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Original filing (PDF)20251013083651NAL0000964177001
RIVERSIDE HEALTHCARE
Form 5500
FILING_RECEIVED
RIVERSIDE HEALTHCARE 401(A) SAVINGS PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,131
Accounts w/ balance
3,605
Plan assets (EOY)
$125.2M
Net assets (EOY)
$125.2M
How this plan invests
This plan
37 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
- 18 bps in Schedule C fees — 78% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIVERSIDE HEALTHCARE.
Plan sponsor
Name
RIVERSIDE HEALTHCARE
EIN
36-3167726
Address
350 NORTH WALL STREET · KANKAKEE, IL · 60901
Phone
(815) 935-7547
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $164K | — |
| MERCER (US) INC | — | BOSTON, MA | NONE | $43K | — |
| SIKICH LLP | — | CHICAGO, IL | NONE | $16K | — |
Investments
37 direct securities· $125.2M(100% of reported assets)
Uncategorized
$123.8M
36 holdings
Mutual Funds
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fully Benefit-Responsive Investment Contracts * Empower Annuity Insurance Company of America Guaranteed Fixed Fund | — | — | — | $16.7M | 13.3% | |
| Vanguard Institutional Index Fund I | — | — | — | $14.1M | 11.2% | |
| SSGA Funds State Street Target Retirement 2030 Fund K | — | — | — | $10.3M | 8.2% | |
| SSGA Funds State Street Target Retirement 2040 Fund K | — | — | — | $8.9M | 7.1% | |
| SSGA Funds State Street Target Retirement 2045 Fund K | — | — | — | $8.4M | 6.7% | |
| SSGA Funds State Street Target Retirement 2035 Fund K | — | — | — | $7.7M | 6.2% | |
| SSGA Funds State Street Target Retirement 2025 Fund K | — | — | — | $7.3M | 5.9% | |
| SSGA Funds State Street Target Retirement 2020 Fund K | — | — | — | $6.6M | 5.3% | |
| SSGA Funds State Street Target Retirement 2050 Fund K | — | — | — | $6.3M | 5.0% | |
| Empower Annuity Insurance Company of America Guaranteed Interest Fund | — | — | — | $6.2M | 5.0% | |
| JP Morgan JPMorgan Large Cap Growth Fund R6 | — | — | — | $5.5M | 4.4% | |
| SSGA Funds State Street Target Retirement 2055 Fund K | — | — | — | $4.8M | 3.8% | |
| Janus Henderson Janus Henderson Balanced Fund N | — | — | — | $2.4M | 1.9% | |
| MFS Value Fund R6 | — | — | — | $2.3M | 1.8% | |
| SSGA Funds State Street Target Retirement 2060 Fund K | — | — | — | $1.8M | 1.4% | |
| Vanguard Small Cap Index Fund Admiral Shares | — | — | — | $1.7M | 1.3% | |
| Artisan Mid Cap Fund | — | — | — | $1.5M | 1.2% | |
| American Funds American Funds Europacific Institutional Fund | Mutual Funds | — | — | $1.4M | 1.1% | |
| Vanguard Explorer Fund Admiral Shares | — | — | — | $1.4M | 1.1% | |
| MFS New Discovery Value Fund R6 | — | — | — | $1.4M | 1.1% | |
| TCW Group TCW Metwest Total Return Bond Fund | — | — | — | $1.3M | 1.1% | |
| Vanguard Mid Cap Index Fund Admiral Shares | — | — | — | $1.3M | 1.1% | |
| Vanguard International Growth Fund Admiral Shares | — | — | — | $1.3M | 1.0% | |
| SSGA Funds State Street Target Retirement Fund K | — | — | — | $1.3M | 1.0% | |
| SSGA Funds State Street Target Retirement 2065 Fund K | — | — | — | $838K | 0.7% | |
| Transamerica Mid Cap Value Opportunities Fund R6 | — | — | — | $822K | 0.7% | |
| PIMCO Income Institutional Mutual Fund | — | — | — | $688K | 0.5% | |
| Principal Diversified Real Asset Fund R6 | — | — | — | $290K | 0.2% | |
| Fidelity Total International Index Institutional Fund Premium | — | — | — | $233K | 0.2% | |
| Self-Directed Brokerage Accounts Fidelity Select Energy Portfolio | — | — | — | $225K | 0.2% | |
| Fidelity US Bond Index Fund | — | — | — | $161K | 0.1% | |
| Fidelity Total Market Index Fund | — | — | — | $84K | <0.1% | |
| Vanguard Information Technology Index Fund Admiral Shares | — | — | — | $72K | <0.1% | |
| Virtus Zevenbergen Technology Fund Institutional | — | — | — | $58K | <0.1% | |
| Guggenheim Investments Rydex Inverse NASDAQ-100 2x Strategy Fund | — | — | — | $19K | <0.1% | |
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $15K | <0.1% | |
| Guggenheim Investments Rydex Inverse Russell 2000 2x Strategy Fund ** 598 Pershing Money Market Fund | — | — | — | $11K | <0.1% |