Original filing (PDF)20240522112821NAL0001972323001

ERNIE RUSSELL LLC

Name: ERNIE RUSSELL LLC — ERNIE RUSSELL, LLC RETIREMENT TRUST, Form 5500 (2023)
Creator: ERNIE RUSSELL LLC

Form 5500-SF

FILING_RECEIVED

ERNIE RUSSELL, LLC RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

ERNIE RUSSELL LLC

EIN

20-4928972

Address

65 E VIA VERDE ST · WICHITA, KS · 672301604

Phone

(904) 571-2899

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-04-16

Filed

2024-05-22

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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