Back to filter
Original filing (PDF)20251015135942NAL0004753137001
RHG CONSOLIDATED, LLC
Form 5500
FILING_RECEIVED
RHG CONSOLIDATED, LLC 401(K) PLAN
401(k) retirement plan
Active participants
418
Accounts w/ balance
485
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.2M
How this plan invests
This plan
38 pooled trusts
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RHG CONSOLIDATED, LLC.
Plan sponsor
Name
RHG CONSOLIDATED, LLC
EIN
82-2365346
Address
1251 NW BRIARCLIFF PKWY, SUITE 215 · KANSAS CITY, MO · 61164
Phone
(816) 616-6148
Industry
Health Care & Social Assistancesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
REDW LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $6K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D. JONES & CO., L.P. | 43-0345811 | CAMERON, MO | RIA | $36K | — |
| WILSHIRE ASSOCIATES INC | 95-2755361 | CAMERON, MO | RIA | $2K | — |
Investments
10 direct securities · 38 pooled funds· $11.9M(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
$10.9M
38 holdings
Uncategorized
$1.0M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2035 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.1M | 18.6% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.4M | 12.6% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 10.2% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 10.1% | |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $790K | 7.0% | |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $558K | 5.0% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $544K | 4.8% | |
| INVESCO PREMIER US GOVT MONEY JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $404K | 3.6% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $367K | 3.3% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $341K | 3.0% | |
| Participant notes receivable | — | — | — | $295K | 2.6% | |
| John Hancock 500 Index Fund | — | — | — | $292K | 2.6% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $291K | 2.6% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $290K | 2.6% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $197K | 1.8% | |
| John Hancock American Funds 2020 Target Date Retirement Fund | — | — | — | $195K | 1.7% | |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $193K | 1.7% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $158K | 1.4% | |
| John Hancock Blue Chip Growth Fund | — | — | — | $147K | 1.3% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $146K | 1.3% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $128K | 1.1% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $124K | 1.1% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $119K | 1.1% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $117K | 1.0% | |
| HARTFORD MIDCAP FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $90K | 0.8% | |
| AMERICAN FUNDS 2010 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $37K | 0.3% | |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $30K | 0.3% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | 0.2% | |
| JPMORGAN EMERGING MARKETS EQ JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | 0.2% | |
| PGIM TOTAL RETURN BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $21K | 0.2% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $20K | 0.2% | |
| John Hancock Cohen & Steers Real Estate | — | — | — | $20K | 0.2% | |
| COHEN & STEERS REAL ESTATE JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $20K | 0.2% | |
| John Hancock PGIM Global Total Return Fund | — | — | — | $19K | 0.2% | |
| PGIM GLOBAL TOTAL RETURN FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $19K | 0.2% | |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 0.2% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $15K | 0.1% | |
| John Hancock Dodge & Cox Stock Fund | — | — | — | $13K | 0.1% | |
| DODGE & COX STOCK FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | 0.1% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | 0.1% | |
| John Hancock Vanguard LT Treasury Index | — | — | — | $11K | <0.1% | |
| VANGUARD LT TREASURY INDEX JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | <0.1% | |
| AMERICAN FUNDS 2015 TD JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| John Hancock DFA U.S. Small Cap Fund | — | — | — | $7K | <0.1% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| John Hancock DFA US Targeted Value Fund | — | — | — | $4K | <0.1% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% |