Original filing (PDF)20250716110733NAL0004761552001

RIC RODERICK AND ASSOCIATES

Name: RIC RODERICK AND ASSOCIATES — RIC RODERICK AND ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: RIC RODERICK AND ASSOCIATES

Form 5500-SF

FILING_RECEIVED

RIC RODERICK AND ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$639K

Net assets (EOY)

$639K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RIC RODERICK AND ASSOCIATES.

Plan sponsor

Name

RIC RODERICK AND ASSOCIATES

EIN

83-3061412

Address

7A SOUTH MULBERRY STREET · STATESBORO, GA · 30458

Phone

(912) 764-9314

Industry

Real Estatesee 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

2025-07-16

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

NORTHWOOD ENTERPRISES, LP

NORTHWOOD ENTERPRISES, LP 401(K) PLAN

$638K · 2 participants

NM 168, LLC

NM 168, LLC CASH BALANCE PLAN & TRUST

$635K · 9 participants

3701 INVESTMENTS, INC.

3701 INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN

$642K · 47 participants

IRON HILL CORPORATION

IRON HILL 401(K) PLAN

$633K · 6 participants

GLOBAL CORPORATE CENTER, INC

GLOBAL CORPORATE CENTER, INC DEFINED BENEFIT PENSION PLAN

$645K · 4 participants