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Original filing (PDF)20250711132309NAL0007394097001
RUTH ECKERD HALL, INC.
Form 5500
FILING_RECEIVED
RUTH ECKERD HALL, INC. TAX DEFERRED ANNUITY 403(B) PLAN
401(k) retirement plan
Signals · 1
~111 bps in Sched C fees
Active participants
383
Accounts w/ balance
189
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
Plan health score (directional)
81
/ 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
100
Participation health
65
Knocking points off
- 111 bps in Schedule C fees — 114% above peer band of 52 bps.
- Only 49% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RUTH ECKERD HALL, INC..
Plan sponsor
Name
RUTH ECKERD HALL, INC.
EIN
59-1803628
Address
1111 NORTH MCMULLEN BOOTH ROAD · CLEARWATER, FL · 33759
Phone
(727) 712-2762
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-11
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | — | FORT WAYNE, IN | RECORDKEEPER | $26K | — |
| MERRILL LYNCH | — | CHICAGO, IL | RECORDKEEPER | $13K | — |
| FUTUREPLAN BY ASCENSUS | — | DRESHER, PA | RECORDKEEPER | $6K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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