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Original filing (PDF)20250924131326NAL0017148210001
RIDGEVIEW INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
THE RIDGEVIEW INDUSTRIES RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
550
Accounts w/ balance
656
Plan assets (EOY)
$47.7M
Net assets (EOY)
$47.7M
How this plan invests
This plan
1 pooled trust
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIDGEVIEW INDUSTRIES, INC..
Plan sponsor
Name
RIDGEVIEW INDUSTRIES, INC.
EIN
38-2736877
Address
3093 NORTHRIDGE DR., NW · GRAND RAPIDS, MI · 49544
Phone
(616) 453-8636
Industry
Manufacturingsee 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
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HUNGERFORD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMPF HOLDING CORPORATION DBA AMERIP | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $44K | — |
| AMERIPRISE FINANCIAL INC DBA COLUMB | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $23K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RIDGEVIEW INDUSTRIES INC | — | GRAND RAPIDS, MI | OTHER | $17K | — |
Investments
17 direct securities · 1 pooled fund· $47.7M(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
$41.7M
17 holdings
Common Collective Trust
$6.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Putnam Large Cap Value A Fund | — | — | — | $6.9M | 14.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $6.0M | 12.6% | |
| MFS International Diversification R3 Fund | — | — | — | $4.8M | 10.1% | |
| Lazard Emerging Markets Open Fund | — | — | — | $3.1M | 6.6% | |
| American Funds Europacific Growth R4 Fund | — | — | — | $3.1M | 6.5% | |
| Putnam Income A Fund | — | — | — | $3.0M | 6.3% | |
| Allspring SMid Cap Growth A | — | — | — | $2.9M | 6.0% | |
| Neuberger & Berman Genesis Trust Fund | — | — | — | $2.8M | 5.8% | |
| Oakmark Investor Fund | — | — | — | $2.8M | 5.8% | |
| American Funds Fundamental Investors R4 Fund | — | — | — | $2.4M | 5.1% | |
| MFS Mid Cap Value R3 Fund | — | — | — | $2.3M | 4.9% | |
| MFS Growth R3 Fund | — | — | — | $2.1M | 4.4% | |
| Participant Loans | — | — | — | $1.3M | 2.7% | |
| PIMCO Income Admiral Fund | — | — | — | $1.1M | 2.2% | |
| American Funds Retirement Inc. Port-Cnsrv R4 Fund | — | — | — | $945K | 2.0% | |
| American Funds Growth Fund of America R4 | — | — | — | $878K | 1.8% | |
| American Funds New World Fund R4 | — | — | — | $728K | 1.5% | |
| American Funds Inflation Linked Bond Fund R4 | — | — | — | $620K | 1.3% |