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Original filing (PDF)20250917101907NAL0000270865001
RITCHIE ENGINEERING COMPANY, INC.
Form 5500
FILING_RECEIVED
RITCHIE ENGINEERING COMPANY SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Active participants
117
Accounts w/ balance
113
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RITCHIE ENGINEERING COMPANY, INC..
Plan sponsor
Name
RITCHIE ENGINEERING COMPANY, INC.
EIN
41-0728331
Address
10950 HAMPSHIRE AVENUE SOUTH · BLOOMINGTON, MN · 55438
Phone
(952) 943-1300
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
2025-09-17
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY 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 | $350 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALMARK ADVISERS INC | 31-1509466 | — | ADVISOR | $25K | — |
Investments
30 direct securities· $10.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fid Freedom 2030 Mutual fund N/A | — | — | — | $1.6M | 15.4% | |
| Fid 500 Index Mutual fund N/A | — | — | — | $1.2M | 11.2% | |
| Fid Freedom 2025 Mutual fund N/A | — | — | — | $943K | 9.0% | |
| Fid Contrafund Mutual fund N/A | — | — | — | $923K | 8.8% | |
| Fid Freedom 2045 Mutual fund N/A | — | — | — | $607K | 5.8% | |
| Fid Freedom 2040 Mutual fund N/A | — | — | — | $559K | 5.3% | |
| Fid Low Priced Stk Mutual fund N/A | — | — | — | $537K | 5.1% | |
| Fid Govt Money Market Money market mutual fund N/A | — | — | — | $515K | 4.9% | |
| Pimco Tot Return Adm Mutual fund N/A | — | — | — | $446K | 4.3% | |
| Fid Freedom 2035 Mutual fund N/A | — | — | — | $436K | 4.2% | |
| Fid Freedom 2050 Mutual fund N/A | — | — | — | $402K | 3.8% | |
| Fid Freedom 2015 Mutual fund N/A | — | — | — | $341K | 3.3% | |
| Lessor, or Similar Party Par, or Maturity Value Cost Value Am Cent Heritage Inv Mutual fund N/A | — | — | — | $315K | 3.0% | |
| Fid Freedom 2020 Mutual fund N/A | — | — | — | $310K | 3.0% | |
| Vang Value Idx Adm Mutual fund N/A | — | — | — | $253K | 2.4% | |
| Trp Mid Cap Val Adv Mutual fund N/A | — | — | — | $205K | 2.0% | |
| Blkrk Emerging Mkt Mutual fund N/A | — | — | — | $182K | 1.7% | |
| Fid Small Cap Value Mutual fund N/A | — | — | — | $175K | 1.7% | |
| Putnam Sm Cap Grth Mutual fund N/A | — | — | — | $106K | 1.0% | |
| Fid Freedom 2010 Mutual fund N/A | — | — | — | $99K | 0.9% | |
| Fid Intl Index Mutual fund N/A | — | — | — | $91K | 0.9% | |
| Fid Freedom 2065 Mutual fund N/A | — | — | — | $41K | 0.4% | |
| Fid Intl Growth Mutual fund N/A | — | — | — | $39K | 0.4% | |
| Cohen & Steers Rlty Mutual fund N/A | — | — | — | $39K | 0.4% | |
| Thrnvnt Mid Cap Stk Mutual fund N/A | — | — | — | $29K | 0.3% | |
| Fid Freedom 2060 Mutual fund N/A | — | — | — | $28K | 0.3% | |
| Fid Freedom 2055 Mutual fund N/A | — | — | — | $24K | 0.2% | |
| Fid Intl Sm Cap Opp Mutual fund N/A | — | — | — | $21K | 0.2% | |
| Fid Freedom Income Mutual fund N/A | — | — | — | $6K | <0.1% | |
| Amcent Infl-Adjbd Iv Mutual fund N/A | — | — | — | $5K | <0.1% |
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