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Original filing (PDF)20250923162927NAL0009490514001
RS AMERICAS, INC.
Form 5500
FILING_RECEIVED
RS AMERICAS, INC. 401(K)
401(k) retirement plan
Active participants
911
Accounts w/ balance
1,076
Plan assets (EOY)
$110.4M
Net assets (EOY)
$110.4M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RS AMERICAS, INC..
Plan sponsor
Name
RS AMERICAS, INC.
EIN
75-2110357
Address
7151 JACK NEWELL BLVD. S. · FORT WORTH, TX · 76118
Phone
(817) 595-3500
Industry
Retail Tradesee 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
3H · Sponsor in controlled / affiliated group
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$8K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $56K | — |
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | INVESTMENT ADVISOR | $36K | — |
Investments
33 direct securities · 1 pooled fund· $115.9M(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
$110.4M
33 holdings
Common Collective Trust
$5.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth | — | — | — | $13.0M | 11.8% | |
| Fidelity Contrafund | — | — | — | $10.6M | 9.6% | |
| Fidelity Freedom 2030 Class K | — | — | — | $8.7M | 7.9% | |
| Fidelity 500 Index | — | — | — | $8.6M | 7.8% | |
| Fidelity Freedom 2040 Class K | — | — | — | $7.5M | 6.8% | |
| Fidelity Freedom 2035 Class K | — | — | — | $6.5M | 5.9% | |
| Fidelity Managed Income Portfolio | — | — | — | $5.5M | 5.0% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $5.5M | 5.0% | |
| Fidelity Freedom 2050 Class K | — | — | — | $5.2M | 4.7% | |
| Fidelity Freedom 2045 Class K | — | — | — | $4.6M | 4.2% | |
| Fidelity Total Bond | — | — | — | $3.9M | 3.6% | |
| Fidelity Low-Priced Stock | — | — | — | $3.8M | 3.5% | |
| Fidelity Freedom 2025 Class K | — | — | — | $3.8M | 3.4% | |
| Eagle Mid Cap Growth R6 | — | — | — | $3.7M | 3.4% | |
| Fidelity Freedom 2055 Class K | — | — | — | $3.1M | 2.8% | |
| Neuberger Berman Large Cap Fund R6 | — | — | — | $3.0M | 2.7% | |
| Goldman Sachs GQG International Opportunities R6 | — | — | — | $2.4M | 2.2% | |
| with various due dates through 2034 -0- | — | — | — | $2.2M | 2.0% | |
| Fidelity Global XUS Index | — | — | — | $2.1M | 1.9% | |
| Fidelity US Bond Index | — | — | — | $1.7M | 1.6% | |
| Fidelity Extended Market Index | — | — | — | $1.6M | 1.5% | |
| Fidelity Freedom 2060 Class K | — | — | — | $1.6M | 1.4% | |
| American Funds New World Fund Class R6 | — | — | — | $1.3M | 1.2% | |
| Vanguard Small Cap Index Admiral | — | — | — | $1.3M | 1.1% | |
| Fidelity Freedom 2020 Class K | — | — | — | $1.1M | 1.0% | |
| Conestoga Small Cap | — | — | — | $883K | 0.8% | |
| Fidelity Freedom Income | — | — | — | $689K | 0.6% | |
| Fidelity Freedom 2065 Class K | — | — | — | $543K | 0.5% | |
| Fidelity Freedom 2010 Class K | — | — | — | $408K | 0.4% | |
| Allspring Government Sec Adm | — | — | — | $363K | 0.3% | |
| Fidelity Blackrock High Yield K | — | — | — | $255K | 0.2% | |
| American Beacon Small Cap Value Inst | — | — | — | $248K | 0.2% | |
| Fidelity Freedom 2015 Class K | — | — | — | $17K | <0.1% | |
| Fidelity Government Money Market Fund | — | — | — | $7K | <0.1% |
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