Retirement plan

RHYTHM ENERGY 401(K) PLAN

Name: RHYTHM ENERGY, INC. - RHYTHM ENERGY 401(K) PLAN (2025) Form 5500
Creator: RHYTHM ENERGY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RHYTHM ENERGY 401(K) PLAN, RHYTHM ENERGY, INC.

RHYTHM ENERGY, INC.EIN 84-4224535Plan #001PY 2025

24 GREENWAY PLAZA, SUITE 610 - HOUSTON, TX 77046281-544-0750gotrhythm.comLinkedIn51-200 employeesinformation technology and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.7M

+34.0% from 2024

Total participants

+1.3% from 2024

Average account balance

$85,731

+40.0% from 2024

Annual return

18.56%

+2.46 pp from 2024

Benchmarks

See 463 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants25-99

Cohort463 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$5.74M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$86K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

117.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$895K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.56%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$4056

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$272K

$4767 / participant

Other / not subdivided$272K100.0%

% of EOY assets

4.731%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$85,731

$90,674-5.5%

$96,707-11.3%

$82,448+4.0%

Participation rate

84.2%

75.9%+8.3pp

80.4%+3.9pp

68.1%+16.1pp

Annual return

18.56%

49.05%-30.5pp

34.78%-16.2pp

41.64%-23.1pp

Employer contribution / active EE

$5,380

$3,975+35.4%

$4,191+28.4%

$2,551+110.9%

Participant deferral / active EE

$10,314

$5,696+81.1%

$5,997+72.0%

$4,139+149.2%

Admin fee / account holder

$4,056

$7,568-46.4%

$7,503-45.9%

$7,234-43.9%

RHYTHM ENERGY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RHYTHM ENERGY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion