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Original filing (PDF)20250730084947NAL0002189619001
RIDDLE'S GROUP, INC.
Form 5500
FILING_RECEIVED
RIDDLE'S GROUP, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
538
Accounts w/ balance
639
Plan assets (EOY)
$40.5M
Net assets (EOY)
$40.5M
How this plan invests
This plan
3 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIDDLE'S GROUP, INC..
Plan sponsor
Name
RIDDLE'S GROUP, INC.
EIN
46-0357804
Address
2707 MOUNT RUSHMORE ROAD · RAPID CITY, SD · 57701
Phone
(605) 343-2226
Industry
Retail Tradesee 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)
Audit & trust (Schedule H)
Auditor
KETEL THORSTENSON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $54K | — |
Investments
29 direct securities · 3 pooled funds· $45.7M(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
$36.0M
29 holdings
Common Collective Trust
$9.0M
2 holdings
Pooled Separate Account
$652K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Reliance Trust Reliance Trust Stable Value Fund | — | — | — | $5.2M | 12.8% | |
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $4.6M | 11.3% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $4.5M | 11.1% | |
| Charles Schwab S&P 500 Index Select | — | — | — | $4.1M | 10.2% | |
| JP Morgan JP Morgan Large Cap Growth R6 Fund | — | — | — | $4.0M | 9.8% | |
| Vanguard Target Retirement Fund 2030 | — | — | — | $3.5M | 8.7% | |
| Vanguard Target Retirement Fund 2040 | — | — | — | $2.5M | 6.2% | |
| Vanguard Target Retirement Fund 2050 | — | — | — | $2.1M | 5.3% | |
| Vanguard Target Retirement Fund 2025 | — | — | — | $1.6M | 3.9% | |
| Fidelity Mid Cp Index Fund | — | — | — | $1.4M | 3.4% | |
| Vanguard Target Retirement Fund 2055 | — | — | — | $1.3M | 3.2% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth | — | — | — | $1.2M | 3.0% | |
| Vanguard Target Retirement Fund 2020 | — | — | — | $1.1M | 2.8% | |
| Metropolitan West Metropolitan Wt Total Return Bond CL I | — | — | — | $1.0M | 2.6% | |
| Charles Schwab Charles Schwab Small Cap Index | — | — | — | $914K | 2.3% | |
| Vanguard Target Retirement Fund 2045 | — | — | — | $903K | 2.2% | |
| Vanguard Target Retirement Income Fund | — | — | — | $818K | 2.0% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $652K | 1.6% | |
| Ranging from May 2025 to November 2029 -0- | — | — | — | $621K | 1.5% | |
| Vanguard International Growth Admiral | — | — | — | $593K | 1.5% | |
| American Funds American Funds American Balanced Fund | — | — | — | $576K | 1.4% | |
| Vanguard Target Retirement Fund 2035 | — | — | — | $526K | 1.3% | |
| Vanguard Target Retirement Fund 2060 | — | — | — | $477K | 1.2% | |
| PIMCO RAE US Small Institutional Fund | — | — | — | $343K | 0.8% | |
| T Rowe Price T Rowe Price Small Cap Stock | — | — | — | $222K | 0.5% | |
| MFS Mid Cap Value R6 Fund | — | — | — | $216K | 0.5% | |
| Vanguard Target Retirement Fund 2065 | — | — | — | $209K | 0.5% | |
| Hartford Balanced Income | — | — | — | $181K | 0.4% | |
| American Funds American Funds Inflation Linked Bond R6 Fund | — | — | — | $159K | 0.4% | |
| Vanguard Target Retirement Fund 2070 | — | — | — | $48K | 0.1% | |
| Charles Schwab Fundamental International Small Company | — | — | — | $45K | 0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Z | — | — | — | $42K | 0.1% |
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