· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
R & J MATERIAL HANDLING, INC. — R & J MATERIAL HANDLING, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250212135918NAL0041437506001
R & J MATERIAL HANDLING, INC.
Form 5500-SF
FILING_RECEIVED
R & J MATERIAL HANDLING, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
16
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
R & J MATERIAL HANDLING, INC.
.
Find decision makers
Plan sponsor
Name
R & J MATERIAL HANDLING, INC.
EIN
20-5112305
Address
345 ADAMS CIR. · CORONA, CA · 92882
Phone
(714) 240-1925
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-02-12
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
ARMOUR PETROLEUM SERVICE AND EQUIPMENT CORPORATION
ARMOUR PETROLEUM SERVICE 401(K) PLAN
$2.2M · 9 participants
B & W WELDING, INC.
B & W WELDING, INC. PENSION PLAN
$2.2M · 11 participants
THOMAS DOOR CONTROLS, INC.
THOMAS DOOR CONTROLS 401(K) PLAN
$2.2M · 46 participants
COMPONENT SERVICES, INC.
COMPONENT SERVICES, INC. 401(K) PLAN
$2.2M · 4 participants
DURBIN INDUSTRIAL VALVE, INC
DURBIN INDUSTRIAL VALVE, INC. 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.2M · 11 participants
VALVE RECONDITIONING SERVICE CO.
VRS 401(K) PLAN
$2.2M · 24 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
