· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
RUZOMBERKA HOLLAND SMITH, INC. — RUZOMBERKA HOLLAND SMITH, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250729114640NAL0001288163001
RUZOMBERKA HOLLAND SMITH, INC.
Form 5500-SF
FILING_RECEIVED
RUZOMBERKA HOLLAND SMITH, INC. 401(K) PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
22
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
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
RUZOMBERKA HOLLAND SMITH, INC.
.
Find decision makers
Plan sponsor
Name
RUZOMBERKA HOLLAND SMITH, INC.
EIN
25-1899140
Address
1606 CARMODY COURT · SUITE 305 · SEWICKLEY, PA · 15143
Phone
(724) 934-4600
Industry
CPA Offices
· Professional & Technical Services
see all
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
2025-07-29
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 CPA Offices plans
CWDL
CWDL CPA'S 401(K) PLAN
$2.4M · 59 participants
TURPEN & DECKARD LLC
TURPEN & DECKARD 401(K) PLAN
$2.4M · 5 participants
HEIDENREICH & HEIDENREICH, CPAS, PLLC
HEIDENREICH & HEIDENREICH CPAS 401K PS PLAN
$2.4M · 5 participants
EARL BENEDICT MACASAET, C.P.A., INC.
MACASAET CPA, INC. 401(K) PLAN
$2.4M · 18 participants
CANNON & COMPANY
CANNON & CO. 401(K) PROFIT SHARING PLAN
$2.4M · 36 participants
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.
JESUS A. DAVILA, P.C.
JESUS A. DAVILA RETIREMENT SAVINGS PLAN
$2.4M · 11 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B
