# Rittal North America LLC 401(k) Plan
Source: https://planprovider.pro/companies/rittal-north-america-llc-401k-plan

> Rittal North America LLC's 401(k) plan: 895 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/rittal-north-america-llc-401k-plan)

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