Original filing (PDF)20250618102713NAL0003700704001

RURAL TRANSIT ENTERPRISES COORDINATED, INC.

Name: RURAL TRANSIT ENTERPRISES COORDINATED, INC. — RTEC 401(K) PLAN, Form 5500 (2023)
Creator: RURAL TRANSIT ENTERPRISES COORDINATED, INC.

Form 5500

FILING_RECEIVED

RTEC 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 1.1 mo

Active participants

163

Accounts w/ balance

165

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RURAL TRANSIT ENTERPRISES COORDINATED, INC..

Plan sponsor

Name

RURAL TRANSIT ENTERPRISES COORDINATED, INC.

EIN

61-1167841

Address

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

Phone

(606) 256-9835

Industry

Transportation & Warehousingsee all

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 ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EDWARD D JONES & CO LP	—	ST LOUIS, MO	INVESTMENT ADVISOR	$13K	—

Other

Name	EIN	Location	Relation	Direct comp

Investments

2 pooled funds· $1.4M(29% 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.

Investment	Type	Current value	% of plan
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%