RITZ Safety LLC's EIN is 20-4254041.
Download the official 2024 Form 5500 (PDF) for RITZ Safety LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RITZ Safety LLC's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $60K | — |
| OPOC.US | 87-4188556 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CADARET, GRANT & CO., INC. |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.5M | 88.1% | |
| [Assets held in common collective trust] | Other | — | — | $627K | 6.5% | |
| RPAG/WILMINGTON LARGE CAP VALUE FD WILMINGTON · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $360K | 3.7% | |
| PUTNAM SMALL CAP GROWTH TRUST R WILMINGTON TRUST · EIN 26-2447110 / PN 001 | Common Collective Trust | — | — | $161K | 1.7% | |
| [Assets held in participant loans] | Other | — | — | $135K | 1.4% | |
| SSTATE ST US INF PRTCTD BD IDX NL F STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 168 | Common Collective Trust | — | — | $60K | 0.6% | |
| INTERNATIONAL GROWTH FUND II FEE CL WILMINGTON TRUST · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $46K | 0.5% | |
| RPAG/WILMINGTON CORE PLUS BOND FD R WILMINGTON · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $548 | <0.1% |
| 22-2361254 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $5K |
| — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | 24-4311657 | — | INVESTMENT ADVISORY-PLAN | $3K | — |