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Original filing (PDF)20250925161906NAL0003643347001
RIVERSIDE TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
RTI 401(K) PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
302
Accounts w/ balance
318
Plan assets (EOY)
$18.2M
Net assets (EOY)
$18.2M
How this plan invests
This plan
10 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
86
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Mutual fund N/A" is 28% of plan.
- 53 bps in Schedule C fees — 84% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIVERSIDE TECHNOLOGIES, INC..
Plan sponsor
Name
RIVERSIDE TECHNOLOGIES, INC.
EIN
20-2173161
Address
724 N 109TH CT · OMAHA, NE · 68154
Phone
(605) 242-0461
Industry
Professional & Technical Servicessee 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
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $66K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $19K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS, INC. | — | OMAHA, NE | CONTRACT ADMIN | $12K | — |
Investments
14 direct securities · 10 pooled funds· $18.2M(100% of reported assets)
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.
Uncategorized
$14.2M
14 holdings
Common Collective Trust
$4.0M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual fund N/A | — | — | — | $5.1M | 27.8% | |
| Vanguard Total Bond Market Index Mutual fund N/A | — | — | — | $2.2M | 12.2% | |
| Vanguard Total Bond Market Index Admiral Mutual fund N/A | — | — | — | $1.4M | 7.7% | |
| PIMCO Income Mutual fund N/A 1 Vanguard Developed Markets Index Mutual fund N/A | — | — | — | $1.3M | 7.2% | |
| Fidelity Mid Cap Index Mutual fund N/A | — | — | — | $1.2M | 6.9% | |
| PUTNAM RETIREMENT ADV TRUST 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $1.1M | 6.0% | |
| Fidelity Small Cap Index Mutual fund N/A | — | — | — | $1.0M | 5.6% | |
| PUTNAM RETIREMENT ADV TRUST 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $947K | 5.2% | |
| DFA Emerging Markets Core Equity Mutual fund N/A | — | — | — | $745K | 4.1% | |
| PUTNAM RETIREMENT ADV TRUST 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $683K | 3.8% | |
| MFS Growth Mutual fund N/A | — | — | — | $527K | 2.9% | |
| PUTNAM RETIREMENT ADV TRUST 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $488K | 2.7% | |
| PUTNAM RETIREMENT ADV TRUST 2060 X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $359K | 2.0% | |
| PUTNAM RETIREMENT ADV TRUST 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $331K | 1.8% | |
| American Funds EuroPacific Growth Mutual fund N/A | — | — | — | $320K | 1.8% | |
| John Hancock Disciplined Value Mutual fund N/A | — | — | — | $151K | 0.8% | |
| Janus Henderson Enterprise Mutual fund N/A | — | — | — | $61K | 0.3% | |
| Janus Henderson Triton N Mutual fund N/A | — | — | — | $59K | 0.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $51K | 0.3% | |
| PGIM TOTAL RETURN FUND CIT FEE CLSR GREAT GRAY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $46K | 0.3% | |
| John Hancock Disciplined Value Mid Cap Mutual fund N/A | — | — | — | $29K | 0.2% | |
| American Beacon Small Cap Value Adv Mutual fund N/A | — | — | — | $20K | 0.1% | |
| PUTNAM RETIREMENT ADV TRUST 2065 X PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274 | Common Collective Trust | — | — | $12K | <0.1% | |
| PUTNAM RETIREMENT ADV TRUST 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $8K | <0.1% |