THAN THAI signed RIVO Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RIVO Holdings, LLC's EIN is 27-3871751.
Download the official 2024 Form 5500 (PDF) for RIVO Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RIVO Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $20K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $885K | 22.0% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $768K | 19.1% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $598K | 14.9% | |
| FID 500 IND | Registered Investment Companies | — | — | $344K | 8.6% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $295K | 7.3% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $162K | 4.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $145K | 3.6% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $95K | 2.4% | |
| HARTFORD DIVIDEND & GROWTH R6 | Registered Investment Companies | — | — | $88K | 2.2% | |
| FID ADV GRWTH OPPS - Z | Registered Investment Companies | — | — | $71K | 1.8% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $67K | 1.7% | |
| FID FREE INDEX 2065 IP 877 REGISTERED INVESTMENT COMPANY VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $48K | 1.2% | |
| INVESCO GOLD & SPEC MINR6 | Registered Investment Companies | — | — | $45K | 1.1% | |
| JAN HEND GLOBAL TECH INNOV N | Registered Investment Companies | — | — | $41K | 1.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $33K | 0.8% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $28K | 0.7% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $22K | 0.6% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $20K | 0.5% | |
| AB SMALL CAP GROWTH I | Registered Investment Companies | — | — | $14K | 0.4% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $14K | 0.3% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $12K | 0.3% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $8K | 0.2% | |
| T ROWE PRICE GLOBAL STOCK I | Registered Investment Companies | — | — | $7K | 0.2% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $4K | 0.1% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| ROYCE SMALLCAP OPPORTUNITY INS 119 REGISTERED INVESTMENT COMPANY BR HEALTH SCIENCES OPPS K | Registered Investment Companies | — | — | $2K | <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 |
| $19K |
| — |
