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Original filing (PDF)20250827052112NAL0018327922001
RHO, INC.
Form 5500
FILING_RECEIVED
RHO, INC. EMPLOYEES SAVINGS TRUST
401(k) retirement plan
Active participants
506
Accounts w/ balance
668
Plan assets (EOY)
$75.3M
Net assets (EOY)
$75.3M
How this plan invests
This plan
16 pooled trusts
Schedule D
25 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RHO, INC..
Plan sponsor
Name
RHO, INC.
EIN
56-1442655
Address
2635 E NC HWY 54 · DURHAM, NC · 27713
Phone
(919) 595-6431
Industry
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
2025-08-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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
BALANCE & STRATEGY ADVISORS, CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $75K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT FIDUCIARY GROUP LLC | 27-4653554 | — | INVESTMENT/FINANCIAL ADVI | $62K | — |
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT/FINANCIAL ADVI | $6K | — |
Investments
11 direct securities · 16 pooled funds· $75.1M(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.
Registered Investment Companies
$38.2M
11 holdings
Common Collective Trust
$36.9M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RET 2040 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 35-6914729 / PN 001 | Common Collective Trust | — | — | $9.3M | 12.4% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $9.2M | 12.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $8.4M | 11.1% | |
| TRP RET 2050 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 30-3306214 / PN 001 | Common Collective Trust | — | — | $7.2M | 9.6% | |
| NEU LARGE CAP VALUE - R6 | Registered Investment Companies | — | — | $4.8M | 6.3% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $3.7M | 4.9% | |
| TRP RET 2030 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $3.3M | 4.3% | |
| TRP RET 2055 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 35-6914728 / PN 001 | Common Collective Trust | — | — | $3.1M | 4.2% | |
| MFS CORPORATE BOND R6 | Registered Investment Companies | — | — | $2.9M | 3.8% | |
| PUTNAM STABLE VALUE FUND 15 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.7M | 3.6% | |
| TRP RET 2045 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $2.7M | 3.6% | |
| TRP RET 2060 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.6M | 3.4% | |
| TRP RET 2035 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 36-7595103 / PN 001 | Common Collective Trust | — | — | $2.3M | 3.0% | |
| COLUMBIA SMALL CAP GROWTH I2 | Registered Investment Companies | — | — | $2.1M | 2.9% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $2.0M | 2.7% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $1.9M | 2.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.2M | 1.6% | |
| PIMCO GNMA GOVTSECUR-INST | Registered Investment Companies | — | — | $1.1M | 1.4% | |
| FID ADV INTL SMALL CAP FUND Z | Registered Investment Companies | — | — | $1.0M | 1.3% | |
| TRP RET 2020 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $960K | 1.3% | |
| TRP RET 2025 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 36-7495447 / PN 001 | Common Collective Trust | — | — | $855K | 1.1% | |
| TRP RET 2065 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $718K | 1.0% | |
| SMALL CAP VAL II R1 WILMINGTON TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $714K | 0.9% | |
| TRP RET 2005 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $429K | 0.6% | |
| TRP RET 2015 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $17K | <0.1% | |
| TRP RET 2010 TRUST H T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $52 | <0.1% | |
| STABLE VALUE FUND - R1 WILMINGTON TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $0 | <0.1% |