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Original filing (PDF)20251008080245NAL0009354640001
R-V INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
R-V INDUSTRIES, INC. 401(K) & PROFIT SHARING PLAN
401(k) retirement plan
Active participants
353
Accounts w/ balance
390
Plan assets (EOY)
$29.9M
Net assets (EOY)
$29.9M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R-V INDUSTRIES, INC..
Plan sponsor
Name
R-V INDUSTRIES, INC.
EIN
23-2010693
Address
584 POPLAR ROAD · HONEY BROOK, PA · 19344
Phone
(610) 273-2457
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
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
RKL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RKL LLP | 23-2108173 | — | ACCOUNTANT/AUDITOR | $14K | — |
Investments
35 direct securities· $29.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $5.0M | 16.7% | |
| Fidelity Contrafund | — | — | — | $4.5M | 15.1% | |
| Fidelity Freedom 2035 Fund | — | — | — | $2.7M | 9.1% | |
| Fidelity Freedom 2025 Fund | — | — | — | $2.3M | 7.7% | |
| Fidelity Money Market Trust Retirement Government Fund | — | — | — | $1.6M | 5.5% | |
| Fidelity Freedom 2030 Fund | — | — | — | $1.5M | 5.1% | |
| Fidelity Balanced Fund | — | — | — | $1.3M | 4.5% | |
| Fidelity Freedom 2050 Fund | — | — | — | $976K | 3.3% | |
| Fidelity Freedom 2055 Fund | — | — | — | $857K | 2.9% | |
| Fidelity Freedom 2040 Fund | — | — | — | $734K | 2.5% | |
| Fidelity Freedom 2020 Fund | — | — | — | $686K | 2.3% | |
| Self-Directed Brokerage Accounts * Fidelity BrokerageLink | — | — | — | $674K | 2.3% | |
| Fidelity Freedom 2060 Fund | — | — | — | $621K | 2.1% | |
| Fidelity Freedom 2045 Fund | — | — | — | $505K | 1.7% | |
| Harbor Capital Harbor Capital Appreciation Fund | — | — | — | $498K | 1.7% | |
| Participant Loans 4.25% to 9.50% | — | — | — | $479K | 1.6% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $471K | 1.6% | |
| Janus Henderson Janus Henderson Enterprise T | — | — | — | $441K | 1.5% | |
| Fidelity Freedom 2065 Fund | — | — | — | $437K | 1.5% | |
| Fidelity Value Fund | — | — | — | $426K | 1.4% | |
| Fidelity International Discovery Fund | — | — | — | $413K | 1.4% | |
| Registered Investment Companies American Beacon American Beacon Large Cap Value Fund | — | — | — | $375K | 1.3% | |
| Fidelity Total Bond Index Fund | — | — | — | $368K | 1.2% | |
| Fidelity Capital & Income Fund | — | — | — | $356K | 1.2% | |
| Glenmede Small Cap Equity Advantage | — | — | — | $326K | 1.1% | |
| Fidelity Extended Market Index Fund | — | — | — | $229K | 0.8% | |
| Fidelity Emerging Markets Fund | — | — | — | $217K | 0.7% | |
| Fidelity Small Cap Index Fund | — | — | — | $169K | 0.6% | |
| Fidelity Freedom 2015 Fund | — | — | — | $120K | 0.4% | |
| Fidelity Global ex U.S. Index Fund | — | — | — | $113K | 0.4% | |
| Fidelity New Markets Income Fund | — | — | — | $80K | 0.3% | |
| Fidelity Freedom 2010 Fund | — | — | — | $53K | 0.2% | |
| Wells Fargo Wells Fargo Advantage Small Co Value | — | — | — | $40K | 0.1% | |
| Fidelity Multi-Asset Index Fund | — | — | — | $7K | <0.1% | |
| Fidelity Freedom 2070 Fund | — | — | — | $2K | <0.1% |