Carter Wicks signed River Point, LLC d/b/a Riverpoin's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
River Point, LLC d/b/a Riverpoin's EIN is 20-3988235.
Download the official 2024 Form 5500 (PDF) for River Point, LLC d/b/a Riverpoin from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)River Point, LLC d/b/a Riverpoin's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT/FINANCIAL ADVI | $38K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
