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Original filing (PDF)20251006150754NAL0003679569001
RUPRECHT
Form 5500
FILING_RECEIVED
RUPRECHT
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
395
Accounts w/ balance
401
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (29 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RUPRECHT.
Plan sponsor
Name
RUPRECHT
EIN
36-2511838
Address
1301 ALLANSON ROAD · MUNDELEIN, IL · 60060
Phone
(888) 829-4100
Industry
Manufacturingsee 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
2025-10-06
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)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $21K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
33 direct securities· $8.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date Retirement Fund R6 | — | — | — | $987K | 11.4% | |
| American Funds 2030 Target Date Retirement Fund R6 | — | — | — | $962K | 11.1% | |
| American Funds 2045Target Date Retirement Fund R6 | — | — | — | $843K | 9.7% | |
| American Funds 2035 Target Date Retirement Fund R6 | — | — | — | $687K | 7.9% | |
| MFS Growth Fund Class R6 | — | — | — | $590K | 6.8% | |
| iShares S&P 500 Index Fund Class K | — | — | — | $522K | 6.0% | |
| BlackRock Equity Dividend Fund K | — | — | — | $502K | 5.8% | |
| American Funds 2050 Target Date Retirement Fund R6 | — | — | — | $450K | 5.2% | |
| American Funds 2055 Target Date Retirement Fund R6 | — | — | — | $406K | 4.7% | |
| American Funds 2060 Target Date Retirement Fund R6 | — | — | — | $365K | 4.2% | |
| American Funds 2025 Target Date Retirement Fund R6 | — | — | — | $343K | 4.0% | |
| American Funds 2065 Target Date Retirement Fund R6 | — | — | — | $334K | 3.8% | |
| Victory Capital Sycamore Established Value Fund Class R6 | — | — | — | $226K | 2.6% | |
| maturing through September 2029 - | — | — | — | $225K | 2.6% | |
| Victory Capital Munder Mid-Cap Core Growth R6 | — | — | — | $139K | 1.6% | |
| iShares MSCI Total International Index Fund Class K | — | — | — | $136K | 1.6% | |
| Fidelity Small Cap Growth Index Fund | — | — | — | $126K | 1.4% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $119K | 1.4% | |
| Fidelity Advisor Small Cap Value Fund Class Z | — | — | — | $109K | 1.3% | |
| Fidelity Advisor Total Bond Fund Class Z | — | — | — | $101K | 1.2% | |
| Fidelity Advisor Capital & Income Fund Class Z | — | — | — | $95K | 1.1% | |
| Columbia Overseas Value Inst3 Fund | — | — | — | $77K | 0.9% | |
| MFS Internation Growth Fund Class R6 | — | — | — | $74K | 0.9% | |
| Fidelity Advisor Strategic Divdend and Income Fund | — | — | — | $67K | 0.8% | |
| Fidelity Real Estate Undex Fund Stock Price ** 211 * Fidelity Advisor Focusted Emerging Markets Fund Class Z | — | — | — | $58K | 0.7% | |
| Fidelity Advisor Global Commodity Stock Fund Class Z | — | — | — | $41K | 0.5% | |
| iShares Russel Small/Mid-Cap Index Fund Class K | — | — | — | $33K | 0.4% | |
| American Funds 2020 Target Date Retirement Fund R6 | — | — | — | $21K | 0.2% | |
| DoubleLine Emerging Markets Fixed Income Fund | — | — | — | $19K | 0.2% | |
| Fidelity Government Money Market Fund Daily Money ** 590 * Fidelity Government Money Market Fund Class K6 | — | — | — | $17K | 0.2% | |
| American Funds 2015 Target Date Retirement Fund R6 | — | — | — | $7K | <0.1% | |
| American Funds 2070 Target Date Retirement Fund R6 | — | — | — | $3K | <0.1% | |
| American Funds 2010 Target Date Retirement Fund R6 | — | — | — | $2K | <0.1% |
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