Riseboro Community Partnership, Inc.'s EIN is 11-2453853.
Download the official 2024 Form 5500 (PDF) for Riseboro Community Partnership, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Riseboro Community Partnership, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $68K | — |
| PI | % 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 | Mutual Funds | — | — | $1.7M | 14.8% | |
| American Funds 2035 Target Date Retirement Fund N/R | Mutual Funds | — | — | $1.6M | 13.7% | |
| American Funds 2030 Target Date Retirement Fund N/R | Mutual Funds | — | — | $1.4M | 11.7% | |
| American Funds 2045 Target Date Retirement Fund N/R | Mutual Funds | — | — | $1.3M | 10.9% | |
| American Funds 2020 Target Date Retirement Fund N/R | Mutual Funds | — | — | $1.1M | 9.0% | |
| American Funds 2050 Target Date Retirement Fund N/R | Mutual Funds | — | — | $797K | 6.8% | |
| American Funds 2015 Target Date Retirement Fund N/R | Mutual Funds | — | — | $624K | 5.3% | |
| American Funds 2010 Target Date Retirement Fund N/R | Mutual Funds | — | — | $491K | 4.2% | |
| American Funds 2055 Target Date Retirement Fund N/R | Mutual Funds | — | — | $301K | 2.6% | |
| T Rowe Price Blue Chip Growth Fund Inc. N/R | Mutual Funds | — | — | $144K | 1.2% | |
| Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $73K | 0.6% | |
| Fidelity Inflation Protected Bond Index Fund N/R | Common Collective Trusts | — | — | $19K | 0.2% | |
| MFS Technology Fund N/R | Mutual Funds | — | — | $19K | 0.2% | |
| Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $17K | 0.1% | |
| Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $14K | 0.1% | |
| American Funds Fundamental Investors R6 N/R | Mutual Funds | — | — | $14K | 0.1% | |
| Vanguard Equity Income Fund N/R | Mutual Funds | — | — | $13K | 0.1% | |
| Vanguard International Growth Fund N/R | Mutual Funds | — | — | $13K | 0.1% | |
| Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $12K | 0.1% | |
| Vanguard Mid-Cap Value Index Fund / Open-End N/R | Common Collective Trusts | — | — | $10K | <0.1% | |
| Fund Vanguard Health Care Fund N/R | Mutual Funds | — | — | $9K | <0.1% | |
| PGIM Total Return Bond Fund N/R | Other securities | — | — | $8K | <0.1% | |
| Fidelity Real Estate Index Fund N/R | Common Collective Trusts | — | — | $6K | <0.1% | |
| American Funds 2065 Target Date Retirement Fund N/R | Mutual Funds | — | — | $5K | <0.1% | |
| MFS Mid Cap Value Fund N/R | Mutual Funds | — | — | $4K | <0.1% | |
| MFS Mid Cap Growth Fund N/R | Mutual Funds | — | — | $3K | <0.1% | |
| Janus Henderson Janus Henderson Triton Fund N/R | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds New World Fund R6 N/R | Mutual Funds | — | — | $2K | <0.1% | |
| Invesco Gold & Special Minerals Fund N/R | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
