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Original filing (PDF)20251015174632NAL0010586530001
RIVERSTONE RESOURCES LLC
Form 5500
FILING_RECEIVED
THE INDIVIDUAL RETIREMENT PLAN OF RIVERSTONE RESOURCES LLC
401(k) retirement plan
Active participants
426
Accounts w/ balance
769
Plan assets (EOY)
$141.0M
Net assets (EOY)
$141.0M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIVERSTONE RESOURCES LLC.
Plan sponsor
Name
RIVERSTONE RESOURCES LLC
EIN
02-0511580
Address
250 COMMERCIAL STREET, SUITE 5000 · MANCHESTER, NH · 03101
Phone
(603) 656-2200
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
JOHNSON LAMBERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $2K | — |
Investments
32 direct securities· $139.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX FUND Mutual Fund | — | — | — | $19.0M | 13.5% | |
| DODGE & COX STOCK CL X Mutual Fund | — | — | — | $12.9M | 9.2% | |
| AMERICAN GROWTH FUND R6 Mutual Fund | — | — | — | $9.4M | 6.7% | |
| AMERICAN FUNDAMENTAL Mutual Fund | — | — | — | $9.3M | 6.6% | |
| PIMCO TOTAL RETURN PORT. INSTL Mutual Fund | — | — | $9.3M | $8.2M | 5.8% | |
| T ROWE PRICE RETIREMENT 2030 Mutual Fund | — | — | — | $7.5M | 5.3% | |
| T ROWE PRICE RETIREMENT 2035 Mutual Fund | — | — | — | $7.3M | 5.2% | |
| BLACKROCK FEDFUND PREMIER CL Mutual Fund | — | — | $6.8M | $6.8M | 4.9% | |
| T ROWE PRICE RETIREMENT 2040 Mutual Fund | — | — | — | $5.4M | 3.8% | |
| VANGUARD GRW AND INC FD Mutual Fund | — | — | — | $4.8M | 3.4% | |
| INVESCO SMALL CAP GRTH CL R5 Mutual Fund | — | — | — | $4.5M | 3.2% | |
| T ROWE PRICE RETIREMENT 2050 Mutual Fund | — | — | — | $4.3M | 3.0% | |
| T ROWE PRICE RETIREMENT 2045 Mutual Fund | — | — | — | $4.2M | 3.0% | |
| MFS MID CAP GROWTH FD R6 Mutual Fund | — | — | — | $3.9M | 2.8% | |
| AMERICAN EUROPACIFIC GROWTH R6 Mutual Fund | — | — | — | $3.7M | 2.6% | |
| T ROWE PRICE RETIREMENT 2025 Mutual Fund | — | — | — | $3.7M | 2.6% | |
| JANUS HNDRSN GRTH AND INCM I Mutual Fund | — | — | — | $3.6M | 2.5% | |
| T ROWE PRICE RETIREMENT 2010 Mutual Fund | — | — | — | $3.2M | 2.2% | |
| VANGUARD INTERNATIONAL VALUE Mutual Fund | — | — | — | $3.1M | 2.2% | |
| FULLERTHALER BHVRL SML CAP R6 Mutual Fund | — | — | — | $2.5M | 1.7% | |
| T ROWE PRICE RTRMNT BALANCE Mutual Fund | — | — | — | $1.9M | 1.3% | |
| T ROWE PRICE RETIREMENT 2055 Mutual Fund | — | — | — | $1.7M | 1.2% | |
| VIRTUS NFJ MID-CAP VALUE FD Mutual Fund | — | — | — | $1.4M | 1.0% | |
| T ROWE PRICE RETIREMENT 2060 Mutual Fund | — | — | — | $1.4M | 1.0% | |
| DODGE & COX INTRNTL STK CL X Mutual Fund | — | — | — | $1.4M | 1.0% | |
| T ROWE PRICE RETIREMENT 2020 Mutual Fund | — | — | — | $1.3M | 0.9% | |
| T ROWE PRICE RETIREMENT 2065 Mutual Fund | — | — | — | $948K | 0.7% | |
| Notes receivable from participants Participant Loans*** - | — | — | $917K | $917K | 0.7% | |
| JANUS HENDERSON SML CAP VAL N MUTUAL FUNDS | — | — | $796K | $772K | 0.5% | |
| BLF FEDFUND Mutual Fund ** 125 SELF-DIRECT ACCT Self-Directed Brokerage | — | — | — | $439K | 0.3% | |
| T ROWE PRICE RETIREMENT 2015 Mutual Fund | — | — | — | $166K | 0.1% | |
| ACCRUED INCOME ACCRUED INCOME | — | — | $4K | $4K | <0.1% |
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