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Original filing (PDF)20260115072749NAL0006779411001
RICHTER PRECISION INC
Form 5500
FILING_RECEIVED
RICHTER PRECISION INC GROUP MEDICAL PLAN
Health & welfare plan
Signals · 3
100% in single holding~8647 bps in Sched C feesNo recordkeeper disclosed
Active participants
100
Accounts w/ balance
—
Plan assets (EOY)
$93K
Net assets (EOY)
-$22K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Interest-Bearing Savings Account * UMB Bank N.A. UMB Bank N.A. Interest-Bearing Savings Account" is 100% of plan.
- 8647 bps in Schedule C fees — 5373% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RICHTER PRECISION INC.
Plan sponsor
Name
RICHTER PRECISION INC
EIN
23-2075767
Address
1021 COMMERCIAL AVE · EAST PETERSBURG, PA · 175201601
Phone
(717) 560-9990
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-15
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
RKL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENGLE-HAMBRIGHT & DAVIES, INC | 23-0558310 | — | BROKER | $55K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $19K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $7K | — |
Investments
1 direct security· $82K(89% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Interest-Bearing Savings Account * UMB Bank N.A. UMB Bank N.A. Interest-Bearing Savings Account | — | — | $82K | $82K | 88.7% |
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