BELA Schwartz signed Riverside Partners L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Riverside Partners L.L.C.'s EIN is 13-3920268.
Download the official 2024 Form 5500 (PDF) for Riverside Partners L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Riverside Partners L.L.C.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Government Market Fund " ** 4 * Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $22.6M | 21.9% | |
| Fidelity Blue Chip Growth Fund " | Mutual Funds | — | — | $18.5M | 17.9% | |
| Fidelity Contrafund " | Mutual Funds | — | — | $12.3M | 11.9% | |
| Fidelity Extended Market Index Fund " | Common Collective Trusts | — | — | $9.1M | 8.8% | |
| PGIM Total Return Bond Fund " | Other securities | — | — | $5.4M | 5.2% | |
| MFS International Growth Fund Mutual fund | Mutual Funds | — | — | $4.9M | 4.7% | |
| Fidelity Puritan Fund " | Mutual Funds | — | — | $3.8M | 3.6% | |
| Fidelity Freedom 2050 Fund " | Mutual Funds | — | — | $3.4M | 3.3% | |
| Fidelity Freedom 2060 Fund " | Mutual Funds | — | — | $3.4M | 3.3% | |
| Fidelity Freedom 2055 Fund " | Mutual Funds | — | — | $3.2M | 3.1% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $2.9M | 2.8% | |
| Fidelity Managed Income Portfolio Common collective trust | Common Collective Trusts | — | — | $2.5M | 2.4% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.5M | 2.4% | |
| MFS Value Fund " | Mutual Funds | — | — | $1.7M | 1.7% | |
| DWS RREEF Real Estate Securities Fund " | Other securities | — | — | $1.6M | 1.6% | |
| Fidelity Freedom 2045 Fund " | Mutual Funds | — | — | $1.6M | 1.6% | |
| Fidelity Freedom 2025 Fund " | Mutual Funds | — | — | $1.3M | 1.3% | |
| Fidelity Freedom 2030 Fund " | Mutual Funds | — | — | $1.3M | 1.2% | |
| Fidelity Freedom 2040 Fund " | Mutual Funds | — | — | $1.2M | 1.1% | |
| Lord Abbett Short Duration Income Fund " | Mutual Funds | — | — | $585K | 0.6% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $547K | 0.5% | |
| Fidelity Freedom 2065 Fund " | Mutual Funds | — | — | $454K | 0.4% | |
| Fidelity Freedom 2035 Fund " | Mutual Funds | — | — | $390K | 0.4% | |
| Fidelity Freedom Income Fund " | Mutual Funds | — | — | $195K | 0.2% | |
| Fidelity Freedom 2015 Fund " | Mutual Funds | — | — | $113K | 0.1% | |
| Fidelity Freedom 2010 Fund " | Mutual Funds | — | — | $17K | <0.1% | |
| Fidelity Freedom 2020 Fund " | Mutual Funds | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
