How big is Rudman & Winchell, LLC's plan?

Rudman & Winchell, LLC's plan reported $34.8M in assets and 61 participants for 2024.

Original filing (PDF)20251015104358NAL0009144994001

Rudman & Winchell, LLC

Name: Rudman & Winchell, LLC — Rudman & Winchell, LLC, Form 5500 (2024)
Creator: Rudman & Winchell, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rudman & Winchell, LLC Profit Sharing Plan & Trust

401(k) retirement plan · Rudman & Winchell, LLC's Rudman & Winchell, LLC Profit Sharing Plan & Trust held $34.8M in plan assets for 61 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$34.8M

Net assets (EOY)

$34.8M

People on this filing

Michelle BEAL signed Rudman & Winchell, LLC's 2024 Form 5500 as plan administrator.

Michelle BEAL — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Rudman & Winchell, LLC's EIN is 01-0264445.

EIN 01-0264445

Plan number 001

Plan year 2024

ACK ID 20251015104358NAL0009144994001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rudman & Winchell, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rudman & Winchell, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RUDMAN & WINCHELL, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

RUDMAN & WINCHELL, LLC

EIN

all filings

Address

84 HARLOW STREET · BANGOR, ME · 04401

Phone

(207) 947-4501

Industry

Law Offices· Professional & Technical Services

Plan administrator