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Original filing (PDF)20251014090819NAL0001152915001
RKD GROUP, LLC
Form 5500
FILING_RECEIVED
RKD GROUP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
480
Accounts w/ balance
628
Plan assets (EOY)
$38.8M
Net assets (EOY)
$38.8M
How this plan invests
This plan
38 pooled trusts
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 44 bps in Schedule C fees — 52% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RKD GROUP, LLC.
Plan sponsor
Name
RKD GROUP, LLC
EIN
47-5152075
Address
2701 N DALLAS PKWY · SUITE 650 · PLANO, TX · 75093
Phone
(800) 222-6070
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ANDERS MINKLER HUBER & HELP LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INS CO | 01-0233346 | — | RECORDKEEPER | $71K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | BROKER | $73K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TYLER ASSOCIATES INC. | 04-2703421 | — | TPA | $27K | — |
| TYLER ASSOCIATES INC | 04-2703421 | — | TPA | — | — |
Investments
4 direct securities · 38 pooled funds· $39.2M(100% 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.
Pooled Separate Account
$38.3M
37 holdings
Uncategorized
$641K
4 holdings
Common Collective Trust
$220K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JHBR 2035 FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5.5M | 14.3% | |
| JHBR 2025 FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.2M | 8.3% | |
| JHBR 2040 FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.8M | 7.4% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.8M | 7.3% | |
| FIDELITY CONTRA FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.6M | 6.6% | |
| JHBR 2030 FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.5M | 6.4% | |
| JHBR 2055 FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.2M | 5.6% | |
| LIFESTYLE GROWTH FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.1M | 5.5% | |
| JHBR 2045 FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.1M | 5.3% | |
| JHBR 2050 FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.8M | 4.7% | |
| LIFESTYLE BALANCED FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.5M | 3.8% | |
| JHBR 2060 FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 3.3% | |
| AF WASHINGTON MUTUAL FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.0M | 2.6% | |
| JHBR 2065 FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $735K | 1.9% | |
| BLACKROCK GLOBAL ALLOCATION FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $548K | 1.4% | |
| VS CORE BOND FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $479K | 1.2% | |
| LORD ABBOTT BOND DEBENTURE FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $470K | 1.2% | |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $450K | 1.2% | |
| SMALL CAP GROWTH & INCOME FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $437K | 1.1% | |
| JPM MID CAP VALUE FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $431K | 1.1% | |
| PARNASSUS EQUITY BOND FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $398K | 1.0% | |
| JHBR 2010 FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $343K | 0.9% | |
| DFA INFLATION PROTECTED FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $313K | 0.8% | |
| STABLE VALUE FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $288K | 0.7% | |
| INTERNATIONAL VALUE FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $277K | 0.7% | |
| American Funds EuroPacific Growth Fund | — | — | — | $260K | 0.7% | |
| EURO PACIFIC FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $260K | 0.7% | |
| SMALL CAP VALUE FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $251K | 0.6% | |
| INTERNATIONAL INDEX FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $220K | 0.6% | |
| LIFESTYLE AGGRESSIVE FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $220K | 0.6% | |
| DEVELOPING MARKETS FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $193K | 0.5% | |
| Loans to Participants * Plan participants Notes receivable from participants (interest rates of 4.25% - 9.50% with various maturities) | — | — | — | $185K | 0.5% | |
| Wellington Opportunistic Fixed Income Fund | — | — | — | $176K | 0.5% | |
| VS GLOBAL BOND FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $176K | 0.5% | |
| DFA TARGETED VALUE FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $171K | 0.4% | |
| PRU JENNISON MID CAP GROWTH FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $147K | 0.4% | |
| SMALL CAP VALUE INCOME FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $119K | 0.3% | |
| VS HI-YIELD FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $115K | 0.3% | |
| LIFESTYLE MODERATE FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $39K | 0.1% | |
| Non-Interest Bearing Cash * John Hancock Non-Interest Bearing Cash | — | — | — | $20K | <0.1% | |
| JHBR 2020 FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8K | <0.1% | |
| LIFESTYLE CONSERVATIVE FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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