How big is RBR Alliance, Inc.'s plan?

RBR Alliance, Inc.'s plan reported $6.6M in assets and 332 participants for 2024.

Original filing (PDF)20260309100656NAL0002472354001

RBR Alliance, Inc.

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

Form 5500

FILING_RECEIVED

RBR Alliance, Inc. 401(k) Plan

401(k) retirement plan · RBR Alliance, Inc.'s RBR Alliance, Inc. 401(k) Plan held $6.6M in plan assets for 332 participants in 2024, with Fidelity as recordkeeper.

Active participants

332

Accounts w/ balance

196

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

Plan identifiers

RBR Alliance, Inc.'s EIN is 84-1755614.

EIN 84-1755614

Plan number 002

Plan year 2024

ACK ID 20260309100656NAL0002472354001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

RBR Alliance, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RBR ALLIANCE, INC..

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How this plan invests

This plan

19 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Plan sponsor

Name

RBR ALLIANCE, INC.

EIN

all filings

Address

P.O. BOX 384 · GEORGETOWN, IN · 47122

Phone

(812) 738-2408

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-09

Pension benefit codes

2A · Age/service weighted or new comparability

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INV INST OPS CO LLC	04-2647786	—	RECORDKEEPER	$26K	—

Investments

19 direct securities· $6.5M(99% of reported assets)

Mutual Funds

$6.4M

12 holdings

Other securities

$100K

1 holding

Common Collective Trusts

$39K

6 holdings

					% of plan
Fidelity Mutual Fund - Fidelity Freedom Index 2025 Fund	Mutual Funds	—	—	$1.5M	21.9%
Fidelity Mutual Fund - Fidelity Freedom Index 2040 Fund	Mutual Funds	—	—	$1.2M	18.8%
Fidelity Mutual Fund - Fidelity Freedom Index 2035 Fund	Mutual Funds	—	—	$1.0M	15.2%
Fidelity Mutual Fund - Fidelity Freedom Index 2030 Fund	Mutual Funds	—	—	$833K	12.6%
Fidelity Mutual Fund - Fidelity Freedom Index 2015 Fund	Mutual Funds	—	—	$625K	9.5%
Fidelity Mutual Fund - Fidelity Freedom Index 2020 Fund	Mutual Funds	—	—	$374K	5.7%
Fidelity Mutual Fund - Fidelity Freedom Index 2045 Fund	Mutual Funds	—	—	$278K	4.2%
Fidelity Mutual Fund - Fidelity Freedom Index 2050 Fund	Mutual Funds	—	—	$257K	3.9%
Fidelity Mutual Fund - Fidelity Freedom Index 2055 Fund	Mutual Funds	—	—	$230K	3.5%
Notes receivable from participants dates through January 2030 -0-	Other securities	—	—	$100K	1.5%
Fidelity Mutual Fund - Fidelity Freedom Index 2060 Fund	Mutual Funds	—	—	$76K	1.2%
Fidelity Mutual Fund - Fidelity Large Cap Growth Index Fund	Common Collective Trusts	—	—	$21K	0.3%
Fidelity Mutual Fund - Fidelity Freedom Index Income Fund	Mutual Funds	—	—	$15K	0.2%
Fidelity Mutual Fund - Fidelity US Bond Index Fund	Common Collective Trusts	—	—	$12K	0.2%
Fidelity Mutual Fund - Fidelity Freedom Index 2065 Fund	Mutual Funds	—	—	$7K	0.1%
Fidelity Mutual Fund - Fidelity Large Cap Value Index Fund	Common Collective Trusts	—	—	$3K	<0.1%
Vanguard Mutual Fund - Vanguard Short Term Inflation Protected Securities Index Fund	Common Collective Trusts	—	—	$2K	<0.1%
Fidelity Mutual Fund - Fidelity 500 Index Fund	Common Collective Trusts	—	—	$1K	<0.1%
Fidelity Mutual Fund - Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$1K	<0.1%