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Original filing (PDF)20260107131452NAL0010640784001
RIVER VALLEY COOPERATIVE
Form 5500
FILING_RECEIVED
THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES
Defined-benefit pension plan
Active participants
12
Accounts w/ balance
—
Plan assets (EOY)
$13.5M
Net assets (EOY)
$13.5M
How this plan invests
This plan
10 pooled trusts
Schedule D
17 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 (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIVER VALLEY COOPERATIVE.
Plan sponsor
Name
RIVER VALLEY COOPERATIVE
EIN
42-0244210
Address
PO BOX 256 · ELDRIDGE, IA · 527480256
Phone
(563) 285-7820
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Name
ASSOCIATED BENEFITS CORPORATION
EIN
42-1279416
City
WEST DES MOINES, IA
Phone
(515) 226-0303
Plan characteristics
Plan number
020
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-07
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | 42-0127290 | — | NONE | $12K | — |
| MERCER | 13-2934414 | — | NONE | $7K | — |
Investments
17 direct securities · 10 pooled funds· $21.7M(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
$13.5M
17 holdings
Common Collective Trust
$8.2M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Europacific Growth R6 Fund | — | 187,835 | — | $1.8M | 13.2% | |
| PFG/FEDERATED TOTAL RETURN BOND CIT SEI TRUST COMPANY · EIN 46-6584317 / PN 001 | Common Collective Trust | — | — | $1.8M | 13.2% | |
| Allspring Short-Term Investment Fund A Class S1 | — | 180,940 | — | $1.8M | 13.2% | |
| ALLSPRING CORE BOND CIT F SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $1.8M | 13.2% | |
| Principal/T. Rowe Price Institutional Large-Cap Growth Managed CIT N | — | 195,459 | — | $1.8M | 13.1% | |
| ALPS/CoreCommodity Management Complete Commodities Strategy Fund | — | 175,258 | — | $1.2M | 9.1% | |
| PRINCIPAL/BLACKROCK S&P 500 INDEX SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $1.2M | 9.1% | |
| PIMCO High Yield Fund Institutional Class | — | 25,464 | — | $839K | 6.2% | |
| PRINCIPAL/MFS VALUE CIT F SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $839K | 6.2% | |
| Principal/MFS Value CIT N | — | 67,970 | — | $826K | 6.1% | |
| Principal/Federated Total Return Bond CIT N | — | 48,358 | — | $798K | 5.9% | |
| Invesco Oppenheimer International Growth R6 Fund | — | 17,603 | — | $692K | 5.1% | |
| PRINCIPAL/BLACKROCK S&P MC INDX CIT SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $692K | 5.1% | |
| Principal/BlackRock International Equity Index CIT N | — | 72,322 | — | $561K | 4.2% | |
| Principal/BlackRock S&P MidCap Index CIT N | — | 24,820 | — | $548K | 4.1% | |
| Principal/Multi-Manager Small Cap CIT N | — | 9,934 | — | $542K | 4.0% | |
| Fidelity Real Estate Index Fund | — | 25,043 | — | $532K | 3.9% | |
| PRINCIPAL/BLACKROCK INTL EQTY INDEX SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $532K | 3.9% | |
| TCW MetWest Total Return Bond Fund Class I | — | 17,449 | — | $418K | 3.1% | |
| PFG/MULTI-MANAGER SMALL CAP CIT N SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $418K | 3.1% | |
| Allspring Core Bond CIT N | — | 8,637 | — | $369K | 2.7% | |
| PRINCIPAL/TRP INST LCG MGD CIT F SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $369K | 2.7% | |
| Fidelity Emerging Markets Index Fund | — | 41,063 | — | $366K | 2.7% | |
| PRINCIPAL/AB LARGE CAP GROWTH CIT SEI TRUST COMPANY · EIN 92-1443848 / PN 003 | Common Collective Trust | — | — | $366K | 2.7% | |
| Principal/BlackRock S&P 500 Index CIT N | — | 6,034 | — | $270K | 2.0% | |
| Principal/Alliance Bernstein Large Cap Growth CIT | — | 4,712 | — | $175K | 1.3% | |
| ALLSPRING ST INVESTMENT FUND S1 SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $175K | 1.3% |
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