Rite-Hite Retirement Savings Plan — Form 5500 plan (Rite-Hite Holding Corporation)
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, Rite-Hite Retirement Savings Plan is a benefit plan reported by Rite-Hite Holding Corporation under EIN 39-1913562 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,448 participants and $423,080,483 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rite-Hite Holding Corporation
- EIN
- 39-1913562
- Plan number
- 001
- Plan type
- 3
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 2,448
- End-of-year plan assets
- $423,080,483
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,448 | H, C | 20241010123918NAL0020082817002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $423,080,483
- Net assets (EOY)
- $423,080,483
- Net assets (BOY)
- $347,576,895
Income & contributions
- Employer contributions
- $20,901,863
- Participant contributions
- $15,909,427
- Total contributions
- $38,508,835
- Total income / additions
- $97,254,704
Expenses & distributions
- Benefits paid
- $30,405,940
- Administrative expenses
- $317,136
- Total expenses
- $30,745,052
- Net increase / (decrease)
- $66,509,652
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $202,469 | not reported in the loaded dataset | 2023 |
| Financial Finesse Inc | NONE | $50,660 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment A | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Reilly, Penner & Benton, Llp | NONE | $9,000 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | NONE | $8,353 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $657 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rite-Hite Holding Corporation
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Financial Finesse Inc — Schedule C compensation
- Strategic Capital Investment A — Schedule C compensation
- Reilly, Penner & Benton, Llp — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation