How big is Rural Transit Enterprises Coordinated, Inc.'s plan?

Rural Transit Enterprises Coordinated, Inc.'s plan reported $4.8M in assets and 163 participants for 2023.

Original filing (PDF)20250618102713NAL0003700704001

Rural Transit Enterprises Coordinated, Inc.

Name: Rural Transit Enterprises Coordinated, Inc. — Form 5500 Plan 001 (2023)
Creator: Rural Transit Enterprises Coordinated, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

RTEC 401(k) Plan

401(k) retirement plan · Rural Transit Enterprises Coordinated, Inc.'s RTEC 401(k) Plan held $4.8M in plan assets for 163 participants in 2023, with Empower as recordkeeper.

Signals · 2

Late filing · 1.1 mo71% in single holding

Active participants

163

Accounts w/ balance

165

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

Shirley Cummins signed Rural Transit Enterprises Coordinated, Inc.'s 2023 Form 5500 as plan administrator.

Shirley Cummins — 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

Rural Transit Enterprises Coordinated, Inc.'s EIN is 61-1167841.

EIN 61-1167841

Plan number 001

Plan year 2023

ACK ID 20250618102713NAL0003700704001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Rural Transit Enterprises Coordinated, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Rural Transit Enterprises Coordinated, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RURAL TRANSIT ENTERPRISES COORDINATED, INC..

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How this plan invests

This plan

2 pooled trusts

Schedule D

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 1.1 months past the 10.5-month grace window.

Plan sponsor

Name

RURAL TRANSIT ENTERPRISES COORDINATED, INC.

EIN

all filings

Address

P.O. BOX 746 · MOUNT VERNON, KY · 404562239

Phone

(606) 256-9835

Industry

Transportation & Warehousing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-06-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$263	—
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EDWARD D JONES & CO LP

Investments

24 direct securities · 2 pooled funds· $6.2M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Bonds / Notes

$3.4M

1 holding

Pooled Separate Account

$1.4M

2 holdings

Mutual Funds

$1.0M

17 holdings

Common Stocks

$414K

6 holdings

					% of plan
Talcott Resolution Life Ins. Co. General Investment Contract, 3% fixed rate -	Bonds / Notes	—	—	$3.4M	70.5%
HARTFORD ADVANTAGE TK1 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000	Pooled Separate Account	—	—	$1.0M	20.9%
SEPARATE ACCOUNT K1 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000	Pooled Separate Account	—	—	$414K	8.6%
Talcott Resolution Life Ins. Co. Hartford Midcap HLS IB -	Common Stocks	—	—	$155K	3.2%
Talcott Resolution Life Ins. Co. Mfs Blended Research Core Equity R3 -	Mutual Funds	—	—	$147K	3.1%
Talcott Resolution Life Ins. Co. Hartford Disciplined Equity HLS IB -	Common Stocks	—	—	$130K	2.7%
Talcott Resolution Life Ins. Co. American Funds Growth Fund Of Amer R3 -	Mutual Funds	—	—	$118K	2.5%
Talcott Resolution Life Ins. Co. Invesco Small Cap Growth A -	Mutual Funds	—	—	$106K	2.2%
Talcott Resolution Life Ins. Co. American Funds Amcap R3 -	Mutual Funds	—	—	$99K	2.1%
Talcott Resolution Life Ins. Co. American Funds American Balanced R3 -	Mutual Funds	—	—	$90K	1.9%
Talcott Resolution Life Ins. Co. American Funds American Mutual R3 -	Mutual Funds	—	—	$74K	1.5%
Talcott Resolution Life Ins. Co. Hartford Dividend And Growth HLS IB -	Common Stocks	—	—	$64K	1.3%
Talcott Resolution Life Ins. Co. American Funds Capital Income Bldr R3 -	Mutual Funds	—	—	$60K	1.2%
Talcott Resolution Life Ins. Co. American Funds Fundamental Invs R3 -	Mutual Funds	—	—	$53K	1.1%
Talcott Resolution Life Ins. Co. American Funds New Economy R3 -	Mutual Funds	—	—	$46K	1.0%
Talcott Resolution Life Ins. Co. American Funds New Perspective R3 -	Mutual Funds	—	—	$45K	0.9%
Talcott Resolution Life Ins. Co. Hartford Stock HLS IB -	Common Stocks	—	—	$40K	0.8%
Talcott Resolution Life Ins. Co. American Funds Income Fund Of Amer R3 -	Mutual Funds	—	—	$40K	0.8%
Talcott Resolution Life Ins. Co. American Funds Europacific Growth R3 -	Mutual Funds	—	—	$39K	0.8%
Talcott Resolution Life Ins. Co. American Funds Bond Fund Of Amer R3 -	Mutual Funds	—	—	$28K	0.6%
Talcott Resolution Life Ins. Co. American Funds Washington Mutual R3 -	Mutual Funds	—	—	$23K	0.5%
Talcott Resolution Life Ins. Co. Lord Abbett Affiliated P -	Mutual Funds	—	—	$15K	0.3%
Talcott Resolution Life Ins. Co. Hartford Total Return Bond HLS IB -	Common Stocks	—	—	$13K	0.3%
Talcott Resolution Life Ins. Co. Pimco Income A -	Mutual Funds	—	—	$12K	0.2%
Talcott Resolution Life Ins. Co. Hartford Balanced HLS IB -	Common Stocks	—	—	$12K	0.2%
Talcott Resolution Life Ins. Co. American Funds Invmt Co Of Amer R3 -	Mutual Funds	—	—	$8K	0.2%