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RITCHIE TRUCKING SERVICE HOLDINGS, INC. — THE PEOPLE BUSINESS EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251015095949NAL0002115059001
RITCHIE TRUCKING SERVICE HOLDINGS, INC.
Form 5500
FILING_RECEIVED
THE PEOPLE BUSINESS EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 1
100% in single holding
Active participants
78
Accounts w/ balance
100
Plan assets (EOY)
$3.1M
Net assets (EOY)
-$14.8M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
RITCHIE TRUCKING SERVICE HOLDINGS, INC.
.
Find decision makers
Plan sponsor
Name
RITCHIE TRUCKING SERVICE HOLDINGS, INC.
EIN
38-4101587
Address
P.O. BOX 1186 · FRESNO, CA · 93715
Phone
(559) 233-6668
Industry
Transportation & Warehousing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
3I · Requires investment in employer securities
2P · Leveraged ESOP
2Q · S-corporation ESOP
Audit & trust (Schedule H)
Auditor
PW PARTNERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $3.1M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Ritchie Trucking $1 par value, 2,000,000 shares
—
—
$19.5M
$3.1M
100.0%
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Knocking points off
Top holding "Ritchie Trucking $1 par value, 2,000,000 shares" is 100% of plan.
Helping the score
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