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Original filing (PDF)20251014173259NAL0003398705001
RUSCORR, LLC
Form 5500
FILING_RECEIVED
RUSCORR, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
212
Accounts w/ balance
221
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
1 pooled trust
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RUSCORR, LLC.
Plan sponsor
Name
RUSCORR, LLC
EIN
16-1621467
Address
5043 W. 67TH STREET · BEDFORD PARK, IL · 60638
Phone
(708) 625-3255
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DIGIOVINE HNILO JORDON AND JOHNSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $19K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $36K | — |
Investments
18 direct securities · 1 pooled fund· $8.8M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$8.5M
18 holdings
Pooled Separate Account
$313K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Life Insurance Co Principal Guaranteed Option 0 | — | — | — | $1.9M | 20.8% | |
| Participant Loans Rates Range from 4.25%-9.50% 0 | — | — | — | $853K | 9.4% | |
| JP Morgan Funds JP Morgan Equity Income R6 Fd 0 | — | — | — | $812K | 9.0% | |
| T. Rowe Price Funds T. Rowe Price Bl Chip Gr I Fd 0 | — | — | — | $774K | 8.6% | |
| BlackRock iShares S&P 500 Index K Fund 0 | — | — | — | $453K | 5.0% | |
| PIMCO Funds PIMCO Int'l Bond USD-Hdg I Fd 0 | — | — | — | $447K | 4.9% | |
| Lord Abbett Lord Abbett High Yield R6 Fund 0 | — | — | — | $446K | 4.9% | |
| PIMCO Funds PIMCO Income Institutional Fd 0 | — | — | — | $444K | 4.9% | |
| PIMCO Funds PIMCO Real Return Inst'l Fund 0 | — | — | — | $437K | 4.8% | |
| The American Funds American Funds New World R6 0 | — | — | — | $313K | 3.5% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE CO. · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $313K | 3.5% | |
| BlackRock iShs MSCI Tot Intl Idx K Fund 0 | — | — | — | $313K | 3.5% | |
| MFS Investment Management MFS Int'l Diversification R6 F 0 | — | — | — | $312K | 3.5% | |
| BlackRock iShs Russ 2000 SC Index K Fund 0 | — | — | — | $234K | 2.6% | |
| Delware Investments Macquarie Small Cap Value R6 F 0 | — | — | — | $209K | 2.3% | |
| Janus Intl Holding, LLC JanusHenderson MdCp Val N 0 | — | — | — | $206K | 2.3% | |
| Columbia Funds Columbia Small Cap Growth I3 0 | — | — | — | $169K | 1.9% | |
| Alliance Bernstein AB Discovery Growth Z Fund 0 | — | — | — | $149K | 1.7% | |
| BlackRock LFPTH IND RTRMT K FD 0 | — | — | — | $33K | 0.4% |
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