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Original filing (PDF)20250923143650NAL0002613187001
RUEN DRILLING, INC.
Form 5500
FILING_RECEIVED
RUEN DRILLING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
155
Accounts w/ balance
170
Plan assets (EOY)
$20.7M
Net assets (EOY)
$20.7M
How this plan invests
This plan
1 pooled trust
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RUEN DRILLING, INC..
Plan sponsor
Name
RUEN DRILLING, INC.
EIN
82-0369196
Address
P.O. BOX 267 · CLARK FORK, ID · 83811
Phone
(208) 266-1151
Industry
Constructionsee 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
2025-09-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRESNELL GAGE, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES LLC | 74-2715820 | WACO, TX | RECORDKEEPER | $7K | — |
Investments
19 direct securities · 1 pooled fund· $21.2M(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.
Uncategorized
$19.5M
19 holdings
Common Collective Trust
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Columbia Dividend Income 76,507 shares | — | — | — | $2.5M | 12.2% | |
| T. Rowe Price All-Cap Opp 33,221 shares | — | — | — | $2.4M | 11.8% | |
| Vanguard Growth & Income 19,528 shares | — | — | — | $2.0M | 9.6% | |
| PIMCO Income Fund 181,303 shares | — | — | — | $1.9M | 9.2% | |
| Vanguard Developed Markets Index 124,050 shares | — | — | — | $1.9M | 9.2% | |
| Wells Fargo Stable Value Fund 30,228 units | — | — | — | $1.7M | 8.4% | |
| GALLIARD STABLE RETURN FUND M ALLSPRING COLLECTIVE INVESTMENT TRUST · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $1.7M | 8.4% | |
| American Funds Bond Fund of Amer 134,356 shares | — | — | — | $1.5M | 7.2% | |
| MFS Mid Cap Growth Fund 41,876 shares | — | — | — | $1.3M | 6.4% | |
| Neuberger Berman Small Cap Growth 23,466 shares | — | — | — | $1.2M | 5.7% | |
| Franklin Small Cap Value 16,753 shares | — | — | — | $1.0M | 4.9% | |
| Vanguard Mid Cap Index 1,505 shares | — | — | — | $492K | 2.4% | |
| Principal Small Cap S&P 600 Index 17,348 shares | — | — | — | $473K | 2.3% | |
| Putnam International Capital Opp 9,106 shares | — | — | — | $356K | 1.7% | |
| American Funds New World 2,919 shares | — | — | — | $225K | 1.1% | |
| Putnam Convertible Sec 6,605 shares | — | — | — | $169K | 0.8% | |
| Invesco Gold & Precious Metals 5,451 shares | — | — | — | $140K | 0.7% | |
| Columbia Balanced 1,844 shares | — | — | — | $94K | 0.5% | |
| Principal Real Estate Securities Fund 1,287 shares | — | — | — | $35K | 0.2% | |
| Cash 15,468 units | — | — | — | $15K | <0.1% |
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