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Original filing (PDF)20251202072240NAL0005982371001
RISEBORO COMMUNITY PARTNERSHIP, INC.
Form 5500
FILING_RECEIVED
RISEBORO 403(B) PLAN
403(b) retirement plan
Signals · 2
Late filing · 0.5 moNo recordkeeper disclosed
Active participants
704
Accounts w/ balance
563
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
How this plan invests
This plan
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
98
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 0.5 months past the 10.5-month grace window.
- 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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-02
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
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)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVUS FINANCIAL PARTNERS LLC | 85-4001199 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATION | $56K | — |
Investments
42 direct securities· $9.9M(100% of reported assets)
Uncategorized
$7.8M
39 holdings
Mutual Funds
$1.7M
1 holding
Insurance Contracts
$363K
1 holding
Pooled Separate Accounts
$50K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement Fund N/R | Mutual Funds | — | — | $1.7M | 17.3% | |
| American Funds 2045 Target Date Retirement Fund N/R | — | — | — | $1.0M | 10.2% | |
| American Funds 2055 Target Date Retirement Fund N/R | — | — | — | $972K | 9.8% | |
| American Funds 2050 Target Date Retirement Fund N/R | — | — | — | $845K | 8.6% | |
| American Funds 2040 Target Date Retirement Fund N/R | — | — | — | $823K | 8.3% | |
| American Funds 2035 Target Date Retirement Fund N/R | — | — | — | $771K | 7.8% | |
| Fidelity 500 Index Fund N/R | — | — | — | $539K | 5.5% | |
| American Funds 2025 Target Date Retirement Fund N/R | — | — | — | $416K | 4.2% | |
| American Funds 2060 Target Date Retirement Fund N/R | — | — | — | $397K | 4.0% | |
| s * Mutual of America Interest Accumulation Account N/R | Insurance Contracts | — | — | $363K | 3.7% | |
| Participant Loans Interest rates ranging from 3.41% to $0 | — | — | — | $304K | 3.1% | |
| T. Rowe Price Blue Chip Growth Fund I Class N/R | — | — | — | $293K | 3.0% | |
| American Funds 2020 Target Date Retirement Fund N/R | — | — | — | $292K | 3.0% | |
| American Funds 2015 Target Date Retirement Fund N/R | — | — | — | $178K | 1.8% | |
| American Funds 2065 Target Date Retirement Fund N/R | — | — | — | $120K | 1.2% | |
| MFS Technology Fund Class R6 N/R | — | — | — | $94K | 1.0% | |
| Principal Fixed Income Guaranteed Option N/R | — | — | — | $68K | 0.7% | |
| Vanguard Equity-Income Fund Admiral Shares N/R | — | — | — | $59K | 0.6% | |
| Vanguard Mid-Cap Value Index Fund Admiral N/R | — | — | — | $57K | 0.6% | |
| Calvert Balanced Fund N/R | Pooled Separate Accounts | — | — | $50K | 0.5% | |
| Shares Fidelity Inflation-Protected Bond Index Fund N/R | — | — | — | $49K | 0.5% | |
| Vanguard International Growth Fund Admiral N/R | — | — | — | $46K | 0.5% | |
| Mutual of America MOA Composite Fund N/R | — | — | — | $45K | 0.5% | |
| Shares American Funds 2010 Target Date Retirement Fund N/R | — | — | — | $45K | 0.5% | |
| Fidelity Small Cap Index Fund N/R | — | — | — | $43K | 0.4% | |
| MFS Mid Cap Growth Fund Class R6 N/R | — | — | — | $41K | 0.4% | |
| Fidelity Mid Cap Index Fund N/R | — | — | — | $40K | 0.4% | |
| Mutual of America MOA Small Cap Growth Fund N/R | — | — | — | $32K | 0.3% | |
| American Funds New World Fund Class R-6 N/R | — | — | — | $31K | 0.3% | |
| Fidelity International Index Fund N/R | — | — | — | $31K | 0.3% | |
| Mutual of America MOA Small Cap Value N/R | — | — | — | $31K | 0.3% | |
| MFS Mid Cap Value Fund Class R6 N/R | — | — | — | $28K | 0.3% | |
| PGIM Total Return Bond Fund -Class R6 N/R | — | — | — | $19K | 0.2% | |
| Mutual of America MOA All America Fund N/R | — | — | — | $14K | 0.1% | |
| American Funds Fundamental Investors Class R-6 N/R | — | — | — | $10K | <0.1% | |
| Janus Henderson Triton Fund Class N N/R | — | — | — | $5K | <0.1% | |
| Mutual of America MOA Bond Fund N/R | — | — | — | $4K | <0.1% | |
| Vanguard Health Care Fund Admiral Shares N/R | — | — | — | $4K | <0.1% | |
| Fidelity VIP Contrafund Portfolio N/R | — | — | — | $2K | <0.1% | |
| Mutual of America MOA Equity Index Fund N/R | — | — | — | $2K | <0.1% | |
| Vanguard VIF International Portfolio N/R | — | — | — | $2K | <0.1% | |
| DWS Capital Growth VIP N/R | — | — | — | $1K | <0.1% |
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