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Original filing (PDF)20250918125409NAL0001359713001
RIFFLE MACHINE WORKS
Form 5500
FILING_RECEIVED
RIFFLE MACHINE WORKS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
323
Accounts w/ balance
218
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (28 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIFFLE MACHINE WORKS.
Plan sponsor
Name
RIFFLE MACHINE WORKS
EIN
34-1848737
Address
5746 STATE RTE. 159 · CHILLICOTHE, OH · 45601
Phone
(740) 775-3059
Industry
Transportation & Warehousingsee 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
2025-09-18
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GBQ PARTNERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS. | — | ST. LOUIS, MO | NONE | $3K | — |
| NEWPORT GROUP, INC. | 27-2037969 | — | NONE | $2K | — |
Investments
16 direct securities · 1 pooled fund· $1.5M(100% 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
$1.5M
16 holdings
Common Collective Trust
$2K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement Blend 2055 R6 JP Morgan 0 | — | — | — | $295K | 19.7% | |
| JPMorgan SmartRetirement Blend 2035 R6 JP Morgan 0 | — | — | — | $269K | 17.9% | |
| JPMorgan SmartRetirement Blend 2045 R6 JP Morgan 0 | — | — | — | $219K | 14.6% | |
| JPMorgan SmartRetirement Blend 2040 R6 JP Morgan 0 | — | — | — | $177K | 11.8% | |
| Oakmark Equity & Income Investor Oakmark 0 8 Schwab S&P 500 Index Fund Schwab 0 | — | — | — | $143K | 9.5% | |
| JPMorgan SmartRetirement Blend 2050 R6 JP Morgan 0 | — | — | — | $105K | 7.0% | |
| JPMorgan SmartRetirement Blend Inc R6 JP Morgan 0 | — | — | — | $91K | 6.1% | |
| JPMorgan SmartRetirement Blend 2025 R6 JP Morgan 0 | — | — | — | $62K | 4.2% | |
| PGIM Total Return Bond CL Z PGIM 0 | — | — | — | $49K | 3.2% | |
| JPMorgan Large Cap Growth R5 JP Morgan 0 | — | — | — | $37K | 2.4% | |
| JPMorgan SmartRetirement Blend 2030 R6 JP Morgan 0 | — | — | — | $16K | 1.1% | |
| JPMorgan SmartRetirement Blend 2020 R6 JP Morgan 0 | — | — | — | $12K | 0.8% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $7K | 0.4% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $6K | 0.4% | |
| American Funds EuroPacific Gr R6 American Funds 0 | — | — | — | $6K | 0.4% | |
| Buffalo Mid Cap Discovery Inv Buffalo 0 | — | — | — | $4K | 0.3% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2K | 0.2% |
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