How big is R.W. Sauder, Inc.'s plan?

R.W. Sauder, Inc.'s plan reported $21.5M in assets and 255 participants for 2023.

Original filing (PDF)20250408091228NAL0009917171001

R.W. Sauder, Inc.

Name: R.W. Sauder, Inc. — R.W. Sauder, Inc. 401(k) Profit, Form 5500 (2023)
Creator: R.W. Sauder, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

R.W. Sauder, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · R.W. Sauder, Inc.'s R.W. Sauder, Inc. 401(k) Profit Sharing Plan held $21.5M in plan assets for 255 participants in 2023, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

255

Accounts w/ balance

362

Plan assets (EOY)

$21.5M

Net assets (EOY)

$21.5M

People on this filing

James Cassel signed R.W. Sauder, Inc.'s 2023 Form 5500 as plan administrator.

James Cassel — 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

R.W. Sauder, Inc.'s EIN is 23-6542183.

EIN 23-6542183

Plan number 001

Plan year 2023

ACK ID 20250408091228NAL0009917171001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for R.W. Sauder, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

R.W. Sauder, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for R.W. SAUDER, INC..

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How this plan invests

This plan

35 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

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

R.W. SAUDER, INC.

EIN

all filings

Address

P.O. BOX 427 · LITITZ, PA · 175430427

Phone

(717) 626-2074

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-08

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

2E · Profit-sharing

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$4K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
COMMONWEALTH FINANCIAL NETWORK	04-2675571	—	ADVISOR	$22K	—

Accountant / Auditor

Investments

35 direct securities· $21.5M(100% of reported assets)

Mutual Funds

$18.8M

29 holdings

Common Collective Trusts

$1.8M

2 holdings

Other securities

$328K

2 holdings

Bonds / Notes

$315K

1 holding

Agency / Mortgage-Backed

$293K

1 holding

					% of plan
Registered Investment Companies * Fidelity Investments Fidelity Blue Chip Growth Fund	Mutual Funds	—	—	$4.8M	22.2%
Fidelity Investments Fidelity Government Money Market Fund	Mutual Funds	—	—	$1.6M	7.6%
Fidelity Investments Fidelity Freedom 2030 Fund	Mutual Funds	—	—	$1.6M	7.3%
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$1.4M	6.7%
Fidelity Investments Fidelity Growth Strategies Fund	Mutual Funds	—	—	$1.4M	6.5%
Fidelity Investments Fidelity Magellan Fund	Mutual Funds	—	—	$1.1M	5.1%
Fidelity Investments Fidelity Contrafund	Mutual Funds	—	—	$810K	3.8%
Fidelity Investments Fidelity Freedom 2045 Fund	Mutual Funds	—	—	$714K	3.3%
Fidelity Investments Fidelity Equity Dividend Income Fund	Mutual Funds	—	—	$700K	3.3%
Fidelity Investments Fidelity Diversified International Fund	Mutual Funds	—	—	$647K	3.0%
Fidelity Investments Fidelity Freedom 2025 Fund	Mutual Funds	—	—	$617K	2.9%
Fidelity Investments Fidelity Freedom 2040 Fund	Mutual Funds	—	—	$607K	2.8%
Fidelity Investments Fidelity Freedom 2050 Fund	Mutual Funds	—	—	$543K	2.5%
Fidelity Investments Fidelity Freedom 2035 Fund	Mutual Funds	—	—	$502K	2.3%
Vanguard Wellington Fund Admiral Shares	Mutual Funds	—	—	$498K	2.3%
Fidelity Investments Fidelity Freedom 2055 Fund	Mutual Funds	—	—	$425K	2.0%
Fidelity Investments Fidelity Freedom 2020 Fund	Mutual Funds	—	—	$410K	1.9%
Fidelity Investments Fidelity OTC Portfolio	Mutual Funds	—	—	$351K	1.6%
Fidelity Investments Fidelity US Bond Index Fund	Common Collective Trusts	—	—	$319K	1.5%
Participant Loans 6.25%	Bonds / Notes	—	—	$315K	1.5%
Fidelity Investments Fidelity GNMA Fund	Agency / Mortgage-Backed	—	—	$293K	1.4%
Fidelity Investments Fidelity Government Income Fund	Mutual Funds	—	—	$283K	1.3%
Fidelity Investments Fidelity Puritan Fund	Mutual Funds	—	—	$246K	1.1%
Fidelity Investments Fidelity New Markets Income Fund	Mutual Funds	—	—	$206K	1.0%
Hennessy Cornerstone Hennessy Cornerstone Mid Cap 30 Fund	Other securities	—	—	$204K	0.9%
Fidelity Investments Fidelity Stock Selector Small Cap Fund	Mutual Funds	—	—	$199K	0.9%
Fidelity Investments Fidelity Freedom 2060 Fund	Mutual Funds	—	—	$196K	0.9%
Fidelity Investments Fidelity Leveraged Company Stock Fund	Mutual Funds	—	—	$143K	0.7%
T. Rowe Price T. Rowe Price Equity Income Fund	Other securities	—	—	$125K	0.6%
Fidelity Investments Fidelity Real Estate Investment Portfolio	Mutual Funds	—	—	$79K	0.4%
Fidelity Investments Fidelity Value Fund	Mutual Funds	—	—	$44K	0.2%
Fidelity Investments Fidelity Freedom 2015 Fund	Mutual Funds	—	—	$39K	0.2%
Fidelity Investments Fidelity Freedom 2065 Fund	Mutual Funds	—	—	$27K	0.1%
Fidelity Investments Fidelity Freedom Income Fund	Mutual Funds	—	—	$24K	0.1%
Fidelity Investments Fidelity Freedom 2010 Fund	Mutual Funds	—	—	$10K	<0.1%