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Original filing (PDF)20250903125358NAL0015398625001
RITZ INSTRUMENT TRANSFORMERS, INC.
Form 5500
FILING_RECEIVED
RITZ INSTRUMENT TRANSFORMERS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
42% in single holdingNo recordkeeper disclosed
Active participants
303
Accounts w/ balance
288
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
79
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard VANGUARD TARGET RETIREMENT 2050 INV" is 42% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RITZ INSTRUMENT TRANSFORMERS, INC..
Plan sponsor
Name
RITZ INSTRUMENT TRANSFORMERS, INC.
EIN
58-1943935
Address
25 HAMBURG AVENUE · LAVONIA, GA · 30553
Phone
(706) 356-7180
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-03
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
23 direct securities· $6.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard TARGET RETIREMENT 2050 INV | — | — | — | $2.5M | 41.7% | |
| Vanguard GROWTH INDEX ADMIRAL | — | — | — | $772K | 12.9% | |
| Vanguard DIVIDEND GROWTH INV | — | — | — | $523K | 8.7% | |
| Vanguard SMALL CAP INDEX ADM | — | — | — | $376K | 6.3% | |
| Vanguard CASH RESERVE FEDERAL MONEY MARKET FUND ADMIRAL | — | — | — | $323K | 5.4% | |
| Vanguard 500 INDEX ADMIRAL | — | — | — | $292K | 4.9% | |
| Vanguard VALUE INDEX ADM | — | — | — | $182K | 3.0% | |
| Vanguard INTERNATIONAL VALUE INV | — | — | — | $138K | 2.3% | |
| Vanguard EMERGING MKTS STOCK IDX ADM | — | — | — | $122K | 2.0% | |
| Vanguard TARGET RETIREMENT 2020 INV | — | — | — | $121K | 2.0% | |
| Vanguard LONG-TERM INVESTMENT-GRADE INV | — | — | — | $121K | 2.0% | |
| Vanguard TOTAL STOCK MKT IDX ADM | — | — | — | $94K | 1.6% | |
| Vanguard SHORT-TERM INVESTMENT-GRADE ADM | — | — | — | $72K | 1.2% | |
| Vanguard TARGET RETIREMENT 2030 INV | — | — | — | $69K | 1.2% | |
| Vanguard LARGE CAP INDEX ADMIRAL | — | — | — | $61K | 1.0% | |
| Vanguard WINDSOR ADMIRAL | — | — | — | $57K | 0.9% | |
| Vanguard TARGET RETIREMENT 2040 INV | — | — | — | $55K | 0.9% | |
| Vanguard LIFESTRATEGY GROWTH INV | — | — | — | $44K | 0.7% | |
| Vanguard TOTAL INTL STOCK INDEX ADMIRAL | — | — | — | $39K | 0.6% | |
| Vanguard REAL ESTATE INDEX ADMIRAL | — | — | — | $24K | 0.4% | |
| Vanguard LIFESTRATEGY MODERATE GR INV | — | — | — | $10K | 0.2% | |
| Vanguard TARGET RETIREMENT 2065 INV | — | — | — | $4K | <0.1% | |
| Vanguard TARGET RETIREMENT 2060 INV | — | — | — | $3K | <0.1% |
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