Original filing (PDF)20260113121440NAL0014333873001

RUETER & ZENOR COMPANY

Name: RUETER & ZENOR COMPANY — RUETER & ZENOR COMPANY PROFIT SHARING PLAN, Form 5500 (2024)
Creator: RUETER & ZENOR COMPANY

Form 5500-SF

FILING_RECEIVED

RUETER & ZENOR COMPANY PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

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 RUETER & ZENOR COMPANY.

Plan sponsor

Name

RUETER & ZENOR COMPANY

EIN

42-1011871

Address

PO BOX 227 · GRAND JUNCTION, IA · 501070227

Phone

(515) 738-2571

Industry

Retail Tradesee all

Plan administrator

Name

THE FINWAY GROUP, LLC

EIN

42-1468222

City

W. DES MOINES, IA

Phone

(515) 226-0974

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-13

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

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

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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