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Original filing (PDF)20251007100843NAL0004414481001
RITE OF PASSAGE ADOLESCENT TREATMENT CENTERS AND SCHOOL, INC.
Form 5500
FILING_RECEIVED
RITE OF PASSAGE ADOLESCENT TREATMENT CENTERS AND SCHOOLS, INC. RETIREMENT & SAVINGS PLAN
403(b) retirement plan
Signals · 1
29% in single holding
Active participants
368
Accounts w/ balance
131
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
How this plan invests
This plan
55 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "Investments (Continued) * Nationwide Trust Co., FSB Nuveen Lifecycle Index 2025 Fund ** $ 903 * Nationwide Trust Co., FSB Nuveen Lifecycle Index 2030 Fund" is 29% of plan.
- Only 36% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RITE OF PASSAGE ADOLESCENT TREATMENT CENTERS AND SCHOOL, INC..
Plan sponsor
Name
RITE OF PASSAGE ADOLESCENT TREATMENT CENTERS AND SCHOOL, INC.
EIN
68-0038804
Address
2560 BUSINESS PKWY, STE. B · MINDEN, NV · 894238961
Phone
(775) 267-9411
Industry
Health Care & Social Assistancesee 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FARBER HASS HURLEY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE FINANCIAL | 35-1592130 | COLUMBUS, OH | RECORDKEEPER | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN INVESTMENT PLANNING | 23-1702591 | FORT WASHINGTON, PA | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTON JAMES RETIREMENT SERVICES | 86-1009405 | GLENDALE, AZ | TPA | $6K | — |
Investments
55 direct securities· $3.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Investments (Continued) * Nationwide Trust Co., FSB Nuveen Lifecycle Index 2025 Fund ** $ 903 * Nationwide Trust Co., FSB Nuveen Lifecycle Index 2030 Fund | — | — | — | $1.0M | 29.0% | |
| Nationwide Trust Co., FSB Victory Sycamore Established Value I | — | — | — | $206K | 5.9% | |
| Nationwide Trust Co., FSB Vanguard Balanced Index Admiral Shrs | — | — | — | $163K | 4.7% | |
| Nationwide Trust Co., FSB Legg Mason Clearbridge Large Cap Growth I | — | — | — | $152K | 4.3% | |
| Nationwide Trust Co., FSB JPMorgan Equity Income Fund Class R5 | — | — | — | $128K | 3.7% | |
| Nationwide Trust Co., FSB American Funds New World Fund Class R6 | — | — | — | $123K | 3.5% | |
| Nationwide Trust Co., FSB JPMorgan Gr Advtgs R5 | — | — | — | $119K | 3.4% | |
| Nationwide Trust Co., FSB Nuveen Lifecycle Index 2050 Fund | — | — | — | $104K | 3.0% | |
| Nationwide Trust Co., FSB Baid Core Plus Bond Fund Class Institutional | — | — | — | $104K | 3.0% | |
| Nationwide Trust Co., FSB TRP Spectrum Mod Growth Allocation Fund ** 226 * Nationwide Trust Co., FSB Vanguard Total SM Index Fund Adml Shrs | — | — | — | $89K | 2.6% | |
| Nationwide Trust Co., FSB Nuveen Lifecycle Index 2045 Fund | — | — | — | $80K | 2.3% | |
| Investments - * Nationwide Trust Co., FSB BlackRock Mid-Cap Growth Equity Inst ** $ | — | — | — | $80K | 2.3% | |
| Nationwide Trust Co., FSB Fidelity 500 Index Fund | — | — | — | $66K | 1.9% | |
| Nationwide Trust Co., FSB Federated Hermes Govt Obligations Fund | — | — | — | $61K | 1.8% | |
| Nationwide Trust Co., FSB Nationwide Geneva Small Cap Growth Inst | — | — | — | $61K | 1.7% | |
| Nationwide Trust Co., FSB Vanguard 500 Index Fund Admiral Shrs | — | — | — | $60K | 1.7% | |
| Nationwide Trust Co., FSB Nuveen Lifecycle Index 2035 Fund | — | — | — | $54K | 1.6% | |
| Nationwide Trust Co., FSB PIMCO International Bond Fund | — | — | — | $52K | 1.5% | |
| Nationwide Trust Co., FSB Nuveen Lifecycle Index 2055 Fund | — | — | — | $47K | 1.4% | |
| Nationwide Trust Co., FSB Dodge & Cox International Stock Fund | — | — | — | $43K | 1.2% | |
| Nationwide Trust Co., FSB Goldman Sachs GQG Partners Intl Oppr | — | — | — | $43K | 1.2% | |
| Nationwide Trust Co., FSB Fidelity International Index Fund | — | — | — | $41K | 1.2% | |
| Nationwide Trust Co., FSB Nationwide Loomis All Cap Gr Fund Cl R6 | — | — | — | $39K | 1.1% | |
| Nationwide Trust Co., FSB Avantis U.S. Large Cap Value Fund | — | — | — | $37K | 1.1% | |
| Nationwide Trust Co., FSB C&S Real Estate Securities Fund Instl | — | — | — | $36K | 1.0% | |
| Nationwide Trust Co., FSB Avantis Emerging Markets Equity Fund | — | — | — | $34K | 1.0% | |
| Nationwide Trust Co., FSB JP Morgan Large Cap Growth Fund Class R6 | — | — | — | $34K | 1.0% | |
| Participant Loans 4.25% -9.50% -0- | — | — | — | $33K | 1.0% | |
| Nationwide Trust Co., FSB PGIM Total Return Bond Fund R6 | — | — | — | $31K | 0.9% | |
| Nationwide Trust Co., FSB Fidelity U.S. Bond Index Fund | — | — | — | $31K | 0.9% | |
| Nationwide Trust Co., FSB Vanguard Total BM Index Admiral Shrs | — | — | — | $29K | 0.8% | |
| Nationwide Trust Co., FSB Artisan Int Value Fund Institutional | — | — | — | $27K | 0.8% | |
| Nationwide Trust Co., FSB MFS Mid Cap R6 | — | — | — | $21K | 0.6% | |
| Nationwide Trust Co., FSB Diamond Hill Mid Cap Fund Class I | — | — | — | $21K | 0.6% | |
| Nationwide Trust Co., FSB PIMCO Real Return Fund Institutional Class | — | — | — | $20K | 0.6% | |
| Nationwide Trust Co., FSB Principal Global Real Estate Securities Fund | — | — | — | $18K | 0.5% | |
| NW Life Insurance Co. Legal & General Commodity Strategy Fund | — | — | — | $17K | 0.5% | |
| Nationwide Trust Co., FSB Nuveen Lifecycle Index 2040 Fund | — | — | — | $16K | 0.4% | |
| Nationwide Trust Co., FSB Nuveen Lifecycle Index 2060 Fund | — | — | — | $16K | 0.4% | |
| Nationwide Trust Co., FSB BlackRock High Yield Bond Portfolio K | — | — | — | $15K | 0.4% | |
| Nationwide Trust Co., FSB Vanguard Total Intl Stock Index Adml | — | — | — | $14K | 0.4% | |
| Nationwide Trust Co., FSB Vanguard Mid Cap Index Fund Admiral | — | — | — | $12K | 0.3% | |
| Nationwide Trust Co., FSB Nuveen Small Cap Value Fund | — | — | — | $11K | 0.3% | |
| Nationwide Trust Co., FSB Vanguard Explorer Fund Admiral Shrs | — | — | — | $11K | 0.3% | |
| Nationwide Trust Co., FSB Avantis U.S. Small Cap Value Fund | — | — | — | $11K | 0.3% | |
| Nationwide Trust Co., FSB Federated Hermes Instl HY Bond Fund | — | — | — | $8K | 0.2% | |
| Nationwide Trust Co., FSB BlackRock Total Return Fund K | — | — | — | $7K | 0.2% | |
| Nationwide Trust Co., FSB Vanguard Int Growth Fund Admiral Shrs | — | — | — | $7K | 0.2% | |
| Nationwide Trust Co., FSB AB Global Bond Fund Class Z | — | — | — | $6K | 0.2% | |
| Nationwide Trust Co., FSB Vanguard Short Term Fed Fund Admiral ** 889 * Nationwide Trust Co., FSB Vanguard Wellesley Inc Fund Admiral Shrs ** 211 * Nationwide Trust Co., FSB Vanguard Total Intl Bond Ind Fund Admiral | — | — | — | $6K | 0.2% | |
| Nationwide Trust Co., FSB Lord Abbett Short Duration Inc Fund Cl R5 | — | — | — | $6K | 0.2% | |
| Nationwide Trust Co., FSB Vanguard Small Cap Index Fund Admiral | — | — | — | $4K | 0.1% | |
| NW Life Insurance Co. BOA Fixed Account | — | — | — | $4K | 0.1% | |
| Nationwide Trust Co., FSB Columbia Convertible Securities Inst 2 | — | — | — | $3K | <0.1% | |
| Nationwide Trust Co., FSB Vanguard GNMA Fund Admiral Shrs ** 819 * Nationwide Trust Co., FSB Vanguard Infl Pro Securities Fund Admiral | — | — | — | $3K | <0.1% |