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Original filing (PDF)20251015091516NAL0002069587001
RH2 ENGINEERING INC.
Form 5500
FILING_RECEIVED
RH2 ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
37% in single holdingNo recordkeeper disclosed
Active participants
124
Accounts w/ balance
151
Plan assets (EOY)
$17.6M
Net assets (EOY)
$17.6M
How this plan invests
This plan
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
81
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Charles Schwab Cash 27 * Charles Schwab Schwab Treasury Oblig Money FD Ultra" is 37% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RH2 ENGINEERING INC..
Plan sponsor
Name
RH2 ENGINEERING INC.
EIN
91-1108443
Address
22722 29TH DRIVE SE · SUITE 210 · BOTHELL, WA · 98021
Phone
(425) 951-5400
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
ALEGRIA & COMPANY, PS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUTINA FINANCIAL LLC | 47-0995939 | — | INVESTMENT ADVISORY | $19K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 94-1737782 | — | OTHER SERVICES | $2K | — |
Investments
4 direct securities· $5.0M(29% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab Cash 27 * Charles Schwab Treasury Oblig Money FD Ultra | — | — | $1.9M | $1.9M | 10.7% | |
| Standard Insurance Company Stable Asset Fund II | — | — | $1.2M | $1.3M | 7.2% | |
| Charles Schwab Lord Abbett Short Duration Income Fund Class I | — | — | $951K | $949K | 5.4% | |
| Charles Schwab Vanguard Short Term Tresury Index Admiral | — | — | $945K | $940K | 5.4% |
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