Back to filter
Original filing (PDF)20250528171150NAL0006779665001
RANCHO RESEARCH INSTITUTE
Form 5500
FILING_RECEIVED
RANCHO RESEARCH INSTITUTE 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
136
Accounts w/ balance
181
Plan assets (EOY)
$16.1M
Net assets (EOY)
$16.1M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RANCHO RESEARCH INSTITUTE.
Plan sponsor
Name
RANCHO RESEARCH INSTITUTE
EIN
95-1911180
Address
P. O. BOX 3500 · DOWNEY, CA · 90242
Phone
(562) 385-8111
Industry
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
2025-05-28
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2E · Profit-sharing
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | 52-1309931 | — | RECORD KEEPER | $44K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DODGE & COX | 94-1441976 | — | NONE | $0 | — |
Investments
29 direct securities · 1 pooled fund· $17.5M(100% 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
$16.1M
29 holdings
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Communications & Tech Mutual Fund | — | — | — | $2.2M | 13.6% | |
| T. Rowe Price Blue Chip Growth Mutual Fund | — | — | — | $2.0M | 12.4% | |
| T. Rowe Price Retirement 2025 Mutual Fund | — | — | — | $1.5M | 9.3% | |
| T. Rowe Price Stable Value Common/Collective Trust | — | — | — | $1.4M | 8.9% | |
| TRP ST VAL COMMON TRUST FUND T.ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.4M | 8.9% | |
| T. Rowe Price Science & Technology Mutual Fund | — | — | — | $1.2M | 7.4% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $859K | 5.4% | |
| T. Rowe Price Retirement 2040 Mutual Fund | — | — | — | $802K | 5.0% | |
| T. Rowe Price Dividend Growth Mutual Fund | — | — | — | $669K | 4.2% | |
| T. Rowe Price Retirement 2050 Mutual Fund | — | — | — | $631K | 3.9% | |
| T. Rowe Price Mid-Cap Growth Mutual Fund | — | — | — | $587K | 3.7% | |
| T. Rowe Price Retirement 2030 Mutual Fund | — | — | — | $543K | 3.4% | |
| T. Rowe Price Retirement 2045 Mutual Fund | — | — | — | $461K | 2.9% | |
| T. Rowe Price Retirement 2055 Mutual Fund | — | — | — | $336K | 2.1% | |
| T. Rowe Price Health Sciences Mutual Fund | — | — | — | $324K | 2.0% | |
| T. Rowe Price Mid-Cap Value Mutual Fund | — | — | — | $319K | 2.0% | |
| T. Rowe Price Retirement 2010 Mutual Fund | — | — | — | $300K | 1.9% | |
| T. ROWE PRICE GOVERNMENT MONEY INV INTEREST-BEARING CASH | — | — | — | $278K | 1.7% | |
| T. Rowe Price Retirement 2065 Mutual Fund | — | — | — | $277K | 1.7% | |
| T. Rowe Price Retirement 2035 Mutual Fund | — | — | — | $246K | 1.5% | |
| Dodge & Cox Income X Mutual Fund | — | — | — | $238K | 1.5% | |
| T. Rowe Price Small-Cap Value Mutual Fund | — | — | — | $202K | 1.3% | |
| T. Rowe Price International Stock Mutual Fund | — | — | — | $171K | 1.1% | |
| T. Rowe Price Equity Income Mutual Fund | — | — | — | $139K | 0.9% | |
| T. Rowe Price Retirement 2020 Mutual Fund | — | — | — | $136K | 0.9% | |
| T. Rowe Price Capital Appreciation Mutual Fund | — | — | — | $100K | 0.6% | |
| Participant Loans Participants loans, bearing interest from 4.25% to 9.50% | — | — | — | $70K | 0.4% | |
| T. Rowe Price Retirement 2060 Mutual Fund | — | — | — | $46K | 0.3% | |
| T. ROWE PRICE SMALL-CAP STOCK INV MUTUAL FUND | — | — | — | $38K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2015 INV MUTUAL FUND | — | — | — | $2K | <0.1% |