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Original filing (PDF)20251015102552NAL0002239331001

RECEIVABLE SOLUTIONS, INC.

Form 5500
FILING_RECEIVED
RECEIVABLE SOLUTIONS, INC., 401(K) PLAN
401(k) retirement plan
Active participants
388
Accounts w/ balance
167
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
How this plan invests
This plan
23 pooled trusts
Schedule D
18 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
95
/ 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
65
Knocking points off
  • Only 43% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
  • Below-peer total fees (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RECEIVABLE SOLUTIONS, INC..
Plan sponsor
Name
RECEIVABLE SOLUTIONS, INC.
EIN
57-1113308
Address
1441 MAIN STREET · SUITE 1600 · COLUMBIA, SC · 29201
Phone
(803) 744-3112
Industry
Admin Support & Waste Mgmtsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
JOHN HANCOCK USA01-0233346RECORDKEEPER$1K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
RAYMOND JAMES & ASSOCIATES59-1237041RIA$0

Investments

7 direct securities · 23 pooled funds· $4.2M(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
$3.4M
23 holdings
Uncategorized
$757K
7 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
JH MULTI-INDEX LIFESTYLE GROWTH
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$832K22.4%
VANGUARD TARGET RETIREMENT 2050
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$750K20.2%
VANGUARD TARGET RETIREMENT 2040
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$362K9.7%
VANGUARD TARGET RETIREMENT 2035
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$312K8.4%
VANGUARD TARGET RETIREMENT 2055
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$268K7.2%
John Hancock Life Insurance Company Vanguard Target Retirement 2055 Fund$266K7.2%
VANGUARD TARGET RETIREMENT 2030
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$149K4.0%
John Hancock Life Insurance Company Vanguard Target Retirement 2030 Fund$147K4.0%
VANGUARD TARGET RETIREMENT 2025
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$128K3.4%
JH MULTI-INDEX LIFESTYLE AGGRESSIVE
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$120K3.2%
John Hancock Life John Hancock Multi-Index LS Insurance Company Aggressive Fund$119K3.2%
VANGUARD TARGET RETIREMENT 2045
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$119K3.2%
John Hancock Life Insurance Company Vanguard Target Retirement 2045 Fund$118K3.2%
JH MULTI-INDEX LIFESTYLE MODERATE
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$75K2.0%
JH MULTI-INDEX LIFESTYLE BALANCED
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$66K1.8%
VANGUARD TARGET RETIREMENT 2060
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$63K1.7%
John Hancock Life Insurance Company Vanguard Target Retirement 2060 Fund$62K1.7%
MONEY MARKET FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$59K1.6%
BLUE CHIP GROWTH FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$53K1.4%
VANGUARD TARGET RETIREMENT 2065
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$40K1.1%
John Hancock Life Insurance Company Vanguard Target Retirement 2065 Fund$40K1.1%
VANGUARD SMALL CAP GROWTH INDEX
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$12K0.3%
BLACKROCK GLOBAL ALLOCATION FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$4K0.1%
Blackrock Global Allocation Fund$4K0.1%
VANGUARD TARGET RETIREMENT INCOME
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$2K<0.1%
500 INDEX FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$191<0.1%
JPMORGAN EQUITY INCOME FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$111<0.1%
VANGUARD MID-CAP GROWTH ETF
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$77<0.1%
FIDELITY MID-CAP IF
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$75<0.1%
VANGUARD TARGET RETIREMENT 2020
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0<0.1%

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