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Original filing (PDF)20251007150618NAL0008386576001
RHUMBLINE ADVISERS CORP.
Form 5500
FILING_RECEIVED
RHUMBLINE GLOBAL MINIMUM
Employee benefit plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$178.9M
Net assets (EOY)
$178.9M
Plan health score (directional)
94
/ 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
100
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RHUMBLINE ADVISERS CORP..
Plan sponsor
Name
RHUMBLINE ADVISERS CORP.
DBA
C/O STATE STREET BANK AND TRUST CO.
EIN
87-2399590
Address
2323 GRAND BLVD. 5TH FLOOR · KANSAS CITY, MO · 64108
Phone
(816) 871-4100
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
Audit & trust (Schedule H)
Auditor
BKD, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET BANK & TRUST | 04-1867445 | — | TRUSTEE | $21K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLSA | 45-2394671 | — | NONE | $0 | — |
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.