Back to filter
Original filing (PDF)20250714171827NAL0002102816001
THE RDI GROUP GENERAL PARTNERSHIP
Form 5500
FILING_RECEIVED
THE RDI GROUP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
109
Accounts w/ balance
127
Plan assets (EOY)
$22.5M
Net assets (EOY)
$22.5M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE RDI GROUP GENERAL PARTNERSHIP.
Plan sponsor
Name
THE RDI GROUP GENERAL PARTNERSHIP
DBA
ELI ORFANOS
EIN
36-4344424
Address
1025 WEST THORNDALE AVE. · ITASCA, IL · 60143
Phone
(630) 274-0635
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
WEISS & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $47K | — |
Investments
1 pooled fund· $2.1M(10% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | $2.1M | 9.5% |
Related plans
Other plans using UBS FINANCIAL SERVICES INC
COGNIZANT TECHNOLOGY SOLUTIONS
COGNIZANT TECHNOLOGY SOLUTIONS 401(K) SAVINGS PLAN
$3.0B · 38,923 participants
LYONDELL CHEMICAL COMPANY
LYONDELLBASELL SAVINGS PLAN
$2.7B · 7,839 participants
GENUINE PARTS COMPANY
GENUINE PARTS COMPANY 401(K) SAVINGS PLAN
$2.5B · 31,464 participants
AMERICAN FINANCIAL GROUP, INC.
AMERICAN FINANCIAL GROUP 401K RETIREMENT AND SAVINGS PLAN
$2.3B · 7,790 participants
MGM RESORTS INTERNATIONAL
THE MGM RESORTS 401(K) SAVINGS PLAN
$2.2B · 37,717 participants
GENUINE PARTS COMPANY
GENUINE PARTS COMPANY PENSION PLAN
$2.0B · 3,705 participants
Similar-size Manufacturing plans
CORNERSTONE WAUSEON, INC.
CORNERSTONE WAUSEON 401(K) PLAN
$22.4M · 178 participants
CLARK MATERIAL HANDLING COMPANY
CLARK MATERIAL HANDLING COMPANY EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN
$22.2M · 228 participants
GWS HOLDINGS
GWS HOLDINGS 401(K) PLAN
$22.2M · 536 participants
DOOR SYSTEMS ASSA ABLOY US, INC.
DOOR SYSTEMS 401(K) PLAN
$22.2M · 416 participants
C.L. SMITH COMPANY
NOVVIA GROUP 401(K) PROFIT SHARING PLAN
$22.1M · 573 participants
ASHCROFT INC.
ASHCROFT INC. RETIREMENT PLAN FOR UNION EMPLOYEES
$21.9M · 81 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B