Back to filter
Original filing (PDF)20250923175901NAL0007720336001
RS&H, INC.
Form 5500
FILING_RECEIVED
RS&H, INC. 401(K)PLAN
401(k) retirement plan
Signals · 2
10% employer stockNo recordkeeper disclosed
Active participants
1,702
Accounts w/ balance
2,322
Plan assets (EOY)
$296.4M
Net assets (EOY)
$296.4M
How this plan invests
This plan
13 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
88
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 10% of plan in employer / sponsor stock.
- 16 bps in Schedule C fees — 65% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RS&H, INC..
Plan sponsor
Name
RS&H, INC.
EIN
59-2986466
Address
10748 DEERWOOD PARK BOULEVARD SOUTH · JACKSONVILLE, FL · 32256
Phone
(904) 256-2000
Industry
Engineering 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
2025-09-23
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)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $355K | — |
| SMITH, GAMBRELL & RUSSELL, LLP | — | JACKSONVILLE, FL | RETAINED BY EMPLOYER | $61K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | RETAINED BY EMPLOYER | $31K | — |
| FORVIS | — | JACKSONVILLE, FL | RETAINED BY EMPLOYER | $22K | — |
| GALLAGHER FIDUCIARY ADVISORS | — | ROLLING MEADOWS, IL | RETAINED BY EMPLOYER | $20K | — |
Investments
22 direct securities · 13 pooled funds· $296.4M(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.
Uncategorized
$179.0M
21 holdings
Common Collective Trust
$111.0M
13 holdings
Mutual Funds
$6.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral | — | — | — | $32.2M | 10.9% | |
| Company Common Stock * RS&H, Inc. Common stock, $0.01 par value | — | — | $13.7M | $30.2M | 10.2% | |
| JP Morgan Large Growth Fund | — | — | — | $22.9M | 7.7% | |
| T. ROWE PRICE RET. HYBRID 2055 TRUS T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $14.4M | 4.9% | |
| T. ROWE PRICE RET. HYBRID 2045 TRUS T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $12.8M | 4.3% | |
| T. ROWE PRICE RET. HYBRID 2030 TRUS T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $12.7M | 4.3% | |
| JP Morgan Mid Cap Growth Select | — | — | — | $12.3M | 4.2% | |
| T. ROWE PRICE RET. HYBRID 2040 TRUS T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $12.3M | 4.1% | |
| INVESCO STABLE VALUE INVESCO NATIONAL TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $12.1M | 4.1% | |
| T. ROWE PRICE RET. HYBRID 2060 TRUS T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $11.8M | 4.0% | |
| MFS Value Fund | — | — | — | $11.8M | 4.0% | |
| MFS Moderate Allocation Fund | — | — | — | $11.7M | 3.9% | |
| T. ROWE PRICE RET. HYBRID 2035 TRUS T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $11.7M | 3.9% | |
| T. ROWE PRICE RET. HYBRID 2050 TRUS T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $10.8M | 3.6% | |
| MFS Aggressive Growth Allocation Fund | — | — | — | $9.0M | 3.0% | |
| T. Rowe Price T Rowe Price Retirement 2025 | — | — | — | $8.0M | 2.7% | |
| T. ROWE PRICE RET. HYBRID 2025 TRUS T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $8.0M | 2.7% | |
| T. Rowe Price Small Cap Growth Equity Fund | — | — | — | $7.1M | 2.4% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $6.5M | 2.2% | |
| MFS Growth Allocation Fund | — | — | — | $5.7M | 1.9% | |
| Macquarie Small Cap Value Fund | — | — | — | $4.7M | 1.6% | |
| MFS Total Return Bond Fund | — | — | — | $4.2M | 1.4% | |
| MFS Total Return Fund | — | — | — | $2.9M | 1.0% | |
| Vanguard Extended Market Index Fund | — | — | — | $2.8M | 0.9% | |
| Lord Abbett Short Duration Income Fund | — | — | — | $2.7M | 0.9% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $2.6M | 0.9% | |
| maturing through June 2039 | — | — | — | $2.5M | 0.8% | |
| T. ROWE PRICE RET. HYBRID 2020 TRUS T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $2.4M | 0.8% | |
| Investco Small Mid Company Fund | — | — | — | $2.0M | 0.7% | |
| Vanguard Total International Index Fund | — | — | — | $1.8M | 0.6% | |
| MFS Conservative Allocation Fund | — | — | — | $1.6M | 0.5% | |
| T. ROWE PRICE RET. HYBRID 2015 TRUS T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $1.1M | 0.4% | |
| T. ROWE PRICE RET. HYBRID 2005 TRUS T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $880K | 0.3% | |
| Money Market Funds JP Morgan U.S. Government Money Market Fund | — | — | — | $392K | 0.1% | |
| T. ROWE PRICE RET. HYBRID 2010 TRUS T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $98K | <0.1% |
Related plans
Other plans using JOHN HANCOCK
FIRSTENERGY CORP.
FIRSTENERGY CORP. MASTER PENSION PLAN
$6.5B · 12,279 participants
EVERSOURCE ENERGY SERVICE COMPANY
EVERSOURCE PENSION PLAN
$5.8B · 3,150 participants
CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIA
CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIA
$3.3B · 24,741 participants
HIGHMARK HEALTH
HIGHMARK RETIREMENT PLAN
$3.1B · 12,825 participants
VALERO ENERGY CORPORATION
VALERO ENERGY CORPORATION PENSION PLAN
$2.6B · 6,554 participants
FUJITSU NORTH AMERICA, INC.
FUJITSU GROUP DEFINED CONTRIBUTION AND 401(K) PLAN
$1.5B · 1,592 participants
Similar-size Engineering Services plans
BELCAN, LLC
BELCAN RETIREMENT SAVINGS PLAN
$299.9M · 4,017 participants
EXTREME ENGINEERING SOLUTIONS, INC.
EXTREME ENGINEERING SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$290.7M · 369 participants
BUREAU VERITAS HOLDINGS, INC.
BUREAU VERITAS INDUSTRIES & FACILITIES 401(K) PROFIT SHARING PLAN
$289.5M · 4,286 participants
RUMMEL, KLEPPER & KAHL
THE RUMMEL, KLEPPER & KAHL, L.L.P. PRE-TAX SAVINGS PLAN
$303.4M · 2,023 participants
FUGRO (USA) HOLDINGS INC
THE FUGRO 401(K) PLAN
$306.6M · 1,194 participants
SSOE, INC.
SSOE, INC. PROFIT SHARING AND SAVINGS PLAN AND TRUST
$285.8M · 1,325 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants