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Original filing (PDF)20250730084354NAL0009715122001
RIVERSIDE ELECTRONICS LTD.
Form 5500
FILING_RECEIVED
RIVERSIDE INTEGRATED SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
33% in single holding
Active participants
288
Accounts w/ balance
227
Plan assets (EOY)
$15.3M
Net assets (EOY)
$15.3M
How this plan invests
This plan
42 pooled trusts
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "VOYA RETIREMENT INS AND ANN VANGRD LIFESTRAT GRW FD INV" is 33% of plan.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIVERSIDE ELECTRONICS LTD..
Plan sponsor
Name
RIVERSIDE ELECTRONICS LTD.
EIN
41-1489336
Address
ONE RIVERSIDE DRIVE · ONE RIVERSIDE DRIVE · LEWISTON, MN · 559520730
Phone
(507) 523-3220
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
2025-07-30
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORDKEEPER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN WISCONSIN ASSOCIATE | 39-1444845 | WAUSAU, WI | TPA | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | INVESTMENT AD VISORY (PLA | $0 | — |
Investments
2 direct securities · 42 pooled funds· $15.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$14.3M
41 holdings
Common Collective Trust
$1.0M
1 holding
Uncategorized
$73K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD LIFESTRAT GRW FD INV VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $5.0M | 32.6% | |
| VANGUARD 500 INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.6M | 10.3% | |
| VANGUARD LIFESTRAT MD GRW FD INV VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.5M | 9.9% | |
| VOYA LARGE CAP GROWTH FUND 8 VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $1.0M | 6.5% | |
| AMERICAN FUNDS AM BALANCED R6 VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $631K | 4.1% | |
| AMERICAN FUNDS 2030 T DATE R6 VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $438K | 2.9% | |
| VANGUARD LIFESTRAT CNS GR FD INV VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $416K | 2.7% | |
| AMERICAN FUNDS WASH MUTUAL R6 VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $415K | 2.7% | |
| VOYA FIXED ACCOUNT (4062) VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $376K | 2.5% | |
| AMERICAN FUNDS 2055 T DATE R6 VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $334K | 2.2% | |
| AMERICAN FUNDS 2035 T DATE R6 VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $316K | 2.1% | |
| JPMORGAN EQUITY INCOME FUND R6 VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $235K | 1.5% | |
| AMERICAN FUNDS 2045 T DATE R6 VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $225K | 1.5% | |
| VANGUARD MID-CAP INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $215K | 1.4% | |
| VOYA INTERMEDIATE BOND FUND R VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $171K | 1.1% | |
| AMERICAN FUNDS NW PRSPCTV R6 VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $169K | 1.1% | |
| DFA US TARGETED VI PORT INS VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $161K | 1.0% | |
| CLRBRG SMCP GRW FD IS VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $160K | 1.0% | |
| AMERICAN FUNDS 2010 T DATE R6 VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $156K | 1.0% | |
| AMERICAN FUNDS NEW WORLD R6 VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $146K | 1.0% | |
| AMERICAN FUNDS 2025 T DATE R6 VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $139K | 0.9% | |
| JPMORGAN LGCP GRW FND R6 VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $134K | 0.9% | |
| AMERICAN FUNDS 2050 T DATE R6 VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $132K | 0.9% | |
| DFA REAL ESTATE SECS PORT INS VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $130K | 0.8% | |
| AMERICAN FUNDS FDMNTL INV R6 VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $128K | 0.8% | |
| AMERICAN FUNDS 2060 T DATE R6 VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $122K | 0.8% | |
| VANGUARD TOT INT STK IN F ADM VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $103K | 0.7% | |
| AMERICAN FUNDS 2020 T DATE R6 VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $89K | 0.6% | |
| VY BARON GROWTH PORT R6 VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $88K | 0.6% | |
| VANGUARD SMALL-CAP INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $86K | 0.6% | |
| DFA INFL-PROT SEC PORT INS VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $83K | 0.5% | |
| AMERICAN FUNDS CAP INC BLD R6 VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $79K | 0.5% | |
| AMERICAN FUNDS 2040 T DATE R6 VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $78K | 0.5% | |
| AMERICAN FUNDS EUROPACIFIC R6 VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $68K | 0.4% | |
| VOYA RETIREMENT INS AND ANN VICTOSRYYCMR EST VL FD R6 | — | — | — | $66K | 0.4% | |
| VICTORY SYCMR EST VI FD R6 VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $66K | 0.4% | |
| PIMCO INCOME FUND INS VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $52K | 0.3% | |
| AMERICAN FUNDS 2065 T DATE R6 VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $35K | 0.2% | |
| PGIM HIGH YIELD FUND R6 VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $10K | <0.1% | |
| VOYA RETIREMENT INS AND ANN VANGRD LIFESTRAT INC FD INV | — | — | — | $7K | <0.1% | |
| VANGUARD LIFESTRAT IND FD INV VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| AB GLOBAL BOND FUND Z VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| AMERICAN FUNDS 2070 T DATE R6 VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VOYA GC MNY MKT FA (HLD ACCT) VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $150 | <0.1% |
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