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Sponsor portfolioTH

RHF INVESTMENTS, INC.

EIN 46-2232330-Manufacturing-Latest filing 2025
Plans
2
Retirement
1
$57.2M assets
Welfare
1
$2.2M premiums
Participants
3,430
P.O. BOX 608 - HICKORY, NC 28603828-328-1851
Plans on this EIN
2 filings
#001401k-$57.2M - 1,763 part#501Mixed-$2.2M - 2,765 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 2,765 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.5M
  • Life$1.3M
  • Short-term disability$1.3M
  • Long-term disability$1.3M
  • Dental$631K
  • Vision$631K
Total $2.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • HARTFORD LIFE AND ACCIDENT62%
  • AMERITAS LIFE INSURANCE CORP.29%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • MARSH & MCLENNAN AGENCY LLC91%
  • WATCHTOWER BENEFITS, LLC9%
Total $217K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RHF INVESTMENTS, INC. 401(K) SAVINGS PLAN

401k

Assets$57.2M
Participants1,763
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE RHF INVESTMENTS, INC. WELFARE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$2.2M
Covered lives2,765
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RHF INVESTMENTS, INC. 401(K) SAVINGS PLAN401k$57.2M1,7632025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE RHF INVESTMENTS, INC. WELFARE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$2.2M2,7652025
Retirement plans
Welfare plans
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