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Original filing (PDF)20251212094638NAL0008033729001
ALAN RITCHEY, INC.
Form 5500
FILING_RECEIVED
ALAN RITCHEY EMPLOYEE BENEFIT PLAN
Health & welfare plan
Signals · 2
~524 bps in Sched C feesNo recordkeeper disclosed
Active participants
144
Accounts w/ balance
—
Plan assets (EOY)
$371K
Net assets (EOY)
$371K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 524 bps in Schedule C fees — 232% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALAN RITCHEY, INC..
Plan sponsor
Name
ALAN RITCHEY, INC.
EIN
75-1623377
Address
740 SOUTH FRONTAGE ROAD · VALLEY VIEW, TX · 76272
Phone
(940) 726-3276
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-12-12
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
KHA ACCOUNTANTS, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | 20-3354970 | — | BROKER | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. | 41-1289245 | — | CLAIMS PROCESSOR | $11K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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