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Original filing (PDF)20260217111116NAL0007253731001
RENDEVOR -CORPORATE SERVICES LLC
Form 5500
FILING_RECEIVED
RENDEVOR RETIREMENT PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.0 mo
Active participants
293
Accounts w/ balance
214
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
How this plan invests
This plan
3 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
88
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.0 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (27 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RENDEVOR -CORPORATE SERVICES LLC.
Plan sponsor
Name
RENDEVOR -CORPORATE SERVICES LLC
EIN
83-2485428
Address
1717 W 6TH ST · STE 350 · AUSTIN, TX · 78703
Phone
(512) 599-8022
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
2026-02-17
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $24K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
28 direct securities · 3 pooled funds· $8.6M(97% 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.
Registered Investment Companies
$7.0M
28 holdings
Common Collective Trust
$1.6M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $974K | 11.0% | |
| LARGE CAP GROWTH FUND IV R1 WILMINGTON TRUST COMPANY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $774K | 8.8% | |
| PIONEER BOND FUND TR R1 WILMINGTON TRUST CO · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $586K | 6.6% | |
| FID INTL CAP APPRECIATION K6 | Registered Investment Companies | — | — | $551K | 6.2% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $529K | 6.0% | |
| FID 500 IND | Registered Investment Companies | — | — | $497K | 5.6% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $439K | 5.0% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $418K | 4.7% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $373K | 4.2% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $333K | 3.8% | |
| JPMORGAN LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $315K | 3.6% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $315K | 3.6% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $291K | 3.3% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $278K | 3.1% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $214K | 2.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $203K | 2.3% | |
| FID TOTAL MARKET INDEX | Registered Investment Companies | — | — | $200K | 2.3% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $198K | 2.2% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $182K | 2.1% | |
| FRANKLIN SMALL CAP VALUE - ADV | Registered Investment Companies | — | — | $174K | 2.0% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $161K | 1.8% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $112K | 1.3% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $103K | 1.2% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $102K | 1.2% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $93K | 1.0% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $72K | 0.8% | |
| AMERICAN FUNDS US GOV SEC R6 | Registered Investment Companies | — | — | $60K | 0.7% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $34K | 0.4% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $19K | 0.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $2K | <0.1% |
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