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Original filing (PDF)20250924122208NAL0009211107001
RISO, INC.
Form 5500
FILING_RECEIVED
RISO 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
51
Accounts w/ balance
101
Plan assets (EOY)
$19.8M
Net assets (EOY)
$19.8M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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 (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RISO, INC..
Plan sponsor
Name
RISO, INC.
EIN
04-2902210
Address
10 STATE STREET · SUITE 201 · WOBURN, MA · 01801
Phone
(978) 739-3530
Industry
Manufacturingsee 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
2025-09-24
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Investments
30 direct securities · 1 pooled fund· $19.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$17.3M
30 holdings
Common Collective Trust
$2.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Target 2035 Fund Class I N/R | — | — | — | $4.7M | 23.9% | |
| T. Rowe Price T. Rowe Price Target 2030 Fund Class I N/R | — | — | — | $4.4M | 22.0% | |
| MM POOLED STABLE R GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271376 / PN 757 | Common Collective Trust | — | — | $2.5M | 12.7% | |
| T. Rowe Price T. Rowe Price Target 2025 Fund Class I N/R | — | — | — | $1.7M | 8.8% | |
| Fidelity 500 Index N/R | — | — | — | $1.5M | 7.8% | |
| T. Rowe Price T. Rowe Price Target 2040 Fund Class I N/R | — | — | — | $654K | 3.3% | |
| MFS MA Investors Growth Stock Fund Class R6 N/R | — | — | — | $436K | 2.2% | |
| Fidelity Mid Cap Index Fund N/R | — | — | — | $377K | 1.9% | |
| American Funds American Funds American Balanced Fund Class R-6 N/R | — | — | — | $362K | 1.8% | |
| T. Rowe Price T. Rowe Price Target 2050 Fund Class I N/R | — | — | — | $325K | 1.6% | |
| T. Rowe Price T. Rowe Price Health Sciences Fund I Class N/R | — | — | — | $251K | 1.3% | |
| JPMorgan Equity Income Fund Class R6 N/R | — | — | — | $246K | 1.2% | |
| Fidelity Advisor Total Bond Z N/R | — | — | — | $235K | 1.2% | |
| MFS International Growth Fund Class R6 N/R | — | — | — | $200K | 1.0% | |
| T. Rowe Price T. Rowe Price Target 2015 Fund Class I N/R | — | — | — | $192K | 1.0% | |
| Fidelity Small Cap Index Fund N/R | — | — | — | $192K | 1.0% | |
| T. Rowe Price T. Rowe Price Target 2020 Fund Class I N/R | — | — | — | $185K | 0.9% | |
| T. Rowe Price T. Rowe Price Target 2045 Fund Class I N/R | — | — | — | $177K | 0.9% | |
| Goldman Sachs Goldman Sachs Small/Mid Cap Growth Fund Class R6 N/R | — | — | — | $160K | 0.8% | |
| T. Rowe Price T. Rowe Price Target 2060 Fund Class I N/R | — | — | — | $142K | 0.7% | |
| Fidelity Real Estate Index Fund N/R | — | — | — | $113K | 0.6% | |
| American Funds American Funds New World R6 N/R | — | — | — | $112K | 0.6% | |
| American Century American Century Small Cap Growth R6 N/R | — | — | — | $92K | 0.5% | |
| Participant Loans Notes Receivable from Participants, with interest rates ranging $0 | — | — | — | $91K | 0.5% | |
| Columbia Overseas Value Fund Institutional 3 Class N/R | — | — | — | $80K | 0.4% | |
| Franklin Small Cap Value Fund Class R6 N/R | — | — | — | $61K | 0.3% | |
| Fidelity International Index N/R | — | — | — | $56K | 0.3% | |
| T. Rowe Price T. Rowe Price Target 2055 Fund Class I N/R | — | — | — | $52K | 0.3% | |
| MFS Mid Cap Value Fund Class R6 N/R | — | — | — | $50K | 0.3% | |
| Pioneer Strategic Income Fund Class K N/R | — | — | — | $36K | 0.2% | |
| T. Rowe Price T. Rowe Price Target 2010 Fund Class I N/R | — | — | — | $13K | <0.1% |
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