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Original filing (PDF)20251015110220NAL0009227170001
RUSHLIGHT ASSETS, INC.
Form 5500
FILING_RECEIVED
RUSHLIGHT ASSETS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
137
Accounts w/ balance
128
Plan assets (EOY)
$18.2M
Net assets (EOY)
$18.2M
How this plan invests
This plan
34 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 (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RUSHLIGHT ASSETS, INC..
Plan sponsor
Name
RUSHLIGHT ASSETS, INC.
EIN
85-2335825
Address
8821 WASHINGTON CHURCH RD · MIAMIMSBURG, OH · 45342
Phone
(937) 320-1877
Industry
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
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2U · Association Retirement Plan
Audit & trust (Schedule H)
Auditor
CLARK SCHAEFER HACKETT & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $7K | — |
Investments
34 direct securities· $18.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $2.1M | 11.3% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $2.0M | 10.8% | |
| T. Rowe Price Retirement 2050 Fund Mutual Fund | — | — | — | $1.2M | 6.7% | |
| T. Rowe Price Retirement 2030 Fund Mutual Fund | — | — | — | $1.2M | 6.6% | |
| MainStay Winslow Large Cap Growth Fund Mutual Fund | — | — | — | $891K | 4.9% | |
| T. Rowe Price Retirement 2045 Fund Mutual Fund | — | — | — | $882K | 4.9% | |
| T. Rowe Price Retirement 2040 Fund Mutual Fund | — | — | — | $861K | 4.7% | |
| Fidelity Contrafund Fund Mutual Fund | — | — | — | $740K | 4.1% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $711K | 3.9% | |
| Fidelity Government Money Market Fund Mutual Fund | — | — | — | $706K | 3.9% | |
| Columbia Dividend Income Fund Mutual Fund | — | — | — | $699K | 3.8% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $592K | 3.3% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $586K | 3.2% | |
| T. Rowe Price Retirement 2055 Fund Mutual Fund | — | — | — | $586K | 3.2% | |
| T. Rowe Price Retirement 2060 Fund Mutual Fund | — | — | — | $467K | 2.6% | |
| Loomis Sayles Small Cap Growth Fund Mutual Fund | — | — | — | $449K | 2.5% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $391K | 2.2% | |
| Columbia Select Mid Cap Growth Fund Mutual Fund | — | — | — | $350K | 1.9% | |
| Fidelity Global ex U.S. Index Fund Mutual Fund | — | — | — | $338K | 1.9% | |
| T. Rowe Price Retirement 2025 Fund Mutual Fund | — | — | — | $309K | 1.7% | |
| T. Rowe Price Retirement 2035 Fund Mutual Fund | — | — | — | $296K | 1.6% | |
| TCW MetWest Total Return Bond Mutual Fund | — | — | — | $295K | 1.6% | |
| Cohen & Steers Realty Shares Fund Mutual Fund | — | — | — | $275K | 1.5% | |
| Janus Henderson High-Yield Fund Mutual Fund | — | — | — | $258K | 1.4% | |
| John Hancock Balanced Fund Mutual Fund | — | — | — | $244K | 1.3% | |
| Fidelity Small Cap Value Fund Mutual Fund | — | — | — | $243K | 1.3% | |
| Fidelity Low-Priced Stock Fund Mutual Fund | — | — | — | $218K | 1.2% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $203K | 1.1% | |
| Notes receivable from participants Various plan participants $ - | — | — | — | $65K | 0.4% | |
| PIMCO Real Return Fund Mutual Fund | — | — | — | $44K | 0.2% | |
| T. Rowe Price Retirement 2020 Fund Mutual Fund | — | — | — | $13K | <0.1% | |
| Fidelity Government Income Fund Mutual Fund | — | — | — | $12K | <0.1% | |
| T. Rowe Price Retirement 2010 Fund Mutual Fund | — | — | — | $5K | <0.1% | |
| T. Rowe Price Retirement 2005 Fund Mutual Fund | — | — | — | $5K | <0.1% |
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