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Original filing (PDF)20251015051712NAL0003845553001
RITTAL NORTH AMERICA LLC
Form 5500
FILING_RECEIVED
RITTAL 401(K) PLAN
401(k) retirement plan
Active participants
895
Accounts w/ balance
1,025
Plan assets (EOY)
$57.3M
Net assets (EOY)
$57.3M
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 (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 28 bps in Schedule C fees — 77% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RITTAL NORTH AMERICA LLC.
Plan sponsor
Name
RITTAL NORTH AMERICA LLC
EIN
31-1029409
Address
ONE RITTAL PLACE · URBANA, OH · 43078
Phone
(937) 399-0500
Industry
Manufacturingsee 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
2025-10-15
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)
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
ROEDL LANGFORD DE KOCK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $87K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $55K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH MANAGEMENT SYSTEMS INC | 22-3734996 | — | OTHER SERVICES | — | — |
Investments
29 direct securities· $57.3M(100% of reported assets)
Uncategorized
$48.9M
28 holdings
Mutual Funds
$8.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $5.7M | 9.9% | |
| American Funds American Funds 2035 Target Date R-6 | — | — | — | $5.2M | 9.0% | |
| American Funds American Funds 2030 Target Date R-6 | — | — | — | $5.2M | 9.0% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $4.3M | 7.6% | |
| American Funds American Funds 2045 Target Date R-6 | — | — | — | $4.2M | 7.4% | |
| American Funds American Funds 2025 Target Date R-6 | — | — | — | $3.1M | 5.4% | |
| Investments in fully benefit-responsive investment contract Standard Insurance Company Standard Ins. Co. Stable Asset Fund II | — | — | — | $2.3M | 4.0% | |
| American Funds American Funds 2050 Target Date R-6 | — | — | — | $2.2M | 3.8% | |
| Columbia Dividend Income Fund | — | — | — | $2.1M | 3.7% | |
| American Funds American Funds 2055 Target Date R6 | — | — | — | $1.8M | 3.1% | |
| American Funds The Bond Fund of America Class R-6 | — | — | — | $1.6M | 2.8% | |
| Wells Fargo Asset Management Special Mid Cap Value Fund Class Admin | — | — | — | $1.6M | 2.8% | |
| Fidelity Investments Fidelity International Index | — | — | — | $1.4M | 2.4% | |
| Fidelity Investments Fidelity Worldwide Fund | — | — | — | $1.3M | 2.2% | |
| American Funds American Funds 2060 Target Date R6 | — | — | — | $1.2M | 2.1% | |
| with maturity dates from 2024 to 2030 | — | — | — | $1.1M | 1.9% | |
| Janus Henderson Janus Henderson Enterprise Fund Class N | — | — | — | $1.0M | 1.8% | |
| American Funds American Funds 2020 Target Date R-6 | — | — | — | $932K | 1.6% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $719K | 1.3% | |
| BlackRock Emerging Markets Fund | — | — | — | $494K | 0.9% | |
| PIMCO Income Fund Institutional Class | — | — | — | $399K | 0.7% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | — | $284K | 0.5% | |
| Fidelity Investments Fidelity Small Cap Value Fund | — | — | — | $198K | 0.3% | |
| American Funds American Funds 2065 Target Date R6 | — | — | — | $189K | 0.3% | |
| American Funds American Funds 2010 Target Date R6 | — | — | — | $154K | 0.3% | |
| American Funds American Funds 2015 Target Date R6 | — | — | — | $134K | 0.2% | |
| American Century Small Cap Growth Fund R6 Class | — | — | — | $44K | <0.1% | |
| Neuberger Berman Neuberger Berman Real Estate Fund R6 | — | — | — | $12K | <0.1% |
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