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Original filing (PDF)20231016162914NAL0077109858001
RIEPEN LLC
Form 5500
FILING_RECEIVED
RIEPEN LLC 401K PLAN
401(k) retirement plan
Signals · 1
~947 bps in Sched C fees
Active participants
30
Accounts w/ balance
48
Plan assets (EOY)
$222K
Net assets (EOY)
$222K
How this plan invests
This plan
14 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 947 bps in Schedule C fees — 499% above peer band of 158 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIEPEN LLC.
Plan sponsor
Name
RIEPEN LLC
EIN
26-3196300
Address
44 LAPORTE STREET · ARCADIA, CA · 910062827
Phone
(626) 445-3303
Industry
Manufacturingsee all
Plan administrator
Name
RIEPEN LLC
EIN
26-3196300
City
ARCADIA, CA
Phone
(626) 445-3303
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | 90-0779283 | — | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIRMEENT SERVICES | 04-2746212 | — | INVESTMENT ADVISOR | $745 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INC. CO. | 04-1590850 | — | CONTRACT ADMINISTRATOR | $15K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS DBA FUTUREPLAN | 82-3719843 | — | CONTREACT ADMIN | $50 | — |
| ASCENSUS, INC. | 82-3719843 | — | OTHER | $0 | — |
Investments
14 pooled funds· $103K(46% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FIDELITY ADVISOR TOTAL BOND FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $21K | 9.7% |
| AMERICAN CENTURY ONE CHOICE 2050 AMERICAN CENTURY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $17K | 7.6% |
| AMERICAN CENTURY ONE CHOICE 2030 AMERICN CENTURY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $10K | 4.5% |
| MM S&P 500 INDEX MASS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $9K | 4.1% |
| MASSMUTUAL BLUE CHIP GROWTH MASS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $9K | 4.1% |
| AMERICAN CENTURY ONE CHOICE 2030 AMERICAN CENTURY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $9K | 4.0% |
| AMERICAN CENTURY ONE CHOICE 2055 AMERICAN CENTURY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $7K | 3.1% |
| MASS MUTUAL SMAL CAP OPPS MASS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $6K | 2.8% |
| AMERICAN CENTURY ONE CHOICE 2030 AMERICAN CENTURY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $6K | 2.6% |
| AMERICAN FUNDS EUROPACIFIC GROWTH AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $4K | 1.7% |
| MASSMUTUAL GLOBAL MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $3K | 1.1% |
| AMERICAN CENTURY ONE CHOICE 2035 AMERICAN CENTURY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $1K | 0.5% |
| MASS MUTUAL MID CAP GROWTH MASS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $481 | 0.2% |
| AMERICAN CENTURY ONE CHOICE 2045 AMERICAN CENTURY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $396 | 0.2% |
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