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Original filing (PDF)20250729104043NAL0001522115001
RTC INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
RTC RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
305
Accounts w/ balance
440
Plan assets (EOY)
$76.3M
Net assets (EOY)
$76.3M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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 (7 bps vs 16 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
003
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
2S · Automatic enrollment
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 | $29K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $27K | — |
Investments
27 direct securities · 1 pooled fund· $76.1M(100% 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
$70.6M
26 holdings
Common Collective Trust
$5.0M
1 holding
Mutual Funds
$531K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group, Inc. Vanguard 500 Index Fund Investor Shares | — | — | — | $11.7M | 15.3% | |
| The Vanguard Group, Inc. Vanguard PRIMECAP Fund Investor Shares | — | — | — | $7.4M | 9.7% | |
| The Vanguard Group, Inc. Vanguard Total Bond Market Index Fund Investor Shares | — | — | — | $6.9M | 9.0% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2035 Fund | — | — | — | $5.9M | 7.7% | |
| VANGUARD RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $5.0M | 6.5% | |
| The Vanguard Group, Inc. Vanguard Wellington Fund Investor Shares | — | — | — | $4.9M | 6.4% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2045 Fund | — | — | — | $4.4M | 5.7% | |
| The Vanguard Group, Inc. Vanguard Windsor II Fund Investor Shares | — | — | — | $3.7M | 4.9% | |
| The Vanguard Group, Inc. Vanguard International Growth Fund Investor Shares | — | — | — | $3.7M | 4.8% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2030 Fund | — | — | — | $3.0M | 3.9% | |
| The Vanguard Group, Inc. Vanguard Mid-Cap Index Fund Investor Shares | — | — | — | $2.9M | 3.8% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2025 Fund | — | — | — | $2.5M | 3.3% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2050 Fund | — | — | — | $2.3M | 3.0% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2040 Fund | — | — | — | $1.8M | 2.3% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2055 Fund | — | — | — | $1.7M | 2.2% | |
| The Vanguard Group, Inc. Vanguard Capital Opportunity Fund Investor Shares | — | — | — | $1.5M | 1.9% | |
| The Vanguard Group, Inc. Vanguard Small-Cap Index Fund Investor Shares | — | — | — | $1.4M | 1.9% | |
| The Vanguard Group, Inc. Vanguard International Explorer Fund | — | — | — | $1.4M | 1.9% | |
| The Vanguard Group, Inc. Vanguard Selected Value Fund | — | — | — | $1.3M | 1.7% | |
| The Vanguard Group, Inc. Vanguard Explorer Fund Investor Shares | — | — | — | $794K | 1.0% | |
| The Vanguard Group, Inc. Vanguard Target Retirement Income | — | — | — | $534K | 0.7% | |
| Royce Funds Royce Micro-Cap Fund; Service Class | Mutual Funds | — | — | $531K | 0.7% | |
| Participant loans Interest rates from 4.25% to 9.50% - 0 - | — | — | — | $376K | 0.5% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2065 Fund | — | — | — | $304K | 0.4% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2060 Fund | — | — | — | $244K | 0.3% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2020 Fund | — | — | — | $231K | 0.3% | |
| The Vanguard Group, Inc. Vanguard Cash Reserves Federal MM Fund Admiral Shares | — | — | — | $5K | <0.1% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2070 Fund | — | — | — | $2K | <0.1% |