AUMdb

Rittal 401(k) Plan

Sponsored by Rittal North America Llc · EIN 311029409 · Plan #001

Total assets
$57.3M
Net assets
$57.3M
Active participants
895
With balances
1,025

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $87,049
Global Retirement Partners Llc Investment advisory (plan) $55,213
Strategic Advisors, Inc. Investment advisory (plan) $19,834
Wealth Management Systems Inc Other services $0