Original filing (PDF)20250430132956NAL0002778432001

RAY & KAY ECKSTEIN CHARITABLE TRUST

Name: RAY & KAY ECKSTEIN CHARITABLE TRUST — RAY & KAY ECKSTEIN CHARITABLE TRUST 401(K) PLAN, Form 5500 (2024)
Creator: RAY & KAY ECKSTEIN CHARITABLE TRUST

Form 5500-SF

FILING_RECEIVED

RAY & KAY ECKSTEIN CHARITABLE TRUST 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$258K

Net assets (EOY)

$258K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RAY & KAY ECKSTEIN CHARITABLE TRUST.

Plan sponsor

Name

RAY & KAY ECKSTEIN CHARITABLE TRUST

EIN

39-6786592

Address

4965 VILLAGE SQUARE DRIVE, SUITE A · PADUCAH, KY · 42001

Phone

(270) 534-8930

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

2025-04-30

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

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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