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Original filing (PDF)20251014135058NAL0004136816001
RIVERSIDE MANAGMENT SERVICES, INC
Form 5500
FILING_RECEIVED
RIVERSIDE HEALTH SYSTEM RETIREMENT INCOME PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
1,767
Accounts w/ balance
0
Plan assets (EOY)
$538.8M
Net assets (EOY)
$538.8M
How this plan invests
This plan
10 pooled trusts
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 300% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIVERSIDE MANAGMENT SERVICES, INC.
Plan sponsor
Name
RIVERSIDE MANAGMENT SERVICES, INC
EIN
52-1241840
Address
12420 WARWICK BOULEVARD · BUILDING 6, SUITE 6G · NEWPORT NEWS, VA · 23606
Phone
(757) 534-7000
Industry
Health Care & Social Assistancesee 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
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
PBMARES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL COSTODIAL SOLUTIONS | 51-0099493 | — | TRUSTEE | $341K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | OTHER | $952K | — |
Investments
5 direct securities · 10 pooled funds· $602.4M(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.
Common Collective Trust
$497.6M
10 holdings
Uncategorized
$104.8M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MERCER US LARGE CAP EQUITY MERCER COLLECTIVE TRUST · EIN 03-0566610 / PN 001 | Common Collective Trust | — | $87.1M | $107.4M | 19.9% | |
| Mercer Active Long Corporate Investment Portfolio | — | — | $78.2M | $71.5M | 13.3% | |
| MERCER ACT LNG CORP INV PORT MERCER TRUST COMPANY · EIN 45-6178743 / PN 004 | Common Collective Trust | — | — | $71.5M | 13.3% | |
| MERCER OPP FIXED INCOME MERCER COLLECTIVE TRUST · EIN 36-7630030 / PN 020 | Common Collective Trust | — | $58.3M | $65.6M | 12.2% | |
| MERCER NON-US CORE EQ PORT MERCER COLLECTIVE TRUST · EIN 03-0566617 / PN 009 | Common Collective Trust | — | $32.0M | $58.6M | 10.9% | |
| MERCER LONG ST FIX INC PRTF MERCER TRUST COMPANY · EIN 80-6243236 / PN 019 | Common Collective Trust | — | $69.9M | $45.9M | 8.5% | |
| MERCER LONG DUR PASSIVE FIXED MERCER COLLECTIVE TRUST · EIN 51-0560117 / PN 010 | Common Collective Trust | — | $47.3M | $40.3M | 7.5% | |
| MERCER ERISA HEDGE FUND INV MERCER COLLECTIVE TRUST · EIN 47-2199849 / PN 021 | Common Collective Trust | — | $23.0M | $37.2M | 6.9% | |
| MERCER US SMALL MIDCAP EQUITY MERCER COLLECTIVE TRUST · EIN 03-0566611 / PN 003 | Common Collective Trust | — | $12.1M | $28.9M | 5.4% | |
| MERCER EMERGING MARKETS EQUITY MERCER COLLECTIVE TRUST · EIN 32-6219484 / PN 017 | Common Collective Trust | — | $19.4M | $21.8M | 4.0% | |
| COHEN & STEERS COLLECTIVE INV SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | $22.5M | $20.3M | 3.8% | |
| Mercer Private Investment Partners IV, LP | — | — | $7.7M | $11.8M | 2.2% | |
| Mercer Private Investment Partners VI, LP | — | — | $7.2M | $9.6M | 1.8% | |
| Mercer Private Investment Partners VII, LP | — | — | $6.2M | $8.4M | 1.6% | |
| Allspring Global Investments Allspring Government Money Market Fund | — | — | $3.5M | $3.5M | 0.7% |