Original filing (PDF)20250630085231NAL0017086976001

RURAL OFFICE OF COMMUNITY SERVICES

Name: RURAL OFFICE OF COMMUNITY SERVICES — RURAL OFFICE OF COMMUNITY SERVICES TAX DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: RURAL OFFICE OF COMMUNITY SERVICES

Form 5500-SF

FILING_RECEIVED

RURAL OFFICE OF COMMUNITY SERVICES TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Signals · 1

No auditor on file

Active participants

173

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RURAL OFFICE OF COMMUNITY SERVICES.

Plan sponsor

Name

RURAL OFFICE OF COMMUNITY SERVICES

EIN

46-0365648

Address

107 S. MAIN AVE. · PO BOX 547 · WAGNER, SD · 57380

Phone

(605) 487-7634

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

THE FINWAY GROUP, LLC

EIN

42-1468222

City

WEST DES MOINE, IA

Phone

(515) 226-0974

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-30

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2S · Automatic enrollment

2T · Default investment account (QDIA)

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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