	—	—	$18K	0.2%
American Funds American Funds AMCAP Fund Class R6	Mutual Funds	—	—	$18K	0.2%
Nationwide Fund Advisors Nationwide Geneva Small Cap Growth Fund Institutional Service Class	Other securities	—	—	$14K	0.2%
TIAA-CREF Lifecycle Index 2010 Fund Institutional Class	Mutual Funds	—	—	$11K	0.1%
TIAA-CREF Real Estate Securities Fund Institutional Class	Mutual Funds	—	—	$9K	0.1%
American Funds American Funds EuroPacific Growth Fund Class R6	Mutual Funds	—	—	$8K	<0.1%
Nationwide Fund Advisors Nationwide Investor Destinations Moderately Conservative Fund Class R6	Other securities	—	—	$7K	<0.1%
American Beacon Advisors American Beacon International Equity Fund R5 Class	Other securities	—	—	$7K	<0.1%
Vanguard 500 Index Fund Admiral Shares	Common Collective Trusts	—	—	$7K	<0.1%
American Beacon Advisors American Beacon International Equity Fund Class R6	Other securities	—	—	$5K	<0.1%