How big is Rittal North America LLC's plan?

Rittal North America LLC's plan reported $57.3M in assets and 895 participants for 2024.

Original filing (PDF)20251015051712NAL0003845553001

Rittal North America LLC

Name: Rittal North America LLC — Rittal 401(k) Plan, Form 5500 (2024)
Creator: Rittal North America LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Rittal 401(k) Plan

401(k) retirement plan · Rittal North America LLC's Rittal 401(k) Plan held $57.3M in plan assets for 895 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

895

Accounts w/ balance

1,025

Plan assets (EOY)

$57.3M

Net assets (EOY)

$57.3M

People on this filing

Karen Eckenrode signed Rittal North America LLC's 2024 Form 5500 as plan administrator.

Karen Eckenrode — 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

Rittal North America LLC's EIN is 31-1029409.

EIN 31-1029409

Plan number 001

Plan year 2024

ACK ID 20251015051712NAL0003845553001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rittal North America LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rittal North America LLC's plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RITTAL NORTH AMERICA LLC.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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).

Plan sponsor

Name

RITTAL NORTH AMERICA LLC

EIN

all filings

Address

ONE RITTAL PLACE · URBANA, OH · 43078

Phone

(937) 399-0500

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

2025-10-15

Pension benefit codes

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$87K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	ADVISOR	$55K	—
STRATEGIC ADVISORS, INC.

Investments

29 direct securities· $57.3M(100% of reported assets)

Mutual Funds

$45.3M

21 holdings

Other securities

$5.4M

6 holdings

Common Collective Trusts

$4.3M

1 holding

Common Stocks

$2.3M

1 holding

					% of plan
Goldman Sachs Large Cap Growth Insights Inst. R-6	Mutual Funds	—	—	$8.5M	14.8%
American Funds American Funds 2040 Target Date R-6	Mutual Funds	—	—	$5.7M	9.9%
American Funds American Funds 2035 Target Date R-6	Mutual Funds	—	—	$5.2M	9.0%
American Funds American Funds 2030 Target Date R-6	Mutual Funds	—	—	$5.2M	9.0%
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$4.3M	7.6%
American Funds American Funds 2045 Target Date R-6	Mutual Funds	—	—	$4.2M	7.4%
American Funds American Funds 2025 Target Date R-6	Mutual Funds	—	—	$3.1M	5.4%
Investments in fully benefit-responsive investment contract Standard Insurance Company Standard Ins. Co. Stable Asset Fund II	Common Stocks	—	—	$2.3M	4.0%
American Funds American Funds 2050 Target Date R-6	Mutual Funds	—	—	$2.2M	3.8%
Columbia Dividend Income Fund	Other securities	—	—	$2.1M	3.7%
American Funds American Funds 2055 Target Date R6	Mutual Funds	—	—	$1.8M	3.1%
American Funds The Bond Fund of America Class R-6	Mutual Funds	—	—	$1.6M	2.8%
Wells Fargo Asset Management Special Mid Cap Value Fund Class Admin	Other securities	—	—	$1.6M	2.8%
Fidelity Investments Fidelity International Index	Mutual Funds	—	—	$1.4M	2.4%
Fidelity Investments Fidelity Worldwide Fund	Mutual Funds	—	—	$1.3M	2.2%
American Funds American Funds 2060 Target Date R6	Mutual Funds	—	—	$1.2M	2.1%
with maturity dates from 2024 to 2030	Other securities	—	—	$1.1M	1.9%
Janus Henderson Janus Henderson Enterprise Fund Class N	Mutual Funds	—	—	$1.0M	1.8%
American Funds American Funds 2020 Target Date R-6	Mutual Funds	—	—	$932K	1.6%
Fidelity Investments Fidelity Small Cap Index	Mutual Funds	—	—	$719K	1.3%
BlackRock Emerging Markets Fund	Other securities	—	—	$494K	0.9%
PIMCO Income Fund Institutional Class	Mutual Funds	—	—	$399K	0.7%
Fidelity Investments Fidelity Mid Cap Index	Mutual Funds	—	—	$284K	0.5%
Fidelity Investments Fidelity Small Cap Value Fund	Mutual Funds	—	—	$198K	0.3%
American Funds American Funds 2065 Target Date R6	Mutual Funds	—	—	$189K	0.3%
American Funds American Funds 2010 Target Date R6	Mutual Funds	—	—	$154K	0.3%
American Funds American Funds 2015 Target Date R6	Mutual Funds	—	—	$134K	0.2%
American Century Small Cap Growth Fund R6 Class	Other securities	—	—	$44K	<0.1%
Neuberger Berman Neuberger Berman Real Estate Fund R6	Other securities	—	—	$12K	<0.1%