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Original filing (PDF)20251014112534NAL0003772944001
RUSMUR FLOORS INC
Form 5500
FILING_RECEIVED
RUSMUR FLOORS INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
144
Accounts w/ balance
170
Plan assets (EOY)
$14.4M
Net assets (EOY)
$14.4M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 44 bps in Schedule C fees — 51% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RUSMUR FLOORS INC.
Plan sponsor
Name
RUSMUR FLOORS INC
EIN
25-1089252
Address
500 STATION ST · BRIDGEVILLE, PA · 150172004
Phone
(412) 221-6366
Industry
Retail Tradesee all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CHISLER, MARX & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONFLUENCE WEALTH SERVICES, INC. | — | MCMURRAY, PA | ADVISOR | $47K | — |
Investments
24 direct securities· $14.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 T Date R6 Registered Investment Company | — | — | — | $3.1M | 21.7% | |
| American Funds 2035 T Date R6 Registered Investment Company | — | — | — | $2.4M | 16.9% | |
| American Funds 2020 T Date R6 Registered Investment Company | — | — | — | $1.5M | 10.3% | |
| American Funds 2025 T Date R6 Registered Investment Company | — | — | — | $1.5M | 10.2% | |
| American Funds 2040 T Date R6 Registered Investment Company | — | — | — | $1.2M | 8.4% | |
| American Funds 2045 T Date R6 Registered Investment Company | — | — | — | $1.1M | 7.7% | |
| American Funds 2050 T Date R6 Registered Investment Company | — | — | — | $782K | 5.4% | |
| American Funds 2015 T Date R6 Registered Investment Company | — | — | — | $629K | 4.4% | |
| Gldmn Sachs SC Eq Ins Fd R6 Registered Investment Company | — | — | — | $252K | 1.8% | |
| JP Morgan LgCp Grw Fnd R6 Registered Investment Company | — | — | — | $241K | 1.7% | |
| Hartfrd Dividend & Grw Fnd R6 Registered Investment Company | — | — | — | $236K | 1.6% | |
| American Funds 2055 T Date R6 Registered Investment Company | — | — | — | $220K | 1.5% | |
| LOAN FUND Participant Loans- Int. Rates 4.25% to 9.50% | — | — | — | $207K | 1.4% | |
| Columbia Strategic Inc Fnd I2 Registered Investment Company | — | — | — | $205K | 1.4% | |
| American Funds 2060 T Date R6 Registered Investment Company | — | — | — | $196K | 1.4% | |
| Western Asset Core Bond Fund Is Registered Investment Company | — | — | — | $139K | 1.0% | |
| Janus Hndr Enterprise Fund N Registered Investment Company | — | — | — | $129K | 0.9% | |
| MFS Intl Diversification Fd R6 Registered Investment Company | — | — | — | $126K | 0.9% | |
| Vanguard 500 Index Fund Adm Registered Investment Company | — | — | — | $74K | 0.5% | |
| American Funds 2065 T Date R6 Registered Investment Company | — | — | — | $41K | 0.3% | |
| American Funds New World Fund R-6 Registered Investment Company | — | — | — | $31K | 0.2% | |
| Cohen & Steers Real Estate Secs Fd Registered Investment Company | — | — | — | $15K | 0.1% | |
| Voya Gov Money Mkt Fd A Interest-bearing Cash | — | — | — | $14K | <0.1% | |
| Allspring Spec MdCp VI Fd R6 Registered Investment Company | — | — | — | $12K | <0.1% |
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