How big is Rutland County Community Services, Inc.'s plan?

Rutland County Community Services, Inc.'s plan reported $12.9M in assets and 342 participants for 2024.

Original filing (PDF)20251013080619NAL0000821665001

Rutland County Community Services, Inc.

Name: Rutland County Community Services, Inc. — Form 5500 Plan 001 (2024)
Creator: Rutland County Community Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Rutland County Community Services Retirement Savings Plan

401(k) retirement plan · Rutland County Community Services, Inc.'s Rutland County Community Services Retirement Savings Plan held $12.9M in plan assets for 342 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

342

Accounts w/ balance

237

Plan assets (EOY)

$12.9M

Net assets (EOY)

$12.9M

People on this filing

Janet Hazelton signed Rutland County Community Services, Inc.'s 2024 Form 5500 as plan administrator.

Janet Hazelton — 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

Rutland County Community Services, Inc.'s EIN is 22-2795961.

EIN 22-2795961

Plan number 001

Plan year 2024

ACK ID 20251013080619NAL0000821665001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rutland County Community Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rutland County Community Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RUTLAND COUNTY COMMUNITY SERVICES, INC..

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 61K (5% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Below-peer total plan cost (86th percentile).

Plan sponsor

Name

RUTLAND COUNTY COMMUNITY SERVICES, INC.

EIN

all filings

Address

78 SOUTH MAIN STREET · RUTLAND, VT · 05701

Phone

(802) 775-2381

Industry

Health Care & Social Assistance

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

2025-10-13

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$1K	—

Investments

29 direct securities· $12.9M(100% of reported assets)

Mutual Funds

$11.9M

25 holdings

Common Collective Trusts

$987K

3 holdings

Bonds / Notes

$67K

1 holding

					% of plan
Fidelity Investments Fidelity Freedom 2025	Mutual Funds	—	—	$2.2M	17.2%
Fidelity Investments Fidelity Freedom 2030	Mutual Funds	—	—	$2.1M	15.9%
Fidelity Investments Fidelity Freedom 2040	Mutual Funds	—	—	$1.5M	11.3%
Fidelity Investments Fidelity Freedom 2045	Mutual Funds	—	—	$1.0M	8.1%
Fidelity Investments Fidelity Freedom 2020	Mutual Funds	—	—	$1.0M	7.9%
Fidelity Investments Fidelity Freedom 2035	Mutual Funds	—	—	$864K	6.7%
Fidelity Investments Fid 500 Index Adv	Common Collective Trusts	—	—	$825K	6.4%
Fidelity Investments Fidelity Freedom 2050	Mutual Funds	—	—	$601K	4.6%
Fidelity Investments Fid Contrafund	Mutual Funds	—	—	$486K	3.8%
Fidelity Investments Fid Freedom 2055	Mutual Funds	—	—	$420K	3.2%
Fidelity Investments Fid Intl Index Adv	Mutual Funds	—	—	$249K	1.9%
Fidelity Investments Fidelity Govt Income	Mutual Funds	—	—	$208K	1.6%
Fidelity Investments DL Total Return Bond I	Mutual Funds	—	—	$187K	1.4%
Fidelity Investments Fid Freedom 2060	Mutual Funds	—	—	$170K	1.3%
Fidelity Investments TPR Mid Cap Value	Mutual Funds	—	—	$159K	1.2%
Fidelity Investments Fidelity Freedom 2015	Mutual Funds	—	—	$142K	1.1%
Fidelity Investments Fidelity High Income	Mutual Funds	—	—	$138K	1.1%
Fidelity Investments MFS Value R6	Mutual Funds	—	—	$126K	1.0%
Fidelity Investments VANG SMCPVL Idx Adm	Common Collective Trusts	—	—	$106K	0.8%
Fidelity Investments Fid Freedom 2065	Mutual Funds	—	—	$74K	0.6%
Participant Loans Participant Loans (5.25%-10.50%)	Bonds / Notes	—	—	$67K	0.5%
Fidelity Investments Fid New World R6	Mutual Funds	—	—	$59K	0.5%
Fidelity Investments MFS MA Inv Trust R6	Mutual Funds	—	—	$59K	0.5%
Fidelity Investments Fid Ext Market Idx Adv	Common Collective Trusts	—	—	$56K	0.4%
Fidelity Investments Cohen & Steers Rlty	Mutual Funds	—	—	$31K	0.2%
Fidelity Investments Fidelity Sm Cap Discovery	Mutual Funds	—	—	$30K	0.2%
Fidelity Investments Col Balanced I3	Mutual Funds	—	—	$27K	0.2%
Fidelity Investments Baron Growth Inst	Mutual Funds	—	—	$18K	0.1%
Fidelity Investments EV SH DUR GOVT Inc I	Mutual Funds	—	—	$17K	0.1%