Back to filter
Original filing (PDF)20250731132024NAL0006110961001
RUVILLA SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
RUVILLA SOLUTIONS, LLC HEALTH & WELFARE PLAN
Health & welfare plan
Signals · 4
100% in single holding~1692 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
194
Accounts w/ balance
—
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.3M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Partners Bank * and Trust Company Money Market Fund" is 100% of plan.
- 1692 bps in Schedule C fees — 3154% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RUVILLA SOLUTIONS, LLC.
Plan sponsor
Name
RUVILLA SOLUTIONS, LLC
EIN
46-2785456
Address
1528 SOUTH EL CAMINO REAL, STE 407 · SAN MATEO, CA · 94402
Phone
(650) 741-9284
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4B · Life Insurance
4Q · Other
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | ROSEVILLE, CA | AUDITOR | $25K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FCE BENEFIT ADMINISTRATORS, INC. | 33-0330036 | SAN MATEO, CA | PLAN SERVICE PROVIDER | $139K | — |
| USI INSURANCE SERVICES NTL, INC. | 13-3771734 | IRVINE, CA | PLAN SERVICE PROVIDER | $28K | — |
| TRUST MANAGEMENT SERVICES, INC. | 46-3922133 | SAN JOSE, CA | PLAN SERVICE PROVIDER | $26K | — |
| CIGNA HEALTH AND LIFE INSURANCE CO | 59-1031071 | — | PLAN SERVICE PROVIDER | $13K | — |
| FCE FINANCIAL SERVICES INC | 80-0636312 | SAN MATEO, CA | SERVICE PROVIDER | $12K | — |
Investments
1 direct security· $525K(37% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Partners Bank * and Trust Company Money Market Fund | — | — | $525K | $525K | 36.6% |
Related plans
Other plans using FCE BENEFIT ADMINISTRATORS, INC.
SODEXO MANAGEMENT, INC.
SODEXO MANAGEMENT, INC. HEALTH AND WELFARE PLAN
$10.6M · 1,160 participants
PACIFIC ARCHITECTS AND ENGINEERS, LLC
PACIFIC ARCHITECTS AND ENGINEERS, LLC SELF-INSURED HEALTH AND WELFARE PLAN FOR SCA EMPLOYEES
$5.2M · 4,797 participants
PEARL INTERACTIVE NETWORK, LLC
PEARL INTERACTIVE NETWORK, LLC HEALTH & WELFARE PLAN
$3.6M · 1,166 participants
CW RESOURCES, INC.
CW RESOURCES, INC. HEALTH & WELFARE PLAN
$3.3M · 1,505 participants
CHALLENGE UNLIMITED, INC.
CHALLENGE UNLIMITED, INC. HEALTH & WELFARE PLAN
$2.0M · 623 participants
ADAMS AND ASSOCIATES, INC.
ADAMS AND ASSOCIATES INC HEALTH AND WELFARE PLAN
$1.5M · 1,022 participants
Similar-size Construction plans
BOT OPERATIVE PLASTERERS AND CEMENT MASONS LOC 394 PENSION TRUST FUND
OPERATIVE PLASTERERS AND CEMENT MASONS LOCAL 394 PENSION TRUST FUND
$1.4M
ENGSTROM CONSTRUCTION INC
ENGSTROM CONSTRUCTION INC CASH BALANCE PLAN
$1.4M · 3 participants
YOHN CO., INC.
YOHN CO., INC. PROFIT SHARING PLAN AND TRUST
$1.4M · 47 participants
AMERICAN COATINGS CORP.
AMERICAN COATINGS CORP. 401(K) PROFIT SHARING PLAN
$1.4M · 32 participants
PARADISE POOLS AND LANDSCAPES, INC.
PARADISE POOLS 401(K) PLAN
$1.4M · 24 participants
CONSULTING AND INSPECTION SERVICES, LLC
CONSULTING AND INSPECTION SERVICES, LLC 401(K) PLAN
$1.4M · 4 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B