How big is Ruggerio, Willson and Associates, LLC's plan?

Ruggerio, Willson and Associates, LLC's plan reported $642K in assets and 5 participants for 2024.

Original filing (PDF)20250507104518NAL0010491281001

Ruggerio, Willson and Associates, LLC

Name: Ruggerio, Willson and Associates, LLC — Ruggerio, Form 5500 (2024)
Creator: Ruggerio, Willson and Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ruggerio, Willson and Associates, LLC 401(k) Plan

401(k) retirement plan · Ruggerio, Willson and Associates, LLC's Ruggerio, Willson and Associates, LLC 401(k) Plan held $642K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$642K

Net assets (EOY)

$642K

People on this filing

KIM Willson signed Ruggerio, Willson and Associates, LLC's 2024 Form 5500 as plan administrator.

KIM Willson — 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

Ruggerio, Willson and Associates, LLC's EIN is 20-4193022.

EIN 20-4193022

Plan number 001

Plan year 2024

ACK ID 20250507104518NAL0010491281001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ruggerio, Willson and Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ruggerio, Willson and Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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