Rudolph Foods Company, Inc. 401(K) Retirement Plan — Form 5500 plan (Rudolph Foods Company, Inc.)
Plain-English plan 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, Rudolph Foods Company, Inc. 401(K) Retirement Plan is a benefit plan reported by Rudolph Foods Company, Inc. under EIN 34-1563471 and plan number 001. The latest loaded filing year is 2023. The filing reports 687 participants and $35,045,117 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rudolph Foods Company, Inc.
- EIN
- 34-1563471
- Plan number
- 001
- Plan type
- 2
- Location
- Lima, OH
- Latest filing year
- 2023
- Participants
- 687
- End-of-year plan assets
- $35,045,117
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 687 | H, C | 20240923125912NAL0020449648001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,045,117
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,045,117
- Net assets (BOY)
- $30,901,933
Income & contributions
- Employer contributions
- $920,812
- Participant contributions
- $2,872,381
- Total contributions
- $3,831,716
- Total income / additions
- $8,716,386
Expenses & distributions
- Benefits paid
- $4,402,663
- Administrative expenses
- $158,457
- Total expenses
- $4,573,202
- Net increase / (decrease)
- $4,143,184
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $70,724 | $0 | 2023 |
| Everhart Financial Group Inc | ADVISOR | $46,473 | not reported in the loaded dataset | 2023 |
| Aspiriant, LLC | INVESTMENT ADVISOR | $29,880 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $11,687 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rudolph Foods Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Lima, OH
- Fidelity Investments Institutional — Schedule C compensation
- Everhart Financial Group Inc — Schedule C compensation
- Aspiriant, LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation