Original filing (PDF)20250723072647NAL0004029920001

RICE, VOELKER, L.L.C.

Name: RICE, VOELKER, L.L.C. — RICE, VOELKER, L.L.C. 401(K) PLAN, Form 5500 (2024)
Creator: RICE, VOELKER, L.L.C.

Form 5500-SF

FILING_RECEIVED

RICE, VOELKER, L.L.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RICE, VOELKER, L.L.C..

Plan sponsor

Name

RICE, VOELKER, L.L.C.

EIN

72-1308293

Address

625 GIROD STREET · SUITE B · MANDEVILLE, LA · 70448

Phone

(985) 898-3950

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

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)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

SEAWAY FINANCIAL, INC.

SEAWAY FINANCIAL, INC. 401(K) PLAN

$2.1M · 3 participants

TIME CAPITAL SECURITIES CORP.

TIME CAPITAL SECURITIES CORP. 401(K) PROFIT SHARING PLAN

$2.1M · 3 participants

UNION SYSTEMS INC.

UNION SYSTEMS 401(K) PLAN

$2.1M · 34 participants

MDP 6622, LLC DBA BUFFALO WEALTH PARTNERS

BUFFALO WEALTH PARTNERS 401(K) PLAN

$2.1M · 11 participants

CASHATT CAPITAL LLC

CASHATT CAPITAL LLC 401K PLAN

$2.1M · 1 participants