How big is A Rudin Inc.'s plan?

A Rudin Inc.'s plan reported $3.7M in assets and 115 participants for 2024.

Original filing (PDF)20250730172128NAL0002556803001

A Rudin Inc.

Name: A Rudin Inc. — A Rudin Inc. 401(k) Profit Sharing, Form 5500 (2024)
Creator: A Rudin Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

A Rudin Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · A Rudin Inc.'s A Rudin Inc. 401(k) Profit Sharing Plan & Trust held $3.7M in plan assets for 115 participants in 2024.

Signals · 4

Possibly inadequate fidelity bond26% in single holdingCorrective distributions issuedNo recordkeeper disclosed

Active participants

115

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Steven Huston signed A Rudin Inc.'s 2024 Form 5500 as plan administrator.

Steven Huston — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

A Rudin Inc.'s EIN is 95-2497529.

EIN 95-2497529

Plan number 001

Plan year 2024

ACK ID 20250730172128NAL0002556803001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

A Rudin Inc.'s plan includes profit-sharing, 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 A RUDIN INC.

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How this plan invests

This plan

24 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Fidelity bond appears below the 10%-of-assets requirement.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).
Bottom-decile employer contributions per participant (5th percentile).

Plan sponsor

Name

A RUDIN INC

EIN

all filings

Address

6062 ALCOA AVE · VERNON, CA · 900583902

Phone

(323) 589-5547

Industry

Manufacturing

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)

2J · 401(k) feature

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

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

HOLTHOUSE CARLIN & VAN TRIGT LLP

Service providers (Schedule C)

1 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER	13-5674085	NEW YORK, NY	INVESTMENT ADVISORY PLAN	$20K	—

Investments

24 direct securities· $3.7M(98% of reported assets)

Other securities

$3.0M

10 holdings

Mutual Funds

$325K

11 holdings

Cash / Money Market

$206K

1 holding

Common Collective Trusts

$154K

1 holding

U.S. Treasuries

$1K

1 holding

					% of plan
BlackRock LifePath Index Retirement Fund Mutual fund	Other securities	—	—	$962K	25.9%
BlackRock LifePath Index 2030 Fund Asset allocation mutual fund	Other securities	—	—	$888K	23.9%
BlackRock LifePath Index 2035 Fund Asset allocation mutual fund	Other securities	—	—	$551K	14.8%
Investments BlackRock Liquidity FedFund Money market mutual fund	Cash / Money Market	—	—	$206K	5.6%
BlackRock LifePath Index 2040 Fund Asset allocation mutual fund	Other securities	—	—	$177K	4.8%
iShares S&P 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$154K	4.2%
BlackRock LifePath Index 2045 Fund Asset allocation mutual fund	Other securities	—	—	$142K	3.8%
American Funds American Mutual Fund Mutual fund	Mutual Funds	—	—	$102K	2.7%
MFS Growth Fund Mutual fund	Mutual Funds	—	—	$97K	2.6%
JPMorgan U.S. Equity Fund Mutual fund	Other securities	—	—	$81K	2.2%
BlackRock LifePath Index 2050 Fund Asset allocation mutual fund	Other securities	—	—	$76K	2.1%
Neuberger Berman Mid Cap Growth Fund Mutual fund	Other securities	—	—	$60K	1.6%
MFS Conservative Allocation Fund Mutual fund	Mutual Funds	—	—	$38K	1.0%
PGIM Global Total Return Fund Mutual fund 157 PGIM High Yield Fund Mutual fund	Other securities	—	—	$23K	0.6%
Franklin Small Cap Growth Fund Mutual fund	Mutual Funds	—	—	$19K	0.5%
PIMCO CommoditiesPLUS Strategy Fund Mutual fund	Mutual Funds	—	—	$15K	0.4%
MFS Growth Allocation Fund Mutual fund	Mutual Funds	—	—	$15K	0.4%
American Funds New World Fund Mutual fund 909 Victory Trivalent International Small-Cap Fund Mutual fund	Mutual Funds	—	—	$15K	0.4%
Invesco Global Fund Mutual fund	Mutual Funds	—	—	$11K	0.3%
MFS Moderate Allocation Fund Mutual fund	Mutual Funds	—	—	$9K	0.2%
BlackRock LifePath Index 2055 Fund Asset allocation mutual fund	Other securities	—	—	$7K	0.2%
Invesco Real Estate Fund Mutual fund	Mutual Funds	—	—	$2K	<0.1%
American Funds 2025 Target Date Fund Asset allocation mutual fund	Mutual Funds	—	—	$2K	<0.1%
JPMorgan Government Bond Fund Mutual fund	U.S. Treasuries	—	—	$1K	<0.1%