Original filing (PDF)20250925102023NAL0010350355001

RUSSELL LANDS, INC.

Name: RUSSELL LANDS, INC. — RUSSELL LANDS 401(K) RETIREMENT SAVINGS/PROFIT SHARING PLAN, Form 5500 (2024)
Creator: RUSSELL LANDS, INC.

Form 5500

FILING_RECEIVED

RUSSELL LANDS 401(K) RETIREMENT SAVINGS/PROFIT SHARING PLAN

401(k) retirement plan

Active participants

750

Accounts w/ balance

565

Plan assets (EOY)

$20.6M

Net assets (EOY)

$20.6M

How this plan invests

This plan

1 pooled trust

Schedule D

28 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (23rd percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Decision-maker contacts

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

Plan sponsor

Name

RUSSELL LANDS, INC.

EIN

63-0455398

Address

2544 WILLOW POINT ROAD · ALEXANDER CITY, AL · 35010

Phone

(256) 212-1434

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$52K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
REGIONS BANK	63-0371391	—	ADVISOR	$49K	—

Investments

28 direct securities · 1 pooled fund· $22.6M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$17.9M

26 holdings

Common Collective Trusts

$2.2M

1 holding

Common Collective Trust

$2.2M

1 holding

Bonds / Notes

$235K

1 holding

					% of plan
Fidelity Freedom 2020 Mutual Fund	Other securities	—	—	$2.4M	11.6%
Galliard Stable Return Fund C Common Collective Trust	Common Collective Trusts	—	—	$2.2M	10.7%
GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001	Common Collective Trust	—	—	$2.2M	10.7%
Fidelity Freedom 2035 Mutual Fund	Other securities	—	—	$1.8M	8.8%
Fidelity Freedom 2025 Mutual Fund	Other securities	—	—	$1.8M	8.6%
Fidelity 500 Index Mutual Fund	Other securities	—	—	$1.5M	7.1%
Fidelity Freedom 2030 Mutual Fund	Other securities	—	—	$1.3M	6.3%
JP Morgan Large Cap Growth Fund Mutual Fund	Other securities	—	—	$1.2M	5.8%
Fidelity Freedom 2040 Mutual Fund	Other securities	—	—	$1.2M	5.7%
Fidelity Freedom 2045 Mutual Fund	Other securities	—	—	$1.2M	5.6%
Fidelity Freedom 2055 Mutual Fund	Other securities	—	—	$1.0M	5.0%
Fidelity Freedom 2050 Mutual Fund	Other securities	—	—	$757K	3.7%
Fidelity Freedom 2060 Mutual Fund	Other securities	—	—	$579K	2.8%
MFS Value Fund Mutual Fund	Other securities	—	—	$568K	2.8%
JP Morgan Core Bond Fund Select Class Mutual Fund	Other securities	—	—	$514K	2.5%
Fidelity Freedom 2015 Mutual Fund	Other securities	—	—	$396K	1.9%
Fidelity International Index Mutual Fund	Other securities	—	—	$328K	1.6%
Virtus KAR Small-Cap Core Fund Mutual Fund	Other securities	—	—	$285K	1.4%
MFS Mid Cap Growth Fund Mutual Fund	Other securities	—	—	$249K	1.2%
participants to 9.50%; various maturity dates	Bonds / Notes	—	—	$235K	1.1%
John Hancock Disciplined Value Mid Cap Fund Mutual Fund	Other securities	—	—	$225K	1.1%
Fidelity Freedom 2065 Mutual Fund	Other securities	—	—	$171K	0.8%
Fidelity Freedom 2010 Mutual Fund	Other securities	—	—	$151K	0.7%
Fidelity Small Cap Index Mutual Fund	Other securities	—	—	$127K	0.6%
American Funds EuroPacific Growth Fund Mutual Fund	Other securities	—	—	$88K	0.4%
Fidelity Freedom Income Mutual Fund	Other securities	—	—	$80K	0.4%
Fidelity US Bond Index Mutual Fund	Other securities	—	—	$79K	0.4%
Dodge & Cox International Stock Fund Mutual Fund	Other securities	—	—	$34K	0.2%
American Century Small Cap Value Fund Mutual Fund	Other securities	—	—	$28K	0.1%