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Original filing (PDF)20251013200201NAL0001908321002

RITEWOOD INC

Form 5500
FILING_RECEIVED
RITEWOOD INC RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
~97 bps in Sched C fees
Active participants
Accounts w/ balance
45
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
Plan health score (directional)
85
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
  • 97 bps in Schedule C fees — 87% above peer band of 52 bps.
  • No active participants reported but plan still holds assets.
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 RITEWOOD INC.
Plan sponsor
Name
RITEWOOD INC
EIN
82-0291851
Address
PO BOX 120 · 3643 SOUTH 4000 EAST · FRANKLIN, ID · 83237
Phone
(208) 646-2213
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
JONES SIMKINS LLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Advisor / Consultant
2
NameEINLocationRelationDirect compIndirect comp
UBS FINANCIAL SERVICES13-2638166INVESTMENT ADVISOR$50K
MORGAN STANLEY36-3145972INVESTMENT ADVISOR$27K
Accountant / Auditor
1
NameEINLocationRelationDirect compIndirect comp
JONES SIMKINS LLC46-1592906AUDIT/TAX SERVICES$7K

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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