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  2. RITTEN ASSOCIATES, INC.
Sponsor portfolio

RITTEN ASSOCIATES, INC.

EIN 41-1236778-food & beverages-Latest filing 2024
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
11
4950 LINCOLN DR. - EDINA, MN 55436952-938-5170rittenassoc.comLinkedIn1-10 employeesfood & beverages
Plans on this EIN
2 filings
#001401k-$3.4M - 6 part#002CashBalance-$2.7M - 5 part

Retirement portfolio analytics

2 plans aggregated / $6.1M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • PLAN AND TRUST (#001)55%
  • PLAN AND TRUST (#002)45%
Total $6.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)6
  • PLAN AND TRUST (#002)5
Total 11Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RITTEN ASSOCIATES, INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST

401k

Assets$3.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RITTEN ASSOCIATES, INC. CASH BALANCE PENSION PLAN AND TRUST

CashBalance

Assets$2.7M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RITTEN ASSOCIATES, INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST401k$3.4M62024
002RITTEN ASSOCIATES, INC. CASH BALANCE PENSION PLAN AND TRUSTCashBalance$2.7M52024
Retirement plans
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