Original filing (PDF)20251013182915NAL0003959474001

RUDY'S Markets, Inc.

Name: RUDY'S Markets, Inc. — RUDY'S Markets, Inc. 401(k), Form 5500 (2024)
Creator: RUDY'S Markets, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

RUDY'S Markets, Inc. 401(k) Retirement Plan

401(k) retirement plan · RUDY'S Markets, Inc.'s RUDY'S Markets, Inc. 401(k) Retirement Plan covered 152 participants in 2024.

Signals · 2

No auditor on fileNo recordkeeper disclosed

Active participants

152

Accounts w/ balance

117

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

Average plan with room to improve

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

100

Knocking points off

No independent qualified public accountant (IQPA) named.

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 RUDY'S MARKETS, INC..

Plan sponsor

Name

RUDY'S MARKETS, INC.

EIN

93-1068761all filings

Address

1121 NW NEWPORT · BEND, OR · 97703

Phone

(541) 382-3940

Industry

Supermarkets & Other Grocery Stores· Retail Trade

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2J · 401(k) feature

2K · 401(m) arrangement

2A · Age/service weighted or new comparability

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $11K

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.