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Original filing (PDF)20250612173736NAL0013108819001
RAHR CORPORATION
Form 5500
FILING_RECEIVED
RAHR CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
392
Accounts w/ balance
537
Plan assets (EOY)
$78.8M
Net assets (EOY)
$78.8M
How this plan invests
This plan
18 collective trusts
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)
86
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 51% above peer band of 16 bps.
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 RAHR CORPORATION.
Plan sponsor
Name
RAHR CORPORATION
EIN
39-0556630
Address
800 WEST FIRST AVE · SHAKOPEE, MN · 553791148
Phone
(612) 710-0437
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $94K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $40K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COTA STREET INVESTMENT MGMT | — | SANTA BARBARA, CA | INVESTMENT MGMT | $56K | — |
Investments
18 pooled funds· $47.0M(60% 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.
Common Collective Trust
$40.5M
17 holdings
Pooled Separate Account
$6.5M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| COTA STREET MANAGED EQUITY ACCUMULA GREAT GRAY · EIN 38-4116855 / PN 523 | Common Collective Trust | $8.2M | 10.4% |
| LARGE CAP GROWTH / JPMORGAN INVST M EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | $6.5M | 8.3% |
| PGIM TARGET DATE 2035 INST 500 GREAT GRAY · EIN 38-7103946 / PN 190 | Common Collective Trust | $5.1M | 6.5% |
| PGIM TARGET DATE 2045 INST 500 GREAT GRAY · EIN 38-7103946 / PN 192 | Common Collective Trust | $5.1M | 6.4% |
| COTA STREET MANAGED BLEND DECUMULAT GREAT GRAY · EIN 38-4116859 / PN 527 | Common Collective Trust | $4.8M | 6.1% |
| COTA STREET MANAGED BLEND ACCUMULAT GREAT GRAY · EIN 38-4116856 / PN 524 | Common Collective Trust | $4.2M | 5.4% |
| PGIM TARGET DATE 2040 INST 500 GREAT GRAY · EIN 38-7103946 / PN 191 | Common Collective Trust | $3.0M | 3.8% |
| COTA STREET MANAGED EQUITY DECUMULA GREAT GRAY · EIN 38-4116858 / PN 526 | Common Collective Trust | $2.7M | 3.4% |
| PGIM TARGET DATE 2050 INST 500 GREAT GRAY · EIN 38-7103946 / PN 193 | Common Collective Trust | $2.0M | 2.6% |
| PGIM TARGET DATE 2030 INST 500 GREAT GRAY · EIN 38-7103946 / PN 189 | Common Collective Trust | $2.0M | 2.5% |
| PGIM TARGET DATE 2055 INST 500 GREAT GRAY · EIN 38-7103946 / PN 194 | Common Collective Trust | $1.4M | 1.8% |
| COHEN & STEERS US REALTY FUND CLASS COEHN & STEERS REALTY SHARES · EIN 42-1211722 / PN 003 | Common Collective Trust | $839K | 1.1% |
| PGIM TARGET DATE 2060 INST 500 GREAT GRAY · EIN 38-7103946 / PN 195 | Common Collective Trust | $436K | 0.6% |
| PGIM TARGET DATE 2025 INST 500 GREAT GRAY · EIN 38-7103946 / PN 188 | Common Collective Trust | $325K | 0.4% |
| PGIM TARGET DATE INCOM INST 500 GREAT GRAY · EIN 38-7103946 / PN 196 | Common Collective Trust | $153K | 0.2% |
| COTA STREET MANAGED FIXED INCOME DE GREAT GRAY · EIN 38-4116860 / PN 528 | Common Collective Trust | $136K | 0.2% |
| COTA STREET MANAGED FIXED INCOME AC GREAT GRAY · EIN 38-4116857 / PN 525 | Common Collective Trust | $55K | <0.1% |
| PGIM TARGET DATE 2020 INST 500 GREAT GRAY · EIN 38-7103946 / PN 187 | Common Collective Trust | $40K | <0.1% |