Original filing (PDF)20250710104017NAL0009045040001

RDK FOUNDATION

Name: RDK FOUNDATION — RUTH ARTS 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: RDK FOUNDATION

Form 5500-SF

FILING_RECEIVED

RUTH ARTS 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$191K

Net assets (EOY)

$191K

Plan health score

/ 100

Grade A

Top-tier plan health

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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RDK FOUNDATION.

Plan sponsor

Name

RDK FOUNDATION

DBA

RUTH FOUNDATION FOR THE ARTS

EIN

39-1524311

Address

234 W FLORIDA ST STE 310 · MILWAUKEE, WI · 53204

Phone

(414) 635-5300

Industry

Finance & Insurancesee 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

2025-07-10

Pension benefit codes

2S · Automatic enrollment

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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