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Original filing (PDF)20250811105721NAL0020538834001
RYAN INCORPORATED CENTRAL
Form 5500
FILING_RECEIVED
RYAN INCORPORATED CENTRAL PROFIT SHARING AND 401(K) PLAN
401(k) retirement plan
Signals · 2
44% in single holdingNo recordkeeper disclosed
Active participants
124
Accounts w/ balance
168
Plan assets (EOY)
$72.4M
Net assets (EOY)
$72.4M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
78
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "TotalValue of Interest in Registered Investment Companies" is 44% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RYAN INCORPORATED CENTRAL.
Plan sponsor
Name
RYAN INCORPORATED CENTRAL
EIN
39-1512084
Address
PO BOX 206 · JANESVILLE, WI · 53547
Phone
(608) 754-2291
Industry
Constructionsee 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
2025-08-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $54K | — |
| ONEAMERICA INVESTMENT ADVISORS LLC | 81-3920167 | — | NONE | $19K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $16K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
33 direct securities · 1 pooled fund· $141.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$133.9M
33 holdings
Common Collective Trust
$7.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TotalValue of Interest in Registered Investment Companies | — | — | $59.4M | $63.3M | 87.4% | |
| Vanguard Institutional Index I | — | — | — | $12.7M | 17.5% | |
| Dodge & Cox Stock Fund X | — | — | — | $7.2M | 10.0% | |
| ONEAMERICA STABLE VALUE FUND Z BMO HARRIS BANK NA · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $7.1M | 9.8% | |
| TotalValue of Interest in Common / Collective Trusts | — | — | $7.1M | $7.1M | 9.8% | |
| T Rowe Price Retirement 2050-I | — | — | — | $6.1M | 8.5% | |
| T Rowe Price Retirement 2040-I | — | — | — | $5.1M | 7.0% | |
| Harbor Capital Appreciation Fund R | — | — | — | $4.1M | 5.6% | |
| Invesco Small CapValue Y | — | — | — | $3.5M | 4.8% | |
| T Rowe Price Retirement 2020-I | — | — | — | $2.8M | 3.8% | |
| T Rowe Price Retirement 2030-I | — | — | — | $2.7M | 3.7% | |
| Vanguard Small Cap Index Adm | — | — | — | $2.1M | 2.9% | |
| Dodge & Cox Balanced Fund X | — | — | — | $2.0M | 2.8% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $1.9M | 2.6% | |
| T Rowe Price Retirement 2060-I | — | — | — | $1.8M | 2.5% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $1.4M | 1.9% | |
| Vanguard Inflation-Protected Secs Adm | — | — | — | $1.3M | 1.7% | |
| Value of Interest in Registered Investment Companies Baron Growth Fund Ins Baron Growth Fund Ins | — | — | $1.3M | $1.2M | 1.7% | |
| Dodge & Cox Income Fund X | — | — | — | $1.2M | 1.7% | |
| JP Morgan Mid Cap Growth - R6 | — | — | — | $1.0M | 1.4% | |
| John Hancock Disciplined Value Mid Cap A | — | — | — | $957K | 1.3% | |
| Vanguard Explorer Adm | — | — | — | $896K | 1.2% | |
| Fidelity Value | — | — | — | $862K | 1.2% | |
| T Rowe Price International Discovery | — | — | $821K | $775K | 1.1% | |
| Vanguard International Growth Adm | — | — | — | $672K | 0.9% | |
| Macquarie Emerging Markets Instl | — | — | — | $582K | 0.8% | |
| Money Market Fund Vanguard Money Market Deposit Account | — | — | — | $468K | 0.6% | |
| T Rowe Price Retirement 2010-I | — | — | — | $144K | 0.2% | |
| Participant-Directed Brokerage Accounts Participant Directed Brokerage Accounts | — | — | — | $47K | <0.1% | |
| TotalCorporate Stocks (Other Than Employer Securities) – Common | — | — | $44K | $47K | <0.1% | |
| Opera Ltd ADR Opera Ltd ADR | — | — | $21K | $28K | <0.1% | |
| Corporate Stocks (Other Than Employer Securities) – Common Bp Plc Spons Adr Bp Plc Spons Adr | — | — | $23K | $19K | <0.1% | |
| VALUE ASSETS NON-INTEREST BEARING CASH | — | — | $5K | $5K | <0.1% | |
| GENERAL INVESTMENTS Interest-Bearing Cash Schwab Cash Account Schwab Cash Account | — | — | $3K | $3K | <0.1% |
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