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Original filing (PDF)20250922131236NAL0006719411001
R.D.M. ELECTRIC CO., INC.
Form 5500
FILING_RECEIVED
R.D.M. ELECTRIC CO., INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
183
Accounts w/ balance
194
Plan assets (EOY)
$29.5M
Net assets (EOY)
$29.5M
How this plan invests
This plan
23 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 R.D.M. ELECTRIC CO., INC..
Plan sponsor
Name
R.D.M. ELECTRIC CO., INC.
EIN
95-4134154
Address
4260 E. BRICKELL STREET · ONTARIO, CA · 91761
Phone
(909) 591-0990
Industry
Electrical Contractors· Constructionsee 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
2025-09-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MICHAEL J. CONKEY & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MG TRUST LLC & MSCS LLC | 75-3182674 | DENVER, CO | CUSTODIAN | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES W. MASON & ASSOCIATES, INC. | — | LOS ANGELES, CA | ADVISOR | $66K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIFORNIA PENSION ADMIN | 95-2792979 | LAKE FOREST, CA | THIRD PARTY ADMIN | $17K | — |
Investments
23 direct securities· $29.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Ares Credit Opportunities A Mutual Fund | — | — | — | $5.4M | 18.3% | |
| American Funds AFD Growth Fund of America R2 Mutual Fund | — | — | — | $4.8M | 16.1% | |
| American Funds AFD Money Market A Money Market | — | — | — | $4.0M | 13.6% | |
| Pimco Total Return Fund A Mutual Fund | — | — | — | $2.2M | 7.4% | |
| Fidelity Low Priced Stock Mutual Fund | — | — | — | $2.1M | 7.0% | |
| Allspring Ultra ShrtTerm Inc A Mutual Fund | — | — | — | $1.6M | 5.4% | |
| Columbia Acorn Fund Mutual Fund | — | — | — | $1.5M | 5.1% | |
| American Funds AFD Washington Mutual Invst R2 Mutual Fund | — | — | — | $1.5M | 5.0% | |
| Participant Loans Interest rates equal 5.25% - 10.50% | — | — | — | $1.2M | 4.1% | |
| Invesco Global Fund A Mutual Fund | — | — | — | $1.1M | 3.7% | |
| American Funds AFD Europacific Growth R2 Mutual Fund | — | — | — | $859K | 2.9% | |
| Macquarie High Income Fund Y Mutual Fund | — | — | — | $548K | 1.9% | |
| Pimco Low Duration Fund A Mutual Fund | — | — | — | $492K | 1.7% | |
| Invesco Comstock A Mutual Fund | — | — | — | $471K | 1.6% | |
| Invesco Gold Special Mineral N Mutual Fund | — | — | — | $394K | 1.3% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Mutual Fund | — | — | — | $388K | 1.3% | |
| Vanguard ESG US Stock ETF Mutual Fund | — | — | — | $378K | 1.3% | |
| Virtus NFJ Small Cap Value A Mutual Fund | — | — | — | $197K | 0.7% | |
| Pimco Real Return Fund A Mutual Fund | — | — | — | $187K | 0.6% | |
| Pioneer Multi-Asset Income Fund Mutual Fund | — | — | — | $143K | 0.5% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Mutual Fund | — | — | — | $94K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Mutual Fund ** 45 T. Rowe Price T. Rowe Price Retirement 2030 Mutual Fund | — | — | — | $65K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Mutual Fund | — | — | — | $11K | <0.1% |
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