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Original filing (PDF)20251009171554NAL0007376289001
RETAIL TECHNOLOGY GROUP INC.
Form 5500
FILING_RECEIVED
RETAIL TECHNOLOGY GROUP INC. PROFIT SHARING PLAN TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
155
Accounts w/ balance
118
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
How this plan invests
This plan
1 pooled trust
Schedule D
78 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RETAIL TECHNOLOGY GROUP INC..
Plan sponsor
Name
RETAIL TECHNOLOGY GROUP INC.
EIN
20-0094609
Address
1663 FENTON BUSINESS PARK CT · FENTON, MO · 63026
Phone
(636) 680-8264
Industry
Information / Tech / Mediasee 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
2025-10-09
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ARMANINO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
| OPPENHEIMER AND CO | 13-5657518 | — | NONE | $0 | — |
Investments
49 direct securities · 1 pooled fund· $13.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$7.2M
49 holdings
Pooled Separate Account
$5.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $5.9M | 96.3% | |
| One America American Funds 2050 Target Date | — | — | — | $644K | 10.6% | |
| One America American Funds 2055 Target Date | — | — | — | $525K | 8.6% | |
| FIDELITY CONTRAFUND K6 MUTUAL FUND SHARES 0 | — | — | — | $477K | 7.8% | |
| One America Fidelity Contra Fund | — | — | — | $477K | 7.8% | |
| One America American Funds 2045 Target Date | — | — | — | $466K | 7.6% | |
| AMERICAN FUNDS AMERFDS 2040 TRGT DATE RET R6 MUTUAL FUND SHARES 0 | — | — | — | $394K | 6.5% | |
| One America American Funds 2030 Target Date | — | — | — | $322K | 5.3% | |
| AMERICAN FUNDS AMERFDS 2060 TRGT DATE RET R6 MUTUAL FUND SHARES 0 | — | — | — | $307K | 5.0% | |
| VANGUARD 500 INDEX ADM MUTUAL FUND SHARES 0 | — | — | — | $289K | 4.7% | |
| One America American Funds 2035 Target Date | — | — | — | $257K | 4.2% | |
| One America Vanguard Equity Income Fund | — | — | — | $184K | 3.0% | |
| PARTICIPANTS LOANS 5.25% TO 10% 0 | — | — | — | $178K | 2.9% | |
| FIDELITY ADV TECHNOLOGY Z MUTUAL FUND SHARES 0 | — | — | — | $158K | 2.6% | |
| VANGUARD TRGT RETIRE INC INV MUTUAL FUND SHARES 0 | — | — | — | $157K | 2.6% | |
| One America Vanguard Target Retirement Income | — | — | — | $157K | 2.6% | |
| One America JH Multimanager Balanced Lifestyle | — | — | — | $155K | 2.5% | |
| JOHN HANCOCK JHANCOCK MM LF BALANCED R6 MUTUAL FUND SHARES 0 | — | — | — | $155K | 2.5% | |
| One America Europacific Growth Fund | — | — | — | $152K | 2.5% | |
| AMERICAN FUNDS AMERFDS EUROPAC GRTH R6 MUTUAL FUND SHARES 0 | — | — | — | $152K | 2.5% | |
| One America Fidelity Advisor Total Bond | — | — | — | $145K | 2.4% | |
| One America Vanguard Mid Cap Index Fund | — | — | — | $131K | 2.1% | |
| AMERICAN FUNDS AMERFDS 2020 TRGT DATE RET R6 MUTUAL FUND SHARES 0 | — | — | — | $123K | 2.0% | |
| JOHN HANCOCK JHANCOCK MM LF AGGRESSIVE R6 MUTUAL FUND SHARES 0 | — | — | — | $114K | 1.9% | |
| One America JH Multimanager Aggressive Lifestyle | — | — | — | $114K | 1.9% | |
| One America Vanguard Explorer | — | — | — | $95K | 1.6% | |
| One America MFS Mid Cap Growth Fund | — | — | — | $87K | 1.4% | |
| INVESCO GLOBAL R6 MUTUAL FUND SHARES 0 | — | — | — | $83K | 1.4% | |
| One America Vanguard Target Retirement 2050 | — | — | — | $80K | 1.3% | |
| One America Small Cap Index Fund | — | — | — | $78K | 1.3% | |
| One America DFA International Value | — | — | — | $75K | 1.2% | |
| One America Vanguard Target Retirement 2035 | — | — | — | $70K | 1.1% | |
| One America Vanguard Target Retirement 2055 | — | — | — | $49K | 0.8% | |
| American United Life Insurance AUL Stable Value Account | — | — | — | $48K | 0.8% | |
| party collateral, par or maturity value (d) Cost (e) Current value AMERICAN BEACON AMBEACON SM CAP VAL R6 MUTUAL FUND SHARES 0 | — | — | — | $43K | 0.7% | |
| One America JS Multimanager Growth Lifestyle | — | — | — | $41K | 0.7% | |
| JOHN HANCOCK JHANCOCK MM LF GROWTH R6 MUTUAL FUND SHARES 0 | — | — | — | $41K | 0.7% | |
| One America American Funds 2025 Target Date | — | — | — | $34K | 0.6% | |
| AMERICAN FUNDS AMERFDS AMERICAN BALANCED R6 MUTUAL FUND SHARES 0 | — | — | — | $31K | 0.5% | |
| BLACKROCK HEALTH SCI OPPS K MUTUAL FUND SHARES 0 | — | — | — | $22K | 0.4% | |
| VANGUARD TRGT RETIRE 2045 INV MUTUAL FUND SHARES 0 | — | — | — | $20K | 0.3% | |
| One America American Funds 2015 Target Date | — | — | — | $17K | 0.3% | |
| One America Vanguard Target Retirement 2060 | — | — | — | $17K | 0.3% | |
| One America Vanguard Target Retirement 2030 | — | — | — | $11K | 0.2% | |
| One America Vanguard Total Bond Market Index | — | — | — | $6K | 0.1% | |
| VANGUARD ENERGY ADM MUTUAL FUND SHARES 0 | — | — | — | $6K | 0.1% | |
| OneAmerica American Funds 2065 Target Date | — | — | — | $4K | <0.1% | |
| One America MFS Mid Cap Value | — | — | — | $4K | <0.1% | |
| AMERICAN FUNDS AMERFDS SMCAP WORLD R6 MUTUAL FUND SHARES 0 | — | — | — | $3K | <0.1% | |
| One America Vanguard Total Intl Stock Index | — | — | — | $3K | <0.1% |
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