· 2022–2024 · DOL EFAST2

RIDER KENLEY & ASSOCIATES PC — RIDER KENLEY & ASSOCIATES PC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)

Original filing (PDF)20240724083130NAL0019927664001

RIDER KENLEY & ASSOCIATES PC

Form 5500-SF

FILING_RECEIVED

RIDER KENLEY & ASSOCIATES PC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

11

Accounts w/ balance

2

Plan assets (EOY)

$49K

Net assets (EOY)

$49K

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

42

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RIDER KENLEY & ASSOCIATES PC.

Plan sponsor

Name

RIDER KENLEY & ASSOCIATES PC

EIN

35-1752525all filings

Address

9755 RANDALL DR STE 100 · CARMEL, IN · 462802952

Phone

(317) 582-3000

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-24

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)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

VINCENT PASSARELLA CPA MBA, INC.

VINCENT PASSARELLA CPA MBA, 401(K) PLAN

$49K · 11 participants

ALLEN M. HARVEY CPA PLLC

ALLEN M. HARVEY CPA 401(K) PLAN

$49K · 1 participants

MARCIA V. ATKINSON, CPA, INC.

MARCIA V. ATKINSON, CPA, INC. 401(K) RETIREMENT PLAN

$49K · 3 participants

ALLENDER & COMPANY CHARTERED

ALLENDER & COMPANY CHARTERED 401K PLAN

$49K · 2 participants

WHITFIELD & ASSOCIATES LLC

WHITFIELD & ASSOCIATES 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.