Original filing (PDF)20231016185310NAL0052241472001

RHODES SECURITIES, INC.

Name: RHODES SECURITIES, INC. — RHODES SECURITIES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: RHODES SECURITIES, INC.

Form 5500-SF

FILING_RECEIVED

RHODES SECURITIES, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RHODES SECURITIES, INC..

Plan sponsor

Name

RHODES SECURITIES, INC.

EIN

75-2156987

Address

306 W. 7TH STREET, STE. 1000 · FORT WORTH, TX · 76102

Phone

(817) 334-0455

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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