2023 Form 5500 filing — Rudolph Foods Company, Inc. 401(K) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240923125912NAL0020449648001) for Rudolph Foods Company, Inc. 401(K) Retirement Plan, reported by Rudolph Foods Company, Inc. under EIN 34-1563471 and plan number 001. It reports 687 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923125912NAL0020449648001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rudolph Foods Company, Inc.
- EIN
- 34-1563471
- Plan number
- 001
- Location
- Lima, OH
- Participants
- 687
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,045,117
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,045,117
- Employer contributions
- $920,812
- Participant contributions
- $2,872,381
- Total income / additions
- $8,716,386
- Benefits paid
- $4,402,663
- Administrative expenses
- $158,457
- Total expenses
- $4,573,202
- Net increase / (decrease)
- $4,143,184
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $70,724 | $0 |
| Everhart Financial Group Inc | ADVISOR | $46,473 | not reported in the loaded dataset |
| Aspiriant, LLC | INVESTMENT ADVISOR | $29,880 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $11,687 | not reported in the loaded dataset |