Plan Snapshot
- Plan Sponsor: Ruckers Wholesale & Service Company
- Sponsor EIN: 371336065
- Sponsor Address: 777 E STATE STREET, BRIDGEPORT, IL, 62417
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $7.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 141 | $7.3M | $73,467 | $190,709 |
| 2023 | 145 | $6.4M | $75,086 | $183,151 |
| 2022 | 143 | $5.4M | $70,942 | $186,273 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ADAMSBROWN, LLC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADAMSBROWN, LLC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,900 | — | — | — | — |
| 2023 | $1,100 | — | — | — | — |
| 2022 | $1,375 | — | — | — | $1,375 |