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Original filing (PDF)20251013151259NAL0000758563001
JAMES RIVER GROUP, INC.
Form 5500
FILING_RECEIVED
JAMES RIVER GROUP, INC. 401(K) PLAN
401(k) retirement plan
Active participants
645
Accounts w/ balance
819
Plan assets (EOY)
$100.7M
Net assets (EOY)
$100.7M
How this plan invests
This plan
38 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 (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAMES RIVER GROUP, INC..
Plan sponsor
Name
JAMES RIVER GROUP, INC.
EIN
05-0539572
Address
6641 WEST BROAD STREET SUITE 300 · RICHMOND, VA · 23230
Phone
(804) 289-2723
Industry
Management of Companies / Holdingssee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $24K | — |
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | OTHER | $300 | — |
Investments
37 direct securities· $94.1M(93% of reported assets)
Uncategorized
$87.2M
36 holdings
Mutual Funds
$6.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $14.9M | 14.8% | |
| Vanguard Wellesley Income Admiral Fund | — | — | — | $9.4M | 9.3% | |
| American Funds Growth Fund of America R6 | Mutual Funds | — | — | $6.9M | 6.8% | |
| Vanguard Cash Reserves Federal Money Market Admiral Shares | — | — | — | $6.7M | 6.7% | |
| Vanguard LifeStrategy Growth | — | — | — | $6.6M | 6.6% | |
| Vanguard Mid Cap Index Fund Admiral Shares | — | — | — | $5.4M | 5.4% | |
| Vanguard Equity Income Fund Admiral Shares | — | — | — | $4.4M | 4.3% | |
| Vanguard Total International Stock Index Admiral Shares | — | — | — | $4.1M | 4.0% | |
| American Funds Fundamental Investors R6 | — | — | — | $4.0M | 4.0% | |
| Vanguard Small Cap Index Fund Admiral Shares | — | — | — | $3.9M | 3.8% | |
| Vanguard Total Bond Market Index Admiral Shares | — | — | — | $3.5M | 3.4% | |
| Clearbridge Select Institutional Shares | — | — | — | $2.5M | 2.5% | |
| PIMCO Total Return Institutional | — | — | — | $2.0M | 1.9% | |
| Vanguard Small Cap Value Index | — | — | — | $1.8M | 1.8% | |
| Vanguard Target Retirement 2050 Institutional Shares | — | — | — | $1.7M | 1.7% | |
| PGIM High Yield R6 | — | — | — | $1.6M | 1.6% | |
| Vanguard REIT Index Fund Admiral Shares | — | — | — | $1.4M | 1.4% | |
| Vanguard Target Retirement 2040 Institutional Shares | — | — | — | $1.3M | 1.3% | |
| Vanguard International Growth Admiral Shares | — | — | — | $1.2M | 1.2% | |
| Vanguard International Value | — | — | — | $1.2M | 1.2% | |
| Vanguard LifeStrategy Conservative Growth | — | — | — | $1.0M | 1.0% | |
| American Funds New World R6 | — | — | — | $941K | 0.9% | |
| Vanguard Target Retirement 2055 Institutional Shares | — | — | — | $888K | 0.9% | |
| Janus Henderson Mid-Cap Value Fund | — | — | — | $880K | 0.9% | |
| Vanguard Target Retirement 2030 Institutional Shares | — | — | — | $845K | 0.8% | |
| Vanguard Target Retirement 2035 Institutional Shares | — | — | — | $803K | 0.8% | |
| Vanguard Target Retirement 2045 Institutional Shares | — | — | — | $801K | 0.8% | |
| May 2039 | — | — | — | $798K | 0.8% | |
| Touchstone Small Company Institutional Shares | — | — | — | $795K | 0.8% | |
| Blackrock Managed Income K | — | — | — | $610K | 0.6% | |
| Vanguard Target Retirement 2060 Institutional Shares | — | — | — | $552K | 0.5% | |
| Vanguard Target Retirement 2065 Institutional Shares | — | — | — | $302K | 0.3% | |
| Vanguard Target Retirement 2025 Institutional Shares | — | — | — | $233K | 0.2% | |
| Money Market Funds Dreyfus Government Cash Management Institutional Shares | — | — | — | $133K | 0.1% | |
| Vanguard Target Retirement 2070 Institutional Shares | — | — | — | $23K | <0.1% | |
| Vanguard Target Retirement Income Institutional Shares | — | — | — | $21K | <0.1% | |
| Vanguard Target Retirement 2020 Institutional Shares | — | — | — | $11K | <0.1% |
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