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Original filing (PDF)20251014062656NAL0001042563001
THE RITEDOSE CORPORATION
Form 5500
FILING_RECEIVED
THE RITEDOSE CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
544
Accounts w/ balance
782
Plan assets (EOY)
$52.8M
Net assets (EOY)
$52.8M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — 151% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE RITEDOSE CORPORATION.
Plan sponsor
Name
THE RITEDOSE CORPORATION
EIN
57-1023775
Address
1 TECHNOLOGY CIRCLE · COLUMBIA, SC · 29203
Phone
(803) 935-4257
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SCOTT AND COMPANY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $118K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $94K | — |
Investments
29 direct securities · 1 pooled fund· $51.0M(97% 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
$46.3M
29 holdings
Common Collective Trust
$4.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $10.1M | 19.1% | |
| MASSACHUSETTS INVESTORS GR R6 | Registered Investment Companies | — | — | $5.1M | 9.7% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $4.7M | 8.9% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $3.2M | 6.0% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $2.9M | 5.5% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $2.8M | 5.4% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $2.6M | 4.9% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $1.9M | 3.5% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $1.7M | 3.1% | |
| ALLSPRING CORE PLUS BOND R6 | Registered Investment Companies | — | — | $1.6M | 3.1% | |
| NEU MID CAP GROWTH FUND - R6 | Registered Investment Companies | — | — | $1.6M | 3.0% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $1.4M | 2.7% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $1.3M | 2.5% | |
| MFS GRTH ALLOC R4 | Registered Investment Companies | — | — | $1.2M | 2.2% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $1.1M | 2.1% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $955K | 1.8% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $946K | 1.8% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $801K | 1.5% | |
| WASATCH CORE GROWTH INST | Registered Investment Companies | — | — | $698K | 1.3% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $628K | 1.2% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $576K | 1.1% | |
| AB HIGH INCOME Z | Registered Investment Companies | — | — | $565K | 1.1% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $466K | 0.9% | |
| MFS CONS ALLOC - R4 | Registered Investment Companies | — | — | $433K | 0.8% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $409K | 0.8% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $404K | 0.8% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $365K | 0.7% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $343K | 0.7% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $214K | 0.4% | |
| AMERICAN FUNDS CAP WLD BOND R6 | Registered Investment Companies | — | — | $10K | <0.1% |