Plan Snapshot
- Plan Sponsor: Rukel Management, LLC
- Sponsor EIN: 260207564
- Sponsor Address: 1200 RUKEL WAY, ST. CHARLES, IL, 60174
- Plan Type: 401(k)
- Total Participants: 1,144
- Total Assets: $16.2M
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 | 1,144 | $16.2M | $581,880 | $954,910 |
| 2023 | 978 | $13.8M | $510,282 | $835,826 |
| 2022 | 835 | $11.1M | $517,131 | $832,462 |
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 |
|---|---|---|---|---|
| PORTE BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PORTE BROWN — 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 | $14,074 | — | — | — | — |
| 2023 | $16,785 | — | — | — | — |
| 2022 | $19,272 | $19,272 | — | — | — |