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Original filing (PDF)20251014110935NAL0001284211001
E. RITTER COMMUNICATIONS HOLDINGS, LLC
Form 5500
FILING_RECEIVED
RITTER COMMUNICATIONS 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
463
Accounts w/ balance
542
Plan assets (EOY)
$48.2M
Net assets (EOY)
$48.2M
How this plan invests
This plan
5 pooled trusts
Schedule D
54 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 (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E. RITTER COMMUNICATIONS HOLDINGS, LLC.
Plan sponsor
Name
E. RITTER COMMUNICATIONS HOLDINGS, LLC
EIN
71-0690773
Address
2400 RITTER DRIVE · JONESBORO, AR · 72401
Phone
(870) 336-4123
Industry
Information / Tech / Mediasee 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
3H · Sponsor in controlled / affiliated group
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HCJ CPAS AND ADVISORS, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $53K | — |
Investments
50 direct securities · 5 pooled funds· $88.1M(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.
Uncategorized
$60.3M
50 holdings
Common Collective Trust
$27.7M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIT GROWTH D COMERICA BANK & TRUST · EIN 47-6649174 / PN 001 | Common Collective Trust | — | — | $10.9M | 22.6% | |
| FIT BALANCED D COMERICA BANK & TRUST · EIN 47-6652256 / PN 001 | Common Collective Trust | — | — | $10.3M | 21.5% | |
| Fiduciary Investment Trust Value of Interest in Common and Balanced Portfolio Class C Collective Trust | — | — | — | $10.0M | 20.8% | |
| Fiduciary Investment Trust Value of Interest in Common and Growth Portfolio Class C Collective Trust | — | — | — | $9.7M | 20.1% | |
| FIT AGGRESSIVE D COMERICA BANK & TRUST · EIN 47-6646422 / PN 001 | Common Collective Trust | — | — | $6.2M | 12.8% | |
| Fiduciary Investment Trust Value of Interest in Common and Aggressive Portfolio Class C Collective Trust | — | — | — | $5.1M | 10.6% | |
| JPMorgan Large Cap Growth Fund Class R6 Value of Interest in Registered Investment Companies | — | — | — | $4.7M | 9.7% | |
| Fidelity Total Market Index Fund Value of Interest in Registered Investment Companies | — | — | — | $4.5M | 9.2% | |
| Fidelity Total Market Index Fund Value of Interest in Registered Investment Companies | — | — | — | $3.3M | 6.8% | |
| JPMorgan Large Cap Growth Fund Class R6 Value of Interest in Registered Investment Companies | — | — | — | $3.0M | 6.2% | |
| Fidelity Government Money Market Fund Value of Interest in Registered Investment Companies | — | — | — | $2.1M | 4.4% | |
| Fidelity Government Money Market Fund Value of Interest in Registered Investment Companies | — | — | — | $1.8M | 3.8% | |
| JPMorgan Mid Cap Growth Fund Class R6 Value of Interest in Registered Investment Companies | — | — | — | $1.8M | 3.8% | |
| JPMorgan Mid Cap Growth Fund Class R6 Value of Interest in Registered Investment Companies | — | — | — | $1.4M | 3.0% | |
| Vanguard Equity-Income Fund Admiral Shares Value of Interest in Registered Investment Companies | — | — | — | $1.3M | 2.7% | |
| Vanguard Equity-Income Fund Admiral Shares Value of Interest in Registered Investment Companies | — | — | — | $1.1M | 2.3% | |
| Fidelity Mid Cap Index Fund Value of Interest in Registered Investment Companies | — | — | — | $1.0M | 2.1% | |
| Participant Loans Secured by Vested Benefits with Interest Rates Ranging from 5.25% to 10.50% | — | — | — | $945K | 2.0% | |
| Fidelity Mid Cap Index Fund Value of Interest in Registered Investment Companies | — | — | — | $875K | 1.8% | |
| American Century Small Cap Growth R6 Value of Interest in Registered Investment Companies | — | — | — | $840K | 1.7% | |
| Participant Loans Secured by Vested Benefits with Interest Rates Ranging from 5.25% to 10.50% | — | — | — | $801K | 1.7% | |
| American Century Small Cap Growth R6 Value of Interest in Registered Investment Companies | — | — | — | $657K | 1.4% | |
| Fiduciary Investment Trust Value of Interest in Common and Conservative Portfolio Class C Collective Trust | — | — | — | $498K | 1.0% | |
| iShares MSCI EAFE International Index Fund Value of Interest in Registered Investment Class K Companies | — | — | — | $480K | 1.0% | |
| Fidelity Mid Cap Value Index Fund Value of Interest in Registered Investment Companies | — | — | — | $427K | 0.9% | |
| MFS International Diversification Fund Value of Interest in Registered Investment Companies | — | — | — | $426K | 0.9% | |
| Fidelity Small Cap Index Fund Value of Interest in Registered Investment Companies | — | — | — | $402K | 0.8% | |
| Goldman Sachs GQG Partners International Value of Interest in Registered Investment Opportunities Fund Class R6 Companies | — | — | — | $363K | 0.8% | |
| FIT CONSERVATIVE D COMERICA BANK & TRUST · EIN 47-6658632 / PN 001 | Common Collective Trust | — | — | $363K | 0.8% | |
| Fidelity Mid Cap Value Index Fund Value of Interest in Registered Investment Companies | — | — | — | $343K | 0.7% | |
| Fidelity Small Cap Index Fund Value of Interest in Registered Investment Companies | — | — | — | $314K | 0.7% | |
| Goldman Sachs GQG Partners International Value of Interest in Registered Investment Opportunities Fund Class R6 Companies | — | — | — | $303K | 0.6% | |
| Vanguard Small Cap Value Index Fund Value of Interest in Registered Investment Admiral Shares Companies | — | — | — | $243K | 0.5% | |
| PGIM Total Return Bond Fund - Class R6 Value of Interest in Registered Investment Companies | — | — | — | $243K | 0.5% | |
| PGIM Total Return Bond Fund - Class R6 Value of Interest in Registered Investment Companies | — | — | — | $240K | 0.5% | |
| Fidelity Short-term Bond Index Fund Value of Interest in Registered Investment Companies | — | — | — | $233K | 0.5% | |
| Fidelity Short-term Bond Index Fund Value of Interest in Registered Investment Companies | — | — | — | $202K | 0.4% | |
| Vanguard Small Cap Value Index Fund Value of Interest in Registered Investment Admiral Shares Companies | — | — | — | $160K | 0.3% | |
| BlackRock Strategic Global Bond Fund, Inc. Value of Interest in Registered Investment Class K Companies | — | — | — | $80K | 0.2% | |
| BlackRock Strategic Global Bond Fund, Inc. Value of Interest in Registered Investment Class K Companies | — | — | — | $71K | 0.1% | |
| Janus Henderson Global Equity Income Fund Value of Interest in Registered Investment Class N Companies | — | — | — | $40K | <0.1% | |
| Fidelity Freedom Index 2050 Fund Institutional Value of Interest in Registered Investment Premium Class Companies | — | — | — | $38K | <0.1% | |
| Fidelity Freedom Index 2065 Fund Institutional Value of Interest in Registered Investment Premium Class Companies | — | — | — | $33K | <0.1% | |
| Janus Henderson Global Equity Income Fund Value of Interest in Registered Investment Class N Companies | — | — | — | $29K | <0.1% | |
| Fidelity Freedom Index 2055 Fund Institutional Value of Interest in Registered Investment Premium Class Companies | — | — | — | $28K | <0.1% | |
| Fidelity Freedom Index 2060 Fund Institutional Value of Interest in Registered Investment Premium Class Companies | — | — | — | $26K | <0.1% | |
| Fidelity Freedom Index 2040 Fund Institutional Value of Interest in Registered Investment Premium Class Companies | — | — | — | $25K | <0.1% | |
| Fiduciary Investment Trust Value of Interest in Common and Moderately Conservative Portfolio Class d Collective Trust | — | — | — | $21K | <0.1% | |
| FIT MOD CONSRV D COMERICA BANK & TRUST · EIN 47-6655437 / PN 001 | Common Collective Trust | — | — | $21K | <0.1% | |
| Fidelity Freedom Index 2045 Fund Institutional Value of Interest in Registered Investment Premium Class Companies | — | — | — | $14K | <0.1% | |
| Fidelity Freedom Index 2035 Fund Institutional Value of Interest in Registered Investment Premium Class Companies | — | — | — | $13K | <0.1% | |
| Fiduciary Investment Trust Value of Interest in Common and Moderately Conservative Portfolio Class C Collective Trust | — | — | — | $12K | <0.1% | |
| Fidelity Freedom Index 2030 Fund Institutional Value of Interest in Registered Investment Premium Class Companies | — | — | — | $12K | <0.1% | |
| Fidelity Freedom Index 2025 Fund Institutional Value of Interest in Registered Investment Premium Class Companies | — | — | — | $8K | <0.1% | |
| Fidelity Freedom Index 2070 Fund Institutional Value of Interest in Registered Investment Premium Class Companies | — | — | — | $1K | <0.1% |
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