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Original filing (PDF)20251121143352NAL0006538193001
RODALE INSTITUTE
Form 5500-SF
FILING_RECEIVED
RODALE INSTIUTE 403(B) DC PLAN
403(b) retirement plan
Signals · 1
Late filing · 0.2 mo
Active participants
60
Accounts w/ balance
99
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
Plan health score (directional)
88
/ 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
99
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.2 months past the 10.5-month grace window.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RODALE INSTITUTE.
Plan sponsor
Name
RODALE INSTITUTE
DBA
RODALE INSTITUTE
EIN
23-7206884
Address
611 SIEGFRIEDALE RD · KUTZTOWN, PA · 195309749
Phone
(161) 068-3144
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-21
Pension benefit codes
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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 providersRelated plans
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