How big is R.L. Engebretson Co.'s plan?

R.L. Engebretson Co.'s plan reported $3.9M in assets and 19 participants for 2024.

Original filing (PDF)20250820163223NAL0005991600001

R.L. Engebretson Co.

Name: R.L. Engebretson Co. — R.L. Engebretson Co. 401(k), Form 5500 (2024)
Creator: R.L. Engebretson Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

R.L. Engebretson Co. 401(k) Plan

401(k) retirement plan · R.L. Engebretson Co.'s R.L. Engebretson Co. 401(k) Plan held $3.9M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Kimberly S. Manuel signed R.L. Engebretson Co.'s 2024 Form 5500 as plan administrator.

Kimberly S. Manuel — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

R.L. Engebretson Co.'s EIN is 45-0425994.

EIN 45-0425994

Plan number 001

Plan year 2024

ACK ID 20250820163223NAL0005991600001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for R.L. Engebretson Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

R.L. Engebretson Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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Plan health score

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

100

Helping the score