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Original filing (PDF)20251126075337NAL0006783488001
NEW RH, LLC
Form 5500
FILING_RECEIVED
NEW RH, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.3 mo30% in single holding
Active participants
86
Accounts w/ balance
113
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.2M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
99
Concentration risk
85
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.3 months past the 10.5-month grace window.
- Top holding "Vanguard Target Retirement 2025 Registered Investment Company" is 30% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW RH, LLC.
Plan sponsor
Name
NEW RH, LLC
EIN
91-1569057
Address
248 REUBEN MEMORIAL DRIVE · FRIDAY HARBOR, WA · 98250
Phone
(360) 378-7954
Industry
Accommodation & Food 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
2025-11-26
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2D · Offset of another plan
Audit & trust (Schedule H)
Auditor
HAGEN, KURTH, PERMAN & CO., P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
16 direct securities· $4.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Registered Investment Company | — | — | — | $1.3M | 30.1% | |
| Vanguard Target Retirement 2040 Registered Investment Company | — | — | — | $514K | 12.1% | |
| Vanguard Target Retirement 2045 Registered Investment Company | — | — | — | $456K | 10.7% | |
| Vanguard Target Retirement 2035 Registered Investment Company | — | — | — | $407K | 9.6% | |
| Vanguard Target Retirement 2030 Registered Investment Company | — | — | — | $400K | 9.4% | |
| Vanguard Target Retirement 2050 Inv Registered Investment Company | — | — | — | $336K | 7.9% | |
| Vanguard Target Retirement 2060 Registered Investment Company | — | — | — | $268K | 6.3% | |
| Vanguard Growth Index Adm Registered Investment Company | — | — | — | $239K | 5.6% | |
| Vanguard Total Bond Mk Index Adm Registered Investment Company | — | — | — | $112K | 2.6% | |
| Vanguard Target Retirement 2055 Registered Investment Company | — | — | — | $74K | 1.7% | |
| Vanguard Total Stock Mrkt Idx Adm Registered Investment Company | — | — | — | $49K | 1.2% | |
| Vanguard Target Retirement 2020 Registered Investment Company | — | — | — | $37K | 0.9% | |
| Vanguard Total Intl Stk Idx Admiral Registered Investment Company | — | — | — | $31K | 0.7% | |
| Vanguard Total Intl Bd Idx Admiral Registered Investment Company | — | — | — | $26K | 0.6% | |
| Vanguard Target Retirement Income Registered Investment Company | — | — | — | $4K | <0.1% | |
| Vanguard 500 Idx Adm Registered Investment Company | — | — | — | $1K | <0.1% |
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