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Original filing (PDF)20251010080624NAL0007785025001
RIVA SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
RIVA SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
277
Accounts w/ balance
276
Plan assets (EOY)
$13.7M
Net assets (EOY)
$13.7M
How this plan invests
This plan
23 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 54 bps in Schedule C fees — 87% 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 RIVA SOLUTIONS, INC..
Plan sponsor
Name
RIVA SOLUTIONS, INC.
EIN
27-1511336
Address
1676 INTERNATIONAL DR. SUITE 520 · MCLEAN, VA · 22102
Phone
(202) 262-5358
Industry
Professional & Technical Servicessee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
REGAN, SCHICKNER, & HARPER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE CAPITAL GROUP | — | BETHESDA, MD | INVESTMENT MANAGEMENT | $37K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT, LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $37K | — |
Investments
27 direct securities · 23 pooled funds· $13.2M(97% 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
$11.9M
26 holdings
Common Collective Trust
$1.1M
23 holdings
Mutual Funds
$108K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Columbia Threadneedle Core Plus Bond Fund I1 - 141 Fidelity 500 Index Fund - | — | — | — | $2.9M | 21.2% | |
| Fidelity Freedom Index 2050 Fund - | — | — | — | $1.4M | 10.5% | |
| Fidelity Freedom Index 2045 Fund - | — | — | — | $1.4M | 10.2% | |
| Fidelity Freedom Index 2030 Fund - | — | — | — | $1.1M | 7.7% | |
| Fidelity Contrafund - | — | — | — | $682K | 5.0% | |
| Fidelity Freedom Index 2040 Fund - | — | — | — | $514K | 3.8% | |
| Fidelity Freedom Index 2035 Fund - | — | — | — | $470K | 3.4% | |
| LARGE CAP GROWTH FUND WILMINGTON TRUST, N.A. · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $415K | 3.0% | |
| Fidelity Mid Cap Index Fund - | — | — | — | $411K | 3.0% | |
| Fidelity Freedom Index 2055 Fund - | — | — | — | $394K | 2.9% | |
| Fidelity Freedom Index 2060 Fund - | — | — | — | $390K | 2.9% | |
| Vanguard Total Bond Market Index Fund - | — | — | — | $346K | 2.5% | |
| Fidelity Freedom Index Income Fund - 26 Fidelity International Index Fund - | — | — | — | $329K | 2.4% | |
| Fuller & Thaler Fuller & Thaler Behavioral Small Cap Fund - | — | — | — | $304K | 2.2% | |
| LARGE CAP VALUE FUND WILMINGTON TRUST, N.A. · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $288K | 2.1% | |
| Princicpal Principal Real Estate Securities Fund - | — | — | — | $244K | 1.8% | |
| Participant loans bearing interest at a rate of 5.25% - 10.50%, - | — | — | — | $232K | 1.7% | |
| Fidelity Emerging Markets K - | — | — | — | $182K | 1.3% | |
| INTERNATIONAL EQUITY FUND WILMINGTON TRUST, N.A. · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $181K | 1.3% | |
| Macquarie Mid Cap Growth R6 - | — | — | — | $177K | 1.3% | |
| STABLE VALUE FUND WILMINGTON TRUST, N.A. · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $173K | 1.3% | |
| American Century American Century Small Cap Growth Fund - | Mutual Funds | — | — | $108K | 0.8% | |
| Fidelity Freedom Index 2020 Fund - | — | — | — | $107K | 0.8% | |
| Fidelity Freedom Index 2015 Fund - | — | — | — | $97K | 0.7% | |
| PGIM High Yield Fund - | — | — | — | $92K | 0.7% | |
| MFS MID CAP VALUE WILMINGTON TRUST, N.A. · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $79K | 0.6% | |
| Interest-bearing cash * AdvisorTrust FDIC Insured Fund - | — | — | — | $62K | 0.5% | |
| Fidelity Freedom Index 2065 Fund - | — | — | — | $62K | 0.5% | |
| PIMCO RAE US Small Fund Institutional Cl - | — | — | — | $49K | 0.4% | |
| Cohen & Steers Cohen & Steers U.S. Realty Fund - | — | — | — | $14K | <0.1% | |
| flexPATH International Stock Fund I1 - | — | — | — | $6K | <0.1% | |
| Black Rock BlackRock Strategic Global Bond K - | — | — | — | $4K | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2025 FUND WILMINGTON TRUST, N.A. · EIN 47-2275031 / PN 313 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2045 FUND WILMINGTON TRUST, N.A. · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2065 FUND WILMINGTON TRUST, N.A. · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE RETIREMEN WILMINGTON TRUST, N.A. · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2025 FU WILMINGTON TRUST, N.A. · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE RETIREM WILMINGTON TRUST, N.A. · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 FUND WILMINGTON TRUST, N.A. · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE 2035 FUND WILMINGTON TRUST, N.A. · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE 2045 FUND WILMINGTON TRUST, N.A. · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE 2055 FUND WILMINGTON TRUST, N.A. · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE 2065 FUND WILMINGTON TRUST, N.A. · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE RETIREMENT WILMINGTON TRUST, N.A. · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGG 2065 FUND CL R1 WILMINGTON TRUST, N.A. · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2035 FUND WILMINGTON TRUST, N.A. · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2055 FUND WILMINGTON TRUST, N.A. · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONS 2065 FUND CL R1 WILMINGTON TRUST, N.A. · EIN 38-7271380 / PN 761 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2045 FU WILMINGTON TRUST, N.A. · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MOD 2065 FUND CL R1 WILMINGTON TRUST, N.A. · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $0 | <0.1% |
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