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Original filing (PDF)20250617174557NAL0001038259001
RIX INDUSTRIES
Form 5500
FILING_RECEIVED
RIX INDUSTRIES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
189
Accounts w/ balance
263
Plan assets (EOY)
$31.4M
Net assets (EOY)
$31.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIX INDUSTRIES.
Plan sponsor
Name
RIX INDUSTRIES
EIN
94-1635911
Address
4900 INDUSTRIAL WAY · BENICIA, CA · 94510
Phone
(707) 747-5900
Industry
Manufacturingsee 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
2025-06-17
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER ASSET MANAGEMENT, LLC | 94-3029777 | — | NONE | $92K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $8K | — |
Investments
32 direct securities · 2 pooled funds· $44.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$30.8M
32 holdings
Common Collective Trust
$13.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FISHER ALL WORLD EQ COLL FUND CLASS FISHER INVESTMENTS · EIN 47-1327741 / PN 004 | Common Collective Trust | — | — | $10.7M | 34.2% | |
| SS Fisher All World Eq Coll Fund Class 3 Fisher 0 | — | — | — | $7.6M | 24.3% | |
| SS Vanguard Total World Stock Index Adm Vanguard 0 | — | — | — | $7.6M | 24.3% | |
| Fisher All World Eq Coll Fund Class 3 Fisher 0 | — | — | — | $3.1M | 9.8% | |
| FISHER U.S. FXD INC COLL FUND CLASS FISHER INVESTMENTS · EIN 47-1333674 / PN 005 | Common Collective Trust | — | — | $2.5M | 8.0% | |
| SS Fisher U.S. Fxd Inc Coll Fund Class 3 Fisher 0 | — | — | — | $2.5M | 7.8% | |
| SS Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $2.3M | 7.4% | |
| Schwab Self-Direct Invest Fund V Schwab 0 | — | — | — | $2.1M | 6.6% | |
| SS Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $2.1M | 6.6% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $758K | 2.4% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $519K | 1.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $335K | 1.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $264K | 0.8% | |
| SS Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $233K | 0.7% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $213K | 0.7% | |
| BlackRock LifePath Index 2055 K BlackRock 0 | — | — | — | $207K | 0.7% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | — | — | — | $160K | 0.5% | |
| JPMorgan Emerging Markets Equity R6 JP Morgan 0 | — | — | — | $136K | 0.4% | |
| Vanguard Total World Stock Index Adm Vanguard 0 | — | — | — | $119K | 0.4% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $111K | 0.4% | |
| BlackRock LifePath Index 2065 K BlackRock 0 135 BlackRock LifePath Index 2060 K BlackRock 0 | — | — | — | $83K | 0.3% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $77K | 0.2% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $67K | 0.2% | |
| Baird Core Plus Bond Inst Baird 0 | — | — | — | $64K | 0.2% | |
| Fisher U.S. Fxd Inc Coll Fund Class 3 Fisher 0 | — | — | — | $55K | 0.2% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $40K | 0.1% | |
| Principal Global Real Estate Secs R6 Principal 0 105 PGIM Glob Total Return USD Hedged R6 PGIM 0 | — | — | — | $32K | 0.1% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $9K | <0.1% | |
| BlackRock LifePath Index 2040 K BlackRock 0 | — | — | — | $9K | <0.1% | |
| BlackRock LifePath Index 2030 K BlackRock 0 | — | — | — | $6K | <0.1% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $5K | <0.1% | |
| Vanguard Wellesley Income Adm Vanguard 0 | — | — | — | $3K | <0.1% | |
| JPMorgan Mid Cap Value R6 JP Morgan 0 | — | — | — | $2K | <0.1% | |
| PGIM High Yield R6 PGIM 0 | — | — | — | $2K | <0.1% |
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