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Original filing (PDF)20250729103641NAL0002611729001
RTC INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
RTC RETIREMENT PLAN FOR UNION ASSOCIATES
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
122
Accounts w/ balance
139
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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 (18 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RTC INDUSTRIES, INC..
Plan sponsor
Name
RTC INDUSTRIES, INC.
EIN
36-2264021
Address
2800 GOLF ROAD · ROLLING MEADOWS, IL · 60008
Phone
(847) 640-2400
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
2025-07-29
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)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $9K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $2K | — |
Investments
24 direct securities · 1 pooled fund· $5.6M(94% of reported assets)
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.
Uncategorized
$4.9M
23 holdings
Common Collective Trust
$760K
1 holding
Mutual Funds
$3K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group, Inc. Vanguard Target Retirement 2025 Fund | — | — | — | $1.0M | 17.1% | |
| VFTC RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $760K | 12.6% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2030 Fund | — | — | — | $641K | 10.7% | |
| The Vanguard Group, Inc. Vanguard Target Retirement Income | — | — | — | $636K | 10.6% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2020 Fund | — | — | — | $516K | 8.6% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2035 Fund | — | — | — | $290K | 4.8% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2040 Fund | — | — | — | $278K | 4.6% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2045 Fund | — | — | — | $227K | 3.8% | |
| The Vanguard Group, Inc. Vanguard 500 Index Fund Investor Shares | — | — | — | $213K | 3.5% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2050 Fund | — | — | — | $182K | 3.0% | |
| The Vanguard Group, Inc. Vanguard PRIMECAP Fund Investor Shares | — | — | — | $138K | 2.3% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2055 Fund | — | — | — | $132K | 2.2% | |
| The Vanguard Group, Inc. Vanguard Wellington Fund Investor Shares | — | — | — | $121K | 2.0% | |
| The Vanguard Group, Inc. Vanguard International Growth Fund Investor Shares | — | — | — | $96K | 1.6% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2060 Fund | — | — | — | $92K | 1.5% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2065 Fund | — | — | — | $88K | 1.5% | |
| The Vanguard Group, Inc. Vanguard Total Bond Market Index Fund Investor Shares | — | — | — | $75K | 1.2% | |
| The Vanguard Group, Inc. Vanguard Windsor II Fund Investor Shares | — | — | — | $47K | 0.8% | |
| The Vanguard Group, Inc. Vanguard Small-Cap Index Fund Investor Shares | — | — | — | $39K | 0.7% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2070 Fund | — | — | — | $15K | 0.2% | |
| The Vanguard Group, Inc. Vanguard Mid-Cap Index Fund Investor Shares | — | — | — | $13K | 0.2% | |
| The Vanguard Group, Inc. Vanguard Capital Opportunity Fund Investor Shares | — | — | — | $4K | <0.1% | |
| The Vanguard Group, Inc. Vanguard Cash Reserves Federal MM Fund Admiral Shares ** 825 * The Vanguard Group, Inc. Vanguard Explorer Fund Investor Shares | — | — | — | $3K | <0.1% | |
| Royce Funds Royce Micro-Cap Fund; Service Class | Mutual Funds | — | — | $3K | <0.1% | |
| The Vanguard Group, Inc. Vanguard International Explorer Fund | — | — | — | $2K | <0.1% |
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