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Original filing (PDF)20250917072525NAL0000224929001

R/W CONNECTION, INC.

Form 5500
FILING_RECEIVED
R/W CONNECTION, INC. EMPLOYEE BENEFIT PLAN
Health & welfare plan
Active participants
55
Accounts w/ balance
Plan assets (EOY)
Net assets (EOY)
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 R/W CONNECTION, INC..
Plan sponsor
Name
R/W CONNECTION, INC.
EIN
82-0538459
Address
936 LINKS AVENUE · LANDISVILLE, PA · 17538
Phone
(717) 537-4260
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-09-17
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

4 rows
Broker
2
NameEINLocationRelationDirect compIndirect comp
ENGLE HAMBRIGHT & DAVIES, INC.LANCASTER, PABROKER$26K
THE BENECON GROUP, LLC23-1315351BROKER$14K
Other
2
NameEINLocationRelationDirect compIndirect comp
CONNECTCARE326-1768616PATIENT ADVOCATE$4K
CAPITAL BLUECROSS23-0455154ADMIN-$14K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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