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Original filing (PDF)20251015125344NAL0002438051001
RINNAI AMERICA CORPORATION
Form 5500
FILING_RECEIVED
RINNAI AMERICA CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
519
Accounts w/ balance
591
Plan assets (EOY)
$36.4M
Net assets (EOY)
$36.4M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RINNAI AMERICA CORPORATION.
Plan sponsor
Name
RINNAI AMERICA CORPORATION
EIN
95-2915596
Address
103 INTERNATIONAL DRIVE · PEACHTREE CITY, GA · 30269
Phone
(770) 632-4378
Industry
Wholesale Tradesee all
Plan administrator
Name
ERISA 3(16) SERVICES
EIN
81-2035355
City
KNOXVILLE, TN
Phone
(865) 966-1225
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $127K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES INC | 62-1200951 | — | OTHER SERVICES | $0 | — |
Investments
29 direct securities· $36.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $3.8M | 10.6% | |
| Fidelity Growth Discovery Fund Mutual Fund | — | — | — | $3.7M | 10.1% | |
| American Funds 2035 Target Date Retirement Mutual Fund | — | — | — | $3.5M | 9.6% | |
| American Funds 2040 Target Date Retirement Mutual Fund | — | — | — | $2.4M | 6.6% | |
| American Funds 2045 Target Date Retirement Mutual Fund | — | — | — | $2.3M | 6.4% | |
| American Funds 2055 Target Date Retirement Mutual Fund | — | — | — | $2.3M | 6.4% | |
| American Funds 2030 Target Date Retirement Mutual Fund | — | — | — | $2.3M | 6.3% | |
| Principal Fixed Income Guaranteed Option Fully Benefit Responsive Investment Contract | — | — | — | $2.2M | 6.0% | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund Mutual Fund | — | — | — | $1.5M | 4.2% | |
| American Funds 2050 Target Date Retirement Mutual Fund | — | — | — | $1.4M | 3.9% | |
| JPMorgan Large Cap Value Fund Mutual Fund | — | — | — | $1.4M | 3.8% | |
| Vanguard Total International Stock Index Mutual Fund | — | — | — | $1.4M | 3.8% | |
| American Funds 2025 Target Date Retirement Mutual Fund | — | — | — | $1.4M | 3.8% | |
| Virtus KAR Mid-Cap Core R6 Fd Mutual Fund | — | — | — | $1.2M | 3.4% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | — | — | — | $1.2M | 3.3% | |
| American Funds 2060 Target Date Retirement Mutual Fund | — | — | — | $938K | 2.6% | |
| Participant Loans Various maturities; interest at 5.25% - 10.00% | — | — | — | $868K | 2.4% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $549K | 1.5% | |
| American Funds New World R6 Fund Mutual Fund | — | — | — | $505K | 1.4% | |
| NYLI MacKay High Yield Corporate Bond R6 Fund Mutual Fund | — | — | — | $360K | 1.0% | |
| Vanguard Small-Cap Index Fund Mutual Fund | — | — | — | $272K | 0.7% | |
| Vanguard Inflation-Protected Securities Fund Mutual Fund | — | — | — | $243K | 0.7% | |
| American Funds 2065 Target Date Retirement Mutual Fund | — | — | — | $217K | 0.6% | |
| American Funds 2010 Target Date Retirement R6 Fund Mutual Fund 111 * Principal Global Real Estate Securities Fund Mutual Fund | — | — | — | $164K | 0.5% | |
| Lord Abbett Bond-Debenture Fund Inc Mutual Fund | — | — | — | $113K | 0.3% | |
| AQR Risk-Balanced Commodities Fund Mutual Fund | — | — | — | $26K | <0.1% | |
| Federated Hermes International Leaders Fund Mutual Fund | — | — | — | $20K | <0.1% | |
| American Funds 2020 Target Date Retirement Mutual Fund | — | — | — | $18K | <0.1% | |
| American Funds 2070 Target Date Retirement R6 Fund Mutual Fund | — | — | — | $2K | <0.1% |