Original filing (PDF)20251015093824NAL0004468609001

RUDD & COMPANY PLLC

Name: RUDD & COMPANY PLLC — RUDD & COMPANY PLLC 401(K) PLAN, Form 5500 (2024)
Creator: RUDD & COMPANY PLLC

Form 5500

FILING_RECEIVED

RUDD & COMPANY PLLC 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

110

Accounts w/ balance

154

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

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

/ 100

Grade A

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RUDD & COMPANY PLLC.

Plan sponsor

Name

RUDD & COMPANY PLLC

EIN

82-0467399

Address

725 S. WOODRUFF AVE. · P.O. BOX 1895 · IDAHO FALLS, ID · 834031895

Phone

(208) 356-3677

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2G · Total participant-directed accounts

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $4K

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

			% of plan
RELIANCEMETLIFE GAC SERIES 25053 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013	Common Collective Trust	$4K	100.0%

1–1 of 1

Related plans

Similar-size CPA Offices plans

M. CHASE P.A. P.A. 401(K) PLAN

LENTOL, VIOLET, KIENITZ & COMPANY

LENTOL, VIOLET, KIENITZ & COMPANY 410K PROFIT SHARING PLAN

THORNHILL FINANCIAL, LLC

ANCORA - MEP

SANDLIN & COMPANY, LLC

SANDLIN & COMPANY, LLC 401(K) PLAN

JONI L CRAFT PA

JONI L CRAFT PA 401(K) SHARING PLAN & TRUST