· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
RURAL DEVELOPMENT INITIATIVES, INC. — RDI RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250730152055NAL0006972352001
RURAL DEVELOPMENT INITIATIVES, INC.
Form 5500-SF
FILING_RECEIVED
RDI RETIREMENT PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
27
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
RURAL DEVELOPMENT INITIATIVES, INC.
.
Find decision makers
Plan sponsor
Name
RURAL DEVELOPMENT INITIATIVES, INC.
EIN
93-1073746
Address
91017 S WILLAMETTE STREET · COBURG, OR · 97408
Phone
(458) 215-8396
Industry
Other Services (ex. Public Admin)
see 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
2025-07-30
Pension benefit codes
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
CULPEPER WELLNESS FOUNDATION
CULPEPER WELLNESS FOUNDATION 401(K) PLAN
$1.2M · 68 participants
MORNING STAR BAPTIST CHURCH
MORNING STAR BAPTIST CHURCH 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 30 participants
BOYS & GIRLS CLUBS OF WAYNE COUNTY INDIANA
BOYS & GIRLS CLUBS OF WAYNE COUNTY INDIANA 401(K) PLAN
$1.2M · 36 participants
CROSSROADS FOR WOMEN, INC.
CROSSROADS FOR WOMEN, INC. 401(K) PLAN
$1.2M · 56 participants
ROBERT N DUSEK
DAI PROFIT SHARING TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.2M · 2 participants
BELVEDERE CONDOMINIUM UNIT OWN
BELVEDERE CONDOMINIUM UNIT OWN 401(K) PROFIT SHARING PLAN & TRUST
$1.3M · 15 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
