2023 Form 5500 filing — Rite-Hite Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010123918NAL0020082817002) for Rite-Hite Retirement Savings Plan, reported by Rite-Hite Holding Corporation under EIN 39-1913562 and plan number 001. It reports 2,448 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010123918NAL0020082817002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Rite-Hite Holding Corporation
- EIN
- 39-1913562
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 2,448
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $423,080,483
- Net assets (EOY)
- $423,080,483
- Employer contributions
- $20,901,863
- Participant contributions
- $15,909,427
- Total income / additions
- $97,254,704
- Benefits paid
- $30,405,940
- Administrative expenses
- $317,136
- Total expenses
- $30,745,052
- Net increase / (decrease)
- $66,509,652
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $202,469 | not reported in the loaded dataset |
| Financial Finesse Inc | NONE | $50,660 | not reported in the loaded dataset |
| Strategic Capital Investment A | NONE | $45,000 | not reported in the loaded dataset |
| Reilly, Penner & Benton, Llp | NONE | $9,000 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $8,353 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $657 | $0 |