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Original filing (PDF)20260116083058NAL0017365121001
RFC LLC
Form 5500
FILING_RECEIVED
VOESTALPINE ROLL FORMING CORPORATION 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.0 mo
Active participants
992
Accounts w/ balance
1,276
Plan assets (EOY)
$47.9M
Net assets (EOY)
$47.9M
How this plan invests
This plan
1 pooled trust
Schedule D
35 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
92
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.0 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RFC LLC.
Plan sponsor
Name
RFC LLC
EIN
61-0411479
Address
P.O. BOX 369 · SHELBYVILLE, KY · 40066
Phone
(502) 633-4435
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-16
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
DEMING MALONE LIVESAY & OSTR
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $126K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL | 41-0973005 | — | INVESTMENT/FINANCIAL ADVI | $38K | — |
Investments
34 direct securities · 1 pooled fund· $47.8M(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
$45.2M
34 holdings
Common Collective Trust
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMC STRAT ALLOC AGG - R6 | Registered Investment Companies | — | — | $4.0M | 8.4% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $3.9M | 8.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $3.7M | 7.6% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $3.5M | 7.2% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $3.1M | 6.4% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $3.0M | 6.3% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $2.6M | 5.5% | |
| AMC STRAT ALLOC MOD - R6 | Registered Investment Companies | — | — | $2.6M | 5.4% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $2.3M | 4.8% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $1.9M | 3.9% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $1.8M | 3.8% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $1.7M | 3.6% | |
| JPMORGAN INTERNATIONAL EQTY R6 | Registered Investment Companies | — | — | $1.7M | 3.5% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $1.6M | 3.3% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $1.4M | 3.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.1M | 2.4% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $1.1M | 2.3% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.1M | 2.3% | |
| PIONEER BOND FUND - K | Registered Investment Companies | — | — | $829K | 1.7% | |
| FIDELITY ADV SMALL CAP VAL Z | Registered Investment Companies | — | — | $639K | 1.3% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $596K | 1.2% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $591K | 1.2% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $564K | 1.2% | |
| AMC STRAT ALLOC CONS - R6 | Registered Investment Companies | — | — | $555K | 1.2% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $429K | 0.9% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $378K | 0.8% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $349K | 0.7% | |
| FIDELITY EMERGING MARKETS K | Registered Investment Companies | — | — | $183K | 0.4% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $177K | 0.4% | |
| PUTNAM SM CAP GWTHR6 | Registered Investment Companies | — | — | $171K | 0.4% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $102K | 0.2% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $96K | 0.2% | |
| FEDERATED MDT MDCP GR R6 | Registered Investment Companies | — | — | $96K | 0.2% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $52K | 0.1% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $15K | <0.1% |