How big is RRSK Inc.'s plan?

RRSK Inc.'s plan reported $5.8M in assets and 14 participants for 2024.

Original filing (PDF)20250728135053NAL0003074224001

RRSK Inc.

Name: RRSK Inc. — Richard W. Kelton 401(k) Plan, Form 5500 (2024)
Creator: RRSK Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Richard W. Kelton 401(k) Plan

401(k) retirement plan · RRSK Inc.'s Richard W. Kelton 401(k) Plan held $5.8M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

Plan identifiers

RRSK Inc.'s EIN is 83-2395619.

EIN 83-2395619

Plan number 001

Plan year 2024

ACK ID 20250728135053NAL0003074224001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for RRSK Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

RRSK Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Plan sponsor

Name

RRSK INC.

EIN

all filings

Address

11 SUNSET DRIVE · LATHAM, NY · 12110

Phone

(518) 690-7996

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-07-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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