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Original filing (PDF)20251007132410NAL0002704851001
RWDC INDUSTRIES, LLC
Form 5500
FILING_RECEIVED
RWDC INDUSTRIES 401(K) PLAN
401(k) retirement plan
Active participants
88
Accounts w/ balance
106
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
How this plan invests
This plan
25 pooled trusts
Schedule D
25 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
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RWDC INDUSTRIES, LLC.
Plan sponsor
Name
RWDC INDUSTRIES, LLC
EIN
81-5110574
Address
110 VOYLES ROAD · ATHENS, GA · 30601
Phone
(706) 363-3040
Industry
All Other Professional 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
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
FRAZIER & DEETER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INS CO | 01-0233346 | — | RECORDKEEPER | $2K | — |
Investments
1 direct security · 25 pooled funds· $3.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$3.5M
25 holdings
Uncategorized
$67K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET 2035 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $791K | 22.2% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $347K | 9.7% | |
| VANGUARD TARGET 2065 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $346K | 9.7% | |
| VANGUARD TARGET 2060 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $283K | 7.9% | |
| VANGUARD TARGET 2025 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $256K | 7.2% | |
| VANGUARD TARGET 2040 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $230K | 6.4% | |
| VANGUARD TARGET 2045 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $204K | 5.7% | |
| VANGUARD TARGET 2055 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $200K | 5.6% | |
| VANGUARD TARGET 2050 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $200K | 5.6% | |
| VANGUARD TARGET 2030 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $97K | 2.7% | |
| VANGUARD TARGET 2020 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $82K | 2.3% | |
| JANUS HENDERSON TRITON FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $80K | 2.2% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $74K | 2.1% | |
| Notes receivable from participants Interest rate of 9.00% - 10.50% | — | — | — | $67K | 1.9% | |
| FIDELITY INTERNATIONAL INDEX JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $59K | 1.6% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $44K | 1.2% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $34K | 0.9% | |
| FIDELTY MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $33K | 0.9% | |
| TIAA CREF SMALL CAP BLEND IDX JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $30K | 0.8% | |
| JOHN HANCOCK STABLE 10 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $28K | 0.8% | |
| FIDELITY REAL ESTATE INDEX JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $21K | 0.6% | |
| VANGUARD INTERM-TERM NOND INX JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $21K | 0.6% | |
| NORTHERN EM EQUITY INDEX FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 0.5% | |
| OAKMARK INTERNATIONAL FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | 0.2% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| VANGUARD TARGET RET INCOME JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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