Plan Snapshot
- Plan Sponsor: Rittal North America LLC
- Sponsor EIN: 311029409
- Sponsor Address: ONE RITTAL PLACE, URBANA, OH, 43078
- Plan Type: 401(k)
- Total Participants: 895
- Total Assets: $57.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 895 | $57.3M | $2.3M | $5.0M |
| 2023 | 762 | $48.3M | $1.4M | $4.3M |
| 2022 | 764 | $39.3M | $1.3M | $4.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $87,049 | — | $87,049 |
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $55,213 | — | $55,213 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $19,834 | — | $19,834 |
| ROEDL LANGFORD DE KOCK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $162,096
- Estimated Expense Ratio: 0.283% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $162,095 | $75,046 | — | — | — |
| 2023 | $133,052 | $59,145 | — | — | — |
| 2022 | $134,348 | $13,611 | — | — | — |