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Original filing (PDF)20251014074102NAL0002343425001
RITALKA INCORPORATED
Form 5500
FILING_RECEIVED
RITALKA, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
159
Accounts w/ balance
172
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
1 pooled trust
Schedule D
21 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RITALKA INCORPORATED.
Plan sponsor
Name
RITALKA INCORPORATED
EIN
41-1897814
Address
121 N 1ST STREET, SUITE 201 · MONTEVIDEO, MN · 56265
Phone
(320) 309-3450
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WESTBERG EISCHENS, PLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $33K | — |
Investments
21 direct securities · 1 pooled fund· $15.9M(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.
Pooled Separate Account
$7.9M
1 holding
Uncategorized
$7.9M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $7.9M | 99.6% | |
| MLIC JPMorgan Large Cap Growth | — | — | — | $1.6M | 19.9% | |
| MLIC Fidelity Large Cap Value Idx | — | — | — | $1.2M | 15.3% | |
| Similar Party Par or Maturity Value Cost** Current Value * MLIC Securian AM Money Market | — | — | — | $940K | 11.8% | |
| MLIC Vanguard Interm Bond Idx ADM | — | — | — | $858K | 10.8% | |
| MLIC Dodge & Cox Intl Stock Fund | — | — | — | $671K | 8.4% | |
| MLIC Disciplined Gro Small Cap Gro | — | — | — | $560K | 7.0% | |
| MLIC Allspring Special Small Cap V1 | — | — | — | $436K | 5.5% | |
| MLIC Securian AM S&P 500 Index | — | — | — | $368K | 4.6% | |
| MLIC ClearBridge Intl Gr A | — | — | — | $349K | 4.4% | |
| MLIC Fidelity Large Cap Growth Idx | — | — | — | $250K | 3.1% | |
| MLIC Thornburg Strategic Income R5 | — | — | — | $211K | 2.7% | |
| MLIC Colmb Ltd Dur Crdt Inst | — | — | — | $148K | 1.9% | |
| MLIC Disciplined Gro Mid Cap Gro | — | — | — | $100K | 1.2% | |
| MLIC BNY Mellon Natural Resources I | — | — | — | $52K | 0.6% | |
| MLIC T. Rowe Price Health Sciences | — | — | — | $51K | 0.6% | |
| MLIC Columbia Contrarian Core | — | — | — | $49K | 0.6% | |
| MLIC Invesco Comstock Fund, R5 | — | — | — | $31K | 0.4% | |
| MLIC Cohen & Steers RE Securities | — | — | — | $29K | 0.4% | |
| MLIC MFS Mid Cap Value | — | — | — | $22K | 0.3% | |
| MLIC DFA U.S. Small Cap Portfolio | — | — | — | $16K | 0.2% | |
| MLIC Fidelity Emerging Markets Idx | — | — | — | $1K | <0.1% |
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