How big is The Riverwoods Group's plan?

The Riverwoods Group's plan reported $22.9M in assets and 959 participants for 2024.

Original filing (PDF)20250908135606NAL0019366465001

The Riverwoods Group

Name: The Riverwoods Group — The Riverwoods Group 403(b), Form 5500 (2024)
Creator: The Riverwoods Group
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Riverwoods Group 403(b) Plan

403(b) retirement plan · The Riverwoods Group's The Riverwoods Group 403(b) Plan held $22.9M in plan assets for 959 participants in 2024, with Nationwide as recordkeeper.

Signals · 1

~85 bps in Sched C fees

Active participants

959

Accounts w/ balance

510

Plan assets (EOY)

$22.9M

Net assets (EOY)

$22.9M

People on this filing

John BOWE signed The Riverwoods Group's 2024 Form 5500 as plan administrator.

John BOWE — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Riverwoods Group's EIN is 45-1450956.

EIN 45-1450956

Plan number 001

Plan year 2024

ACK ID 20250908135606NAL0019366465001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Riverwoods Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Riverwoods Group's plan includes profit-sharing, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE RIVERWOODS GROUP.

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How this plan invests

This plan

49 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Plan sponsor

Name

THE RIVERWOODS GROUP

EIN

all filings

Address

5 WHITE OAK DRIVE · EXETER, NH · 03833

Phone

(603) 772-4700

Industry

Health Care & Social Assistance

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

2025-09-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	—	COLUMBUS, OH	—	$109K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL LLC-RPCP	95-2834236	SAN DIEGO, CA	—	$78K	—
THE PENSION SERVICE	16-0874395	NORTH HAVEN, CT

Investments

49 direct securities· $22.8M(100% of reported assets)

Mutual Funds

$17.2M

29 holdings

Other securities

$3.5M

11 holdings

Common Collective Trusts

$1.8M

8 holdings

Bonds / Notes

$247K

1 holding

					% of plan
American Funds 2035 Target Date Retirement Fund "	Mutual Funds	—	—	$2.4M	10.3%
American Funds 2030 Target Date Retirement Fund "	Mutual Funds	—	—	$1.9M	8.4%
American Funds American Balanced Fund "	Mutual Funds	—	—	$1.7M	7.5%
American Funds 2025 Target Date Retirement Fund "	Mutual Funds	—	—	$1.7M	7.3%
American Funds 2045 Target Date Retirement Fund "	Mutual Funds	—	—	$1.3M	5.8%
Calvert Equity Fund "	Other securities	—	—	$1.3M	5.7%
T. Rowe Price Dividend Growth Fund "	Other securities	—	—	$1.2M	5.1%
American Funds 2050 Target Date Retirement Fund "	Mutual Funds	—	—	$1.1M	4.9%
Vanguard Value Index Fund "	Common Collective Trusts	—	—	$916K	4.0%
American Funds 2040 Target Date Retirement Fund "	Mutual Funds	—	—	$887K	3.9%
American Funds 2055 Target Date Retirement Fund "	Mutual Funds	—	—	$798K	3.5%
Vanguard Target Retirement 2030 Fund "	Mutual Funds	—	—	$736K	3.2%
American Funds 2020 Target Date Retirement Fund "	Mutual Funds	—	—	$685K	3.0%
MFS Mid Cap Growth Fund "	Mutual Funds	—	—	$626K	2.7%
Vanguard Small-Cap Index Fund "	Common Collective Trusts	—	—	$593K	2.6%
MFS International Diversity Fund R6 "	Mutual Funds	—	—	$566K	2.5%
Vanguard Wellesley Income Fund "	Mutual Funds	—	—	$490K	2.1%
American Funds EuroPacific Growth Fund "	Mutual Funds	—	—	$481K	2.1%
PGIM High Yield Fund "	Other securities	—	—	$477K	2.1%
American Funds 2060 Target Date Retirement Fund "	Mutual Funds	—	—	$441K	1.9%
Vanguard Infl Prtct Sec Adm mutual fund	Mutual Funds	—	—	$353K	1.5%
American Funds 2015 Target Date Retirement Fund "	Mutual Funds	—	—	$339K	1.5%
Participant Loans (5.25% - 10.50%) -	Bonds / Notes	—	—	$247K	1.1%
Federated Government Obligations Fund "	Other securities	—	—	$240K	1.1%
Putnam Small-Cap Growth Y Fund "	Mutual Funds	—	—	$216K	0.9%
Vanguard Mid-Cap Index Fund "	Common Collective Trusts	—	—	$178K	0.8%
Putnam Focused Equity Fund "	Mutual Funds	—	—	$139K	0.6%
Neuberger Berman Core Bond Fund I Class "	Other securities	—	—	$134K	0.6%
American Funds New World Fund "	Mutual Funds	—	—	$112K	0.5%
American Funds 2010 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$94K	0.4%
Macquarie Balanced Fund Class A "	Other securities	—	—	$87K	0.4%
Cohen & Steers Real Estate Securities Fund "	Other securities	—	—	$53K	0.2%
American Funds 2065 Target Date Retirement Fund "	Mutual Funds	—	—	$45K	0.2%
Principal St Income Institution "	Other securities	—	—	$39K	0.2%
Vanguard Developed Markets Index Fund " 918 Vanguard Emerging Markets Stock Index Fund " 943 Vanguard Global Capital Cycles Fund "	Common Collective Trusts	—	—	$31K	0.1%
AB Global Real Estate Investment Fund "	Other securities	—	—	$28K	0.1%
PIMCO CommodityRealReturn Strategy Fund "	Mutual Funds	—	—	$24K	0.1%
Vanguard Inflation-Protected Securities Fund "	Mutual Funds	—	—	$24K	0.1%
Vanguard 500 Index Fund Admiral "	Common Collective Trusts	—	—	$19K	<0.1%
Vanguard 500 Index Fund "	Common Collective Trusts	—	—	$16K	<0.1%
T. Rowe Price Spectrum Moderate Growth Allocation Fund "	Other securities	—	—	$12K	<0.1%
Metlife Fixed Interest guaranteed ins contract	Other securities	—	—	$7K	<0.1%
Vanguard Large Cap Index Fund "	Common Collective Trusts	—	—	$4K	<0.1%
Vanguard Short-Term Inflation-Protected Securities Index Fund "	Common Collective Trusts	—	—	$2K	<0.1%
Vanguard Stinflprtsecind mutual fund	Mutual Funds	—	—	$2K	<0.1%
Vanguard Intermediate-Term Investment-Grade Fund "	Mutual Funds	—	—	$2K	<0.1%
Vanguard Intmdtrminvtgrd mutual fund	Mutual Funds	—	—	$2K	<0.1%
Vanguard Long-Term Treasury Fund "	Mutual Funds	—	—	$2K	<0.1%
Vanguard Lt Trsry Adm mutual fund	Mutual Funds	—	—	$2K	<0.1%