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Original filing (PDF)20250820073304NAL0001515299001
NEW RIVER SYSTEMS CORPORATION
Form 5500
FILING_RECEIVED
NEW RIVER SYSTEMS 401(K) PLAN
401(k) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
125
Accounts w/ balance
145
Plan assets (EOY)
$13.0M
Net assets (EOY)
$13.0M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Fidelity Freedom Index 2035 Fund Institutional Premium Class Mutual fund" is 29% of plan.
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW RIVER SYSTEMS CORPORATION.
Plan sponsor
Name
NEW RIVER SYSTEMS CORPORATION
EIN
20-8718960
Address
19775 BELMONT EXECUTIVE PLZ · ASHBURN, VA · 20147
Phone
(703) 926-5018
Industry
Professional & Technical Servicessee all
Plan administrator
Name
FIDELITY WORKPLACE SERVICES LLC
EIN
04-3532603
City
COVINGTON, KY
Phone
(859) 386-4199
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-20
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
YOUNT, HYDE & BARBOUR, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCADAM LLC | 47-1994636 | — | ADVISOR | $22K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $23K | — |
Investments
28 direct securities · 1 pooled fund· $13.0M(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
$13.0M
28 holdings
Common Collective Trust
$21K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 Fund Institutional Premium Class Mutual fund | — | — | — | $3.7M | 28.7% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $1.7M | 13.1% | |
| Fidelity Large Cap Growth Index Fund Mutual fund | — | — | — | $1.2M | 9.5% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class Mutual fund | — | — | — | $955K | 7.3% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class Mutual fund | — | — | — | $738K | 5.7% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class Mutual fund | — | — | — | $732K | 5.6% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class Mutual fund | — | — | — | $655K | 5.0% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $497K | 3.8% | |
| Fidelity International Index Fund Mutual fund | — | — | — | $411K | 3.2% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $373K | 2.9% | |
| In- Identity of Issue, Borrower, Rate of Interest, Collateral, Current Interest Lessor, or Similar Party Par, or Maturity Value American Funds American Mutual Fund Class R6 Mutual fund | — | — | — | $348K | 2.7% | |
| Cohen & Steers Institutional Realty Shares Mutual fund | — | — | — | $308K | 2.4% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class Mutual fund | — | — | — | $220K | 1.7% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class Mutual fund | — | — | — | $202K | 1.6% | |
| Notes receivable from participants Interest rates 5.25% to 9.50% | — | — | — | $179K | 1.4% | |
| Fidelity Freedom Index 2020 Fund Institutional Premium Class Mutual fund | — | — | — | $150K | 1.1% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class Mutual fund | — | — | — | $118K | 0.9% | |
| American Funds Conservative Growth and Income Portfolio Class R6 Mutual fund | — | — | — | $88K | 0.7% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Class Mutual fund | — | — | — | $75K | 0.6% | |
| Fidelity U.S. Bond Index Fund . Mutual fund | — | — | — | $75K | 0.6% | |
| Fidelity Investments Brokerage Link Self-directed brokerage account | — | — | — | $62K | 0.5% | |
| PGIM Short Duration High Yield Income Fund- Class R6 Mutual fund | — | — | — | $60K | 0.5% | |
| Fidelity Freedom Index 2015 Fund Institutional Premium Class Mutual fund | — | — | — | $35K | 0.3% | |
| American Funds Growth and Income Portfolio Mutual fund | — | — | — | $21K | 0.2% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $21K | 0.2% | |
| Baird Short-Term Bond Fund Mutual fund | — | — | — | $9K | <0.1% | |
| American Funds Balanced R6 Mutual fund | — | — | — | $6K | <0.1% | |
| Fidelity Hereford Street Trust - Fidelity Government Money Market Fund Mutual fund | — | — | — | $5K | <0.1% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual fund | — | — | — | $1K | <0.1% |
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