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Original filing (PDF)20251218141246NAL0011956866001
RIETH-RILEY CONSTRUCTION CO., INC.
Form 5500
FILING_RECEIVED
INFRASTRUCTURE PROSPERITY GROUP EMPLOYEE STOCK OWNERSHIP AND DEFERRED COMPENSATION PLAN
401(k) retirement plan
Signals · 2
61% in single holding86% employer stock
Active participants
1,039
Accounts w/ balance
1,188
Plan assets (EOY)
$997.9M
Net assets (EOY)
$858.9M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
50
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "RR Holdco, Inc. Class B common stock, 79,899 shares" is 61% of plan.
- 86% of plan in employer / sponsor stock.
Helping the score
- Below-peer total fees (1 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIETH-RILEY CONSTRUCTION CO., INC..
Plan sponsor
Name
RIETH-RILEY CONSTRUCTION CO., INC.
EIN
35-0918397
Address
3626 ELKHART RD. · P.O. BOX 477 · GOSHEN, IN · 465270477
Phone
(574) 875-5183
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-12-18
Pension benefit codes
2H · Partial participant-directed accounts
2I · Stock bonus
2J · 401(k) feature
2K · 401(m) arrangement
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 1ST SOURCE BANK | — | SOUTH BEND, IN | RECORDKEEPER/BOOK KEEPER | $84K | — |
Investments
28 direct securities · 1 pooled fund· $997.9M(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
$943.9M
26 holdings
Mutual Funds
$33.5M
1 holding
Common Collective Trust
$12.1M
1 holding
Common Stocks
$8.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RR Holdco, Inc. Class B common stock, 79,899 shares | — | — | $137.1M | $607.0M | 60.8% | |
| Company Stock * RR Holdco, Inc. Class A common stock, 32,170 shares | — | — | $40.7M | $244.4M | 24.5% | |
| American Funds Balanced Funds # | Mutual Funds | — | — | $33.5M | 3.4% | |
| American Funds American Target Retirement 2030 Fund # | — | — | — | $16.6M | 1.7% | |
| MORELY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $12.1M | 1.2% | |
| American Funds American Target Retirement 2040 Fund # | — | — | — | $9.3M | 0.9% | |
| Fidelity Advisor Equity Growth Fund # | — | — | — | $8.7M | 0.9% | |
| Berkshire Hathaway Class B Common Stock # | Common Stocks | — | — | $8.5M | 0.8% | |
| Vanguard 500 Index Fund # | — | — | — | $6.4M | 0.6% | |
| American Funds Washington Mutual Investors Fund # | — | — | — | $6.3M | 0.6% | |
| American Funds American Target Retirement 2050 Fund # | — | — | — | $6.2M | 0.6% | |
| PIMCO Institutional Total Return Fund # | — | — | — | $5.3M | 0.5% | |
| Collective Investment Account American Trust Custody Deposit Management Program I # | — | — | — | $5.3M | 0.5% | |
| American Funds American Target Retirement 2020 Fund # | — | — | — | $5.1M | 0.5% | |
| Vanguard Small-Cap Index Fund Admiral Shares # | — | — | — | $3.6M | 0.4% | |
| Columbia Capital Allocation Moderate # | — | — | — | $3.3M | 0.3% | |
| Vanguard Value Index Fund # | — | — | — | $2.8M | 0.3% | |
| American Funds American Target Retirement 2060 Fund # | — | — | — | $2.0M | 0.2% | |
| Notes Receivable from Participants * Notes receivable from participants Interest rates of 4.25% to 9.50% | — | — | — | $2.0M | 0.2% | |
| Morgan Stanley Institutional International Equity Fund # | — | — | — | $2.0M | 0.2% | |
| Columbia Capital Allocation Aggressive # | — | — | — | $1.9M | 0.2% | |
| Metropolitan West Institutional Total Return Fund # | — | — | — | $1.9M | 0.2% | |
| Neuberger Berman Mid Cap Growth Fund # | — | — | — | $1.3M | 0.1% | |
| Vanguard Ttl Intl Stock Index Fund Admiral Shares # | — | — | — | $922K | <0.1% | |
| Columbia Capital Allocation Moderate Aggressive # | — | — | — | $515K | <0.1% | |
| Cash Federated Treasury Obligations Fund Instl, | — | — | $485K | $485K | <0.1% | |
| Vanguard Total Bond Market Index # | — | — | — | $395K | <0.1% | |
| Mid Atlantic Cash | — | — | $82K | $82K | <0.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares # | — | — | — | $73K | <0.1% |
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