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Original filing (PDF)20250929050145NAL0026072690001
RIVER POINT, LLC D/B/A RIVERPOIN
Form 5500
FILING_RECEIVED
RIVERPOINT MEDICAL 401(K) PLAN
401(k) retirement plan
Active participants
306
Accounts w/ balance
396
Plan assets (EOY)
$15.4M
Net assets (EOY)
$15.4M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 63 bps in Schedule C fees — 119% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIVER POINT, LLC D/B/A RIVERPOIN.
Plan sponsor
Name
RIVER POINT, LLC D/B/A RIVERPOIN
EIN
20-3988235
Address
825 NE 25TH AVE · PORTLAND, OR · 97232
Phone
(503) 206-3094
Industry
Manufacturingsee 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
2025-09-29
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)
Audit & trust (Schedule H)
Auditor
MEIHAUS CPA PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $59K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT/FINANCIAL ADVI | $38K | — |
Investments
30 direct securities · 1 pooled fund· $15.2M(98% 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.
Registered Investment Companies
$14.9M
30 holdings
Common Collective Trust
$235K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $2.6M | 16.7% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.8M | 11.5% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.8M | 11.3% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.7M | 11.1% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.1M | 7.3% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $1.0M | 6.6% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $728K | 4.7% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $722K | 4.7% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $647K | 4.2% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $578K | 3.7% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $295K | 1.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $292K | 1.9% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $237K | 1.5% | |
| STABLE VALUE FUND - R1 WILMINGTON TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $235K | 1.5% | |
| FIDELITY SMALL CAP GROWTH K6 | Registered Investment Companies | — | — | $214K | 1.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $187K | 1.2% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $139K | 0.9% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $136K | 0.9% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $131K | 0.8% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $130K | 0.8% | |
| ALLSPRING CORE PLUS BOND R6 | Registered Investment Companies | — | — | $97K | 0.6% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $90K | 0.6% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $78K | 0.5% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $65K | 0.4% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $62K | 0.4% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $24K | 0.2% | |
| TROWE PRICE INTL VALUE EQ I | Registered Investment Companies | — | — | $21K | 0.1% | |
| AMC LARGE CAP EQUITY R6 | Registered Investment Companies | — | — | $21K | 0.1% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $19K | 0.1% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $16K | 0.1% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $3K | <0.1% |
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