Ritchie Trucking Service Holdings, Inc. 401 (K) Plan — Form 5500 plan (Ritchie Trucking Service Holdings, 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, Ritchie Trucking Service Holdings, Inc. 401 (K) Plan is a benefit plan reported by Ritchie Trucking Service Holdings, Inc. under EIN 38-4101587 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $2,597,307 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ritchie Trucking Service Holdings, Inc.
EIN
38-4101587
Plan number
001
Plan type
2
Location
Fresno, CA
Latest filing year
2023
Participants
193
End-of-year plan assets
$2,597,307

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023193H, C20241010150450NAL0011642835001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,597,307
Total liabilities (EOY)
$0
Net assets (EOY)
$2,597,307
Net assets (BOY)
$2,293,387

Income & contributions

Employer contributions
$2,953
Participant contributions
$228,961
Total contributions
$231,914
Total income / additions
$624,794

Expenses & distributions

Benefits paid
$273,765
Administrative expenses
$47,109
Total expenses
$320,874
Net increase / (decrease)
$303,920

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Iron-Co-Fid-Index-ComprehensiveINVESTMENT ADVISOR$40,543not reported in the loaded dataset2023
NationwideINVESTMENT ADVISOR$29,565$1,7672023

Related Form 5500 pages