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Original filing (PDF)20250718090918NAL0000665507001
RODL MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
RODL MANAGEMENT, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
330
Accounts w/ balance
461
Plan assets (EOY)
$69.0M
Net assets (EOY)
$69.0M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RODL MANAGEMENT, INC..
Plan sponsor
Name
RODL MANAGEMENT, INC.
EIN
58-1307629
Address
303 PEACHTREE CENTER AVENUE · SUITE 600 · ATLANTA, GA · 30303
Phone
(404) 586-3455
Industry
CPA Offices· 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
2025-07-18
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $51K | — |
| OSAIC WEALTH INC | — | FORT WORTH, TX | NONE | $25K | — |
| MORNINGSTAR | — | CHICAGO, IL | NONE | $5K | — |
Investments
31 direct securities· $69.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $9.7M | 14.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $6.1M | 8.8% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $5.5M | 7.9% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $5.2M | 7.6% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $4.7M | 6.9% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $4.7M | 6.8% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $2.9M | 4.2% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $2.8M | 4.1% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $2.6M | 3.7% | |
| Principal MidCap Fund Inst Principal 0 | — | — | — | $2.3M | 3.3% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $2.2M | 3.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $2.2M | 3.1% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $2.1M | 3.1% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $1.9M | 2.8% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $1.9M | 2.7% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.7M | 2.5% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $1.5M | 2.2% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $1.5M | 2.1% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $1.3M | 1.9% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $1.3M | 1.9% | |
| (CL) American Century Mid Cap Value Inv American Century 0 | — | — | — | $881K | 1.3% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $830K | 1.2% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $694K | 1.0% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $654K | 0.9% | |
| Macquarie High Income I Macquarie 0 | — | — | — | $603K | 0.9% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $351K | 0.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $337K | 0.5% | |
| PIMCO Commodity Real Ret Strat Instl PIMCO 0 | — | — | — | $229K | 0.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $188K | 0.3% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $37K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $20K | <0.1% |