Who sponsors the Rittal 401(K) Plan?

Rittal 401(K) Plan is reported as sponsored by Rittal North America LLC (EIN 31-1029409, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Rittal 401(K) Plan?

The latest Form 5500 filing year loaded for Rittal 401(K) Plan is 2023.

How many participants does Rittal 401(K) Plan report?

Rittal 401(K) Plan reports 976 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Rittal 401(K) Plan?

Rittal 401(K) Plan reports $48,340,497 in end-of-year plan assets in its latest loaded Form 5500 filing.

Rittal 401(K) Plan — Form 5500 plan (Rittal North America LLC)

Plain-English plan 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, Rittal 401(K) Plan is a benefit plan reported by Rittal North America LLC under EIN 31-1029409 and plan number 001. The latest loaded filing year is 2023. The filing reports 976 participants and $48,340,497 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor: Rittal North America LLC
EIN: 31-1029409
Plan number: 001
Plan type: 2
Location: Urbana, OH
Latest filing year: 2023
Participants: 976
End-of-year plan assets: $48,340,497

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	976	H, C	20241015173804NAL0015182691001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY): $48,340,497
Total liabilities (EOY): $0
Net assets (EOY): $48,340,497
Net assets (BOY): $39,258,335

Income & contributions

Employer contributions: $1,442,765
Participant contributions: $4,288,478
Total contributions: $6,390,972
Total income / additions: $13,755,554

Expenses & distributions

Benefits paid: $4,488,679
Administrative expenses: $133,052
Total expenses: $4,673,392
Net increase / (decrease): $9,082,162

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Fidelity Investments Institutional	RECORDKEEPER	$73,907	$0	2023
Global Retirement Partners LLC	ADVISOR	$45,140	not reported in the loaded dataset	2023
Strategic Advisors, Inc.	ADVISOR	$14,005	not reported in the loaded dataset	2023