How big is Rukel Management, LLC's plan?

Rukel Management, LLC's plan reported $16.2M in assets and 1,144 participants for 2024.

Original filing (PDF)20250709135056NAL0004848417001

Rukel Management, LLC

Name: Rukel Management, LLC — Rukel Management, LLC 401(k), Form 5500 (2024)
Creator: Rukel Management, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Rukel Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Rukel Management, LLC's Rukel Management, LLC 401(k) Profit Sharing Plan held $16.2M in plan assets for 1,144 participants in 2024.

Signals · 2

No recordkeeper disclosedSelf-directed brokerage offered

Active participants

1,144

Accounts w/ balance

297

Plan assets (EOY)

$16.2M

Net assets (EOY)

$16.2M

People on this filing

James J. Nebor signed Rukel Management, LLC's 2024 Form 5500 as plan administrator.

James J. Nebor — 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

Rukel Management, LLC's EIN is 26-0207564.

EIN 26-0207564

Plan number 001

Plan year 2024

ACK ID 20250709135056NAL0004848417001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rukel Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rukel Management, LLC'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 RUKEL MANAGEMENT, LLC.

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How this plan invests

This plan

40 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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).
Bottom-decile employer contributions per participant (10th percentile).

Plan sponsor

Name

RUKEL MANAGEMENT, LLC

EIN

all filings

Address

1200 RUKEL WAY · ST. CHARLES, IL · 60174

Phone

(630) 377-8886

Industry

Manufacturing

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

2025-07-09

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

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRUST COMPANY OF ILLINOIS	36-3880930	DOWNERS GROVE, IL	SERVICE PROVIDER	$14K	—

Investments

40 direct securities· $16.2M(100% of reported assets)

Mutual Funds

$9.5M

22 holdings

Other securities

$4.3M

13 holdings

Common Collective Trusts

$1.9M

3 holdings

Bonds / Notes

$372K

1 holding

Self-Directed Brokerage

$82K

1 holding

					% of plan
Vanguard Dividend Growth Investment Fund	Mutual Funds	—	—	$1.5M	9.5%
Vanguard 500 Index ADM Fund	Common Collective Trusts	—	—	$1.3M	8.2%
Vanguard Developed Markets Index ADM Fund	Mutual Funds	—	—	$1.2M	7.7%
Dodge & Cox Dodge & Cox Bond Income Fund	Mutual Funds	—	—	$1.2M	7.4%
Fidelity Advisor Equity Growth Z	Mutual Funds	—	—	$1.0M	6.2%
Pimco Income Fund	Mutual Funds	—	—	$921K	5.7%
Blackrock Strategic Income Opportunity Portfolio	Other securities	—	—	$913K	5.6%
Smead Funds Smead Value I1 Fund	Other securities	—	—	$877K	5.4%
Dodge & Cox Dodge & Cox Stock Fund	Mutual Funds	—	—	$770K	4.8%
Vanguard Target Retirement 2035	Mutual Funds	—	—	$668K	4.1%
Fuller & Thaler Fuller & Thaler Behavioral Small Cap Equity	Other securities	—	—	$560K	3.5%
GQG Partners Emerging Markets Equity Fund	Other securities	—	—	$552K	3.4%
Lazard Global Listed Infrastructure	Other securities	—	—	$374K	2.3%
Participant loans Interest ranging 4.25% to 9.50% -	Bonds / Notes	—	—	$372K	2.3%
Vanguard Target Retirement 2030	Mutual Funds	—	—	$368K	2.3%
Vanguard Total International Stock Index Fund	Common Collective Trusts	—	—	$349K	2.2%
Hood River Hood River Small Cap Growth Institutional Fund	Other securities	—	—	$340K	2.1%
William Blair William Blair Small-Mid Cap Growth Fund	Other securities	—	—	$339K	2.1%
Vanguard Target Retirement 2040	Mutual Funds	—	—	$322K	2.0%
Fidelity Investments Advisors New Insights Fund	Mutual Funds	—	—	$281K	1.7%
Vanguard Emerging Market Stock Index Fund	Common Collective Trusts	—	—	$251K	1.6%
Vanguard Target Retirement 2050	Mutual Funds	—	—	$222K	1.4%
Pimco Short Term Bond Fund	Mutual Funds	—	—	$183K	1.1%
Vanguard Target Retirement 2045	Mutual Funds	—	—	$131K	0.8%
AMG River Road Small Cap Value Fund	Other securities	—	—	$109K	0.7%
Goldman Sachs Goldman Sachs Government Fund	Other securities	—	—	$107K	0.7%
Vanguard REIT Index ADM Fund	Mutual Funds	—	—	$100K	0.6%
Vanguard Target Retirement Income Fund	Mutual Funds	—	—	$98K	0.6%
Vanguard Target Retirement 2025	Mutual Funds	—	—	$97K	0.6%
Vanguard Mid Cap Index ADM Fund	Mutual Funds	—	—	$86K	0.5%
Vanguard Target Retirement 2055	Mutual Funds	—	—	$85K	0.5%
WCM Focused Intl Growth Fund	Other securities	—	—	$82K	0.5%
American Trust Custody Self-directed brokerage accounts	Self-Directed Brokerage	—	—	$82K	0.5%
Vanguard Small Cap Index ADM Fund	Mutual Funds	—	—	$78K	0.5%
Allspring Special Mid Cap Value Fund I	Other securities	—	—	$74K	0.5%
Vanguard Target Retirement 2060	Mutual Funds	—	—	$49K	0.3%
Vanguard High Yield Corp Bond Fund	Mutual Funds	—	—	$15K	<0.1%
Victory Capital Victory Trivalent International Small-Cap Fund	Other securities	—	—	$13K	<0.1%
Vanguard Target Retirement 2065	Mutual Funds	—	—	$5K	<0.1%
Morgan Stanley Morgan Stanley Emerging Markets LDRS Port Fund	Other securities	—	—	$2K	<0.1%