Back to filter
Original filing (PDF)20250710062750NAL0005249745001
RATH INCORPORATED
Form 5500
FILING_RECEIVED
RATH USA DEFINED CONTRIBUTION PLAN
401(k) retirement plan
Active participants
82
Accounts w/ balance
107
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
How this plan invests
This plan
1 pooled trust
Schedule D
22 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
Helping the score
- Below-peer total fees (31 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RATH INCORPORATED.
Plan sponsor
Name
RATH INCORPORATED
EIN
51-0326245
Address
100 COMMERCE DRIVE · SUITE 303 · NEWARK, DE · 19713
Phone
(302) 287-0975
Industry
Finance & Insurancesee 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
2025-07-10
Pension benefit codes
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
KREISCHER-MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $17K | — |
Investments
21 direct securities · 1 pooled fund· $5.3M(99% 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.
Registered Investment Companies
$5.1M
21 holdings
Common Collective Trust
$210K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.3M | 24.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $754K | 14.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $603K | 11.2% | |
| VANGUARD TOTAL INTL BD IDX ADM 93 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $485K | 9.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $443K | 8.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $324K | 6.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $230K | 4.3% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $226K | 4.2% | |
| STABLE VALUE FUND - R1 WILMINGTON TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $210K | 3.9% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $168K | 3.1% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $135K | 2.5% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $122K | 2.3% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $69K | 1.3% | |
| DFA GLOBAL REAL ESTATE SEC I | Registered Investment Companies | — | — | $49K | 0.9% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $49K | 0.9% | |
| DFA US MICRO CAP PORT INST | Registered Investment Companies | — | — | $38K | 0.7% | |
| DFA US CORE EQUITY 2 PORT INST | Registered Investment Companies | — | — | $34K | 0.6% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $25K | 0.5% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $13K | 0.2% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $7K | 0.1% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $4K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $3K | <0.1% |
Related plans
Other plans using ADP, INC.
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
$12.7B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
Similar-size Finance & Insurance plans
TOTH FINANCIAL ADVISORY CORPORATION
TOTH FINANCIAL ADVISORY CORPORATION 401(K)PLAN
$5.4M · 18 participants
FOURTH STREET PERFORMANCE PARTNE
FOURTH STREET PERFORMANCE PARTNERS, INC. 401(K) PROFIT SHA
$5.4M · 12 participants
SUMMIT WEALTH GROUP, LLC
SUMMIT WEALTH GROUP, LLC, 401(K) PROFIT SHARING PLAN
$5.4M · 4 participants
COMMERCIAL COLLECTION CORPORATION OF NY, INC
COMMERCIAL COLLECTION CORPORATION OF NY, 401(K) PROFIT SHARING PLAN
$5.4M · 66 participants
ARDEE, INC.
ARDEE, INC. 401(K) PROFIT SHARING PLAN
$5.4M · 24 participants
THE KLUGE FINANCIAL GROUP LLC
THE KLUGE FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN
$5.3M · 6 participants
Large plans in Delaware
EIDP, INC.
DUPONT PENSION TRUST
$10.7B
EIDP, INC.
PENSION AND RETIREMENT PLAN
$10.4B · 2,204 participants
ASTRAZENECA PHARMACEUTICALS LP
ASTRAZENECA SAVINGS AND SECURITY PLAN
$8.6B · 17,843 participants
CORTEVA AGRISCIENCE, LLC
RETIREMENT SAVINGS PLAN
$7.0B · 9,508 participants
EIDP, INC.
CORTEVA AGRISCIENCE DEFINED CONTRIBUTION PLAN MASTER TRUST
$6.8B
DUPONT DE NEMOURS, INC.
DUPONT RETIREMENT SAVINGS PLAN
$3.4B · 8,970 participants