Rudder Investment Group, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Rudder Investment Group, INC.
  • Sponsor EIN: 455626727
  • Sponsor Address: 6279 SE AMES WAY, HOBE SOUND, FL, 33455
  • Plan Type: 401(k)
  • Total Participants: 6
  • Total Assets: $210,563

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$210,563$2,356$25,325
20234$151,584$2,144$25,200
20227$92,497$2,123$24,050
20205$115,759$1,916$16,535
20197$141,925$2,142$11,021

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