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Original filing (PDF)20251015155530NAL0002704019001
RAINFOREST ALLIANCE INC.
Form 5500
FILING_RECEIVED
RAINFOREST ALLIANCE 403(B) RETIREMENT SAVINGS PLAN
403(b) retirement plan
Active participants
91
Accounts w/ balance
197
Plan assets (EOY)
$18.6M
Net assets (EOY)
$18.6M
How this plan invests
This plan
28 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 (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RAINFOREST ALLIANCE INC..
Plan sponsor
Name
RAINFOREST ALLIANCE INC.
EIN
13-3377893
Address
298 FIFTH AVENUE, 7TH FLOOR · NEW YORK, NY · 10001
Phone
(212) 677-1900
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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH + BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
Investments
28 direct securities· $18.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company S&P 500 Index | — | — | — | $3.6M | 19.2% | |
| T. Rowe Price AllCap Opts Fund | — | — | — | $2.1M | 11.1% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.5M | 8.3% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.3M | 7.1% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $1.3M | 6.9% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.3M | 6.8% | |
| Calvert Moderate Allocation Fund | — | — | — | $979K | 5.3% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $726K | 3.9% | |
| Fund (Northern Tr) MFS Mid Cap Growth Fund | — | — | — | $719K | 3.9% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $594K | 3.2% | |
| Vanguard FTSE Social Index | — | — | — | $583K | 3.1% | |
| Ishares Russell 2000 Small Cap Index | — | — | — | $554K | 3.0% | |
| Hartford Dividend and Growth | — | — | — | $490K | 2.6% | |
| Calvert Equity Portfolio Fund | — | — | — | $417K | 2.2% | |
| Mass Mutual Life Insurance Capital Preservation | — | — | — | $373K | 2.0% | |
| Vanguard Target Retirement Income Fund | — | — | — | $331K | 1.8% | |
| American Funds New Perspective Fund | — | — | — | $276K | 1.5% | |
| Vanguard Mid Cap Index Fund | — | — | — | $242K | 1.3% | |
| Dodge and Cox Income Fund | — | — | — | $242K | 1.3% | |
| PIMCO Real Return Fund | — | — | — | $209K | 1.1% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $188K | 1.0% | |
| American Funds EuroPacific Gr Fund | — | — | — | $126K | 0.7% | |
| All Spring Spec Mid Cap Value Fund | — | — | — | $101K | 0.5% | |
| Vanguard Total Intl Stock Index Fund | — | — | — | $89K | 0.5% | |
| Company * Notes receivable from Interest rates (3.25% to 8.50%), with | — | — | — | $80K | 0.4% | |
| Janus Henderson Balanced Fund | — | — | — | $79K | 0.4% | |
| American Funds New World Record | — | — | — | $74K | 0.4% | |
| Goldman Sachs Intl SmCap Ins | — | — | — | $11K | <0.1% |