Back to filter
Original filing (PDF)20250305142757NAL0014598480001
RCX, INC.
Form 5500-SF
FILING_RECEIVED
RCX, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
62
Accounts w/ balance
88
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RCX, INC..
Plan sponsor
Name
RCX, INC.
EIN
72-1563699
Address
P.O.BOX 1620 · WINDSOR, CA · 95492
Phone
(707) 539-5069
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
2025-03-05
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Engineering Services plans
SUMMIT FOUNDRY SYSTEMS INC.
SUMMIT FOUNDRY SYSTEMS, INC. PROFIT SHARING PLAN
$4.6M · 15 participants
EXQUADRUM, INC.
EXQUADRUM, INC. 401(K) PLAN
$4.6M · 79 participants
LANKFORD FENDLER ASSOCIATES
LANKFORD FENDLER ASSOCIATES 401K RETIREMENT PLAN
$4.6M · 26 participants
BMJ ENGINEERS & SURVEYORS, INC.
BMJ ENGINEERS & SURVEYORS, INC. 401(K) PS PLAN & TRUST
$4.6M · 27 participants
CUMBEY & FAIR INC
CUMBEY & FAIR INC 401(K) PROFIT SHARING PLAN & TRUST
$4.6M · 27 participants
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 825
LOCAL UNION 825 SALARY SAVINGS PLAN & TRUST
$4.6M · 33 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B