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Original filing (PDF)20251014160558NAL0003240145001
RELIANT AT HOME MIDCO LLC
Form 5500
FILING_RECEIVED
RELIANT AT HOME MIDCO LLC
401(k) retirement plan
Signals · 3
29% in single holding~84 bps in Sched C feesNo recordkeeper disclosed
Active participants
355
Accounts w/ balance
138
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
4 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
85
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "American Funds 2035 Target Date Retirement Fund" is 29% of plan.
- 84 bps in Schedule C fees — 61% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 39% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RELIANT AT HOME MIDCO LLC.
Plan sponsor
Name
RELIANT AT HOME MIDCO LLC
EIN
90-0140469
Address
3033 W PRESIDENT GEORGE BUSH FRWY · STE 150 · PLANO, TX · 750755075
Phone
(972) 390-7733
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
2025-10-14
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
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $47K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI SECURITIES INC | 06-1493970 | — | OTHER SERVICES | $0 | — |
| KESTRA INVESTMENT SERVICES LLC | 74-2794194 | — | OTHER SERVICES | $0 | — |
Investments
25 direct securities · 4 pooled funds· $5.5M(99% 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.
Uncategorized
$5.4M
25 holdings
Pooled Separate Account
$128K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement Fund | — | — | — | $1.6M | 29.0% | |
| American Funds 2040 Target Date Retirement Fund | — | — | — | $607K | 10.9% | |
| American Funds 2020 Target Date Retirement Fund | — | — | — | $528K | 9.5% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $487K | 8.8% | |
| American Funds 2030 Target Date Retirement Fund | — | — | — | $480K | 8.7% | |
| American Funds 2025 Target Date Retirement Fund | — | — | — | $398K | 7.2% | |
| Vanguard 500 Index Fund | — | — | — | $366K | 6.6% | |
| American Funds 2045 Target Date Retirement Fund | — | — | — | $307K | 5.5% | |
| American Funds 2055 Target Date Retirement Fund | — | — | — | $148K | 2.7% | |
| JP Morgan Large Cap Growth Fund | — | — | — | $122K | 2.2% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $80K | 1.4% | |
| Vanguard Total International Stock Index Fund | — | — | — | $57K | 1.0% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $37K | 0.7% | |
| American Funds 2070 Target Date Retirement Fund ** 99 PGIM HighYield R6 Fund | — | — | — | $36K | 0.6% | |
| Vanguard Small-Cap Index Fund | — | — | — | $35K | 0.6% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $33K | 0.6% | |
| Vanguard Total Bond Market Index Admin Fund | — | — | — | $26K | 0.5% | |
| Principal Guaranteed Option | — | — | — | $23K | 0.4% | |
| American Funds 2065 Target Date Retirement Fund | — | — | — | $22K | 0.4% | |
| PIMCO Real Return Investment Fund | — | — | — | $22K | 0.4% | |
| American Funds 2015 Target Date Retirement Fund | — | — | — | $20K | 0.4% | |
| American Funds 2060 Target Date Retirement Fund | — | — | — | $16K | 0.3% | |
| PIMCO RAE Emerging Markets Fund | — | — | — | $12K | 0.2% | |
| Franklin Small Cap Value Fund | — | — | — | $10K | 0.2% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $9K | 0.2% | |
| American Funds New Perspective Fund | — | — | — | $4K | <0.1% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $2K | <0.1% | |
| MFS International Growth Fund | — | — | — | $2K | <0.1% | |
| Lord Abbett DEV Growth R6 Fund | — | — | — | $1K | <0.1% |
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