Shirley Horner signed Riverview, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Riverview, LLP's EIN is 26-3084208.
Download the official 2024 Form 5500 (PDF) for Riverview, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Riverview, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $89K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEASCENT FINANCIAL SERVICES LLC | 81-5448947 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $17.6M | 31.2% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $7.5M | 13.2% | |
| VAN FTSE ALL WLD EX US IDX ADM | Registered Investment Companies | — | — | $6.8M | 12.0% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $4.9M | 8.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $4.6M | 8.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $4.2M | 7.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $3.5M | 6.2% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.5M | 4.4% | |
| DFA US MICRO CAP PORT INST | Registered Investment Companies | — | — | $849K | 1.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $637K | 1.1% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $533K | 0.9% | |
| DIMENSIONAL GLOBAL EQTY - INST | Registered Investment Companies | — | — | $409K | 0.7% | |
| DODGE&COX INTERNATIONAL STK X | Registered Investment Companies | — | — | $364K | 0.6% | |
| DODGE & COX STOCKFUND X | Registered Investment Companies | — | — | $359K | 0.6% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $332K | 0.6% | |
| PARNASSUS CORE EQUITY INST | Registered Investment Companies | — | — | $264K | 0.5% | |
| INVESCO GOLD & SPEC MINR6 | Registered Investment Companies | — | — | $217K | 0.4% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $211K | 0.4% | |
| VAN STRATEGIC EQUITY - INV | Registered Investment Companies | — | — | $200K | 0.4% | |
| AQR LARGE CAP MOMENTUM STYLE I | Registered Investment Companies | — | — | $195K | 0.3% | |
| AVANTIS US EQUITY - INSTITUT | Registered Investment Companies | — | — | $156K | 0.3% | |
| VANGUARD HIGH DIV YIELD INDX | Registered Investment Companies | — | — | $123K | 0.2% | |
| VANGUARD INT TERM INV GR AD | Registered Investment Companies | — | — | $90K | 0.2% | |
| VAN CASH RES FED MON MKT ADMRL | Registered Investment Companies | — | — | $36K | <0.1% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $13K | <0.1% | |
| DFA ST EXTENDED QUAL PORT INST | Registered Investment Companies | — | — | $8K | <0.1% | |
| FEDERATED CAP PRES FUND R6 FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $8K | <0.1% | |
| FID LT TREAS BND INDX | Registered Investment Companies | — | — | $4K | <0.1% | |
| NUVEEN PREF SECS & INC R6 | Registered Investment Companies | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $102K |
| — |
