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Original filing (PDF)20251015151023NAL0002520659001
RISEBORO COMMUNITY PARTNERSHIP, INC.
Form 5500
FILING_RECEIVED
RISEBORO RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
508
Accounts w/ balance
566
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 58 bps in Schedule C fees — 99% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RISEBORO COMMUNITY PARTNERSHIP, INC..
Plan sponsor
Name
RISEBORO COMMUNITY PARTNERSHIP, INC.
EIN
11-2453853
Address
565 BUSHWICK AVENUE · BROOKLYN, NY · 11206
Phone
(718) 821-0254
Industry
Other Services (ex. Public Admin)see 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
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 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $68K | — |
Investments
32 direct securities· $11.8M(100% of reported assets)
Uncategorized
$9.8M
30 holdings
Mutual Funds
$1.8M
1 holding
Insurance Contracts
$129K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2025 Target Date Retirement Fund N/R | Mutual Funds | — | — | $1.8M | 15.7% | |
| American Funds 2040 Target Date Retirement Fund N/R | — | — | — | $1.7M | 14.8% | |
| American Funds 2035 Target Date Retirement Fund N/R | — | — | — | $1.6M | 13.7% | |
| American Funds 2030 Target Date Retirement Fund N/R | — | — | — | $1.4M | 11.7% | |
| American Funds 2045 Target Date Retirement Fund N/R | — | — | — | $1.3M | 10.9% | |
| American Funds 2020 Target Date Retirement Fund N/R | — | — | — | $1.1M | 9.0% | |
| American Funds 2050 Target Date Retirement Fund N/R | — | — | — | $797K | 6.8% | |
| American Funds 2015 Target Date Retirement Fund N/R | — | — | — | $624K | 5.3% | |
| American Funds 2010 Target Date Retirement Fund N/R | — | — | — | $491K | 4.2% | |
| American Funds 2055 Target Date Retirement Fund N/R | — | — | — | $301K | 2.6% | |
| T Rowe Price Blue Chip Growth Fund Inc. N/R | — | — | — | $144K | 1.2% | |
| Fidelity 500 Index Fund N/R | — | — | — | $132K | 1.1% | |
| s * Principal Fixed Income Guaranteed Option N/R | Insurance Contracts | — | — | $129K | 1.1% | |
| American Funds 2060 Target Date Retirement Fund N/R | — | — | — | $73K | 0.6% | |
| Fidelity Inflation Protected Bond Index Fund N/R | — | — | — | $19K | 0.2% | |
| MFS Technology Fund N/R | — | — | — | $19K | 0.2% | |
| Fidelity Small Cap Index Fund N/R | — | — | — | $17K | 0.1% | |
| Fidelity International Index Fund N/R | — | — | — | $14K | 0.1% | |
| American Funds Fundamental Investors R6 N/R | — | — | — | $14K | 0.1% | |
| Vanguard Equity Income Fund N/R | — | — | — | $13K | 0.1% | |
| Vanguard International Growth Fund N/R | — | — | — | $13K | 0.1% | |
| Fidelity Mid Cap Index Fund N/R | — | — | — | $12K | 0.1% | |
| Vanguard Mid-Cap Value Index Fund / Open-End N/R | — | — | — | $10K | <0.1% | |
| Fund Vanguard Health Care Fund N/R | — | — | — | $9K | <0.1% | |
| PGIM Total Return Bond Fund N/R | — | — | — | $8K | <0.1% | |
| Fidelity Real Estate Index Fund N/R | — | — | — | $6K | <0.1% | |
| American Funds 2065 Target Date Retirement Fund N/R | — | — | — | $5K | <0.1% | |
| MFS Mid Cap Value Fund N/R | — | — | — | $4K | <0.1% | |
| MFS Mid Cap Growth Fund N/R | — | — | — | $3K | <0.1% | |
| Janus Henderson Janus Henderson Triton Fund N/R | — | — | — | $3K | <0.1% | |
| American Funds New World Fund R6 N/R | — | — | — | $2K | <0.1% | |
| Invesco Gold & Special Minerals Fund N/R | — | — | — | $2K | <0.1% |