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Original filing (PDF)20260127065636NAL0004284658001
RUBIDELL CONDOMINIUM ASSOCIATION
Form 5500
FILING_RECEIVED
RIVER BEND RV RESORT 401(K) PLAN
401(k) retirement plan
Signals · 3
Late filing · 2.4 mo39% in single holdingNo recordkeeper disclosed
Active participants
121
Accounts w/ balance
108
Plan assets (EOY)
$138K
Net assets (EOY)
$138K
How this plan invests
This plan
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
90
Concentration risk
81
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Filed 2.4 months past the 10.5-month grace window.
- Top holding "Vanguard Total Stock Market Index Fund Admiral Shares N/A" is 39% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RUBIDELL CONDOMINIUM ASSOCIATION.
Plan sponsor
Name
RUBIDELL CONDOMINIUM ASSOCIATION
EIN
39-1658824
Address
W6940 RUBIDELL RD · WATERTOWN, WI · 53094
Phone
(920) 261-7505
Industry
Accommodation & Food Servicessee 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
2026-01-27
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SVA CERTIFIED PUBLIC ACCOUNTANTS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
6 direct securities· $137K(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares N/A | — | — | — | $53K | 38.4% | |
| Vanguard Total International Stock Index Fund Admiral Shares N/A | — | — | — | $34K | 24.9% | |
| Vanguard Total Bond Market Index Fund Admiral Shares N/A | — | — | — | $23K | 16.4% | |
| Vanguard Total International Bond Index Fund Admiral Shares N/A | — | — | — | $10K | 7.0% | |
| Vanguard Growth Index Fund Admiral Shares N/A 600 Vanguard Mid Cap Index Fund Admiral Shares N/A 220 Vanguard Real Estate Index Fund Admiral Shares N/A | — | — | — | $9K | 6.7% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares N/A | — | — | — | $8K | 5.5% |
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