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Original filing (PDF)20251008102121NAL0002914515001
RIVERSIDE MANAGEMENT SERVICES, INC.
Form 5500
FILING_RECEIVED
RIVERSIDE HEALTH SYSTEM 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
8,159
Accounts w/ balance
7,173
Plan assets (EOY)
$314.0M
Net assets (EOY)
$314.0M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIVERSIDE MANAGEMENT SERVICES, INC..
Plan sponsor
Name
RIVERSIDE MANAGEMENT SERVICES, INC.
EIN
52-1241840
Address
12420 WARWICK BLVD. · BLDG 6, SUITE 6G · NEWPORT NEWS, VA · 236063001
Phone
(757) 534-5547
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
JAIME COOK
EIN
52-1241840
City
NEWPORT NEWS, VA
Phone
(757) 534-5547
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PBMARES, 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 | $427K | — |
Investments
27 direct securities· $304.7M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Global Advisors Target Retirement 2030 Fund | — | — | — | $47.4M | 15.1% | |
| T. Rowe Price Large Cap Growth Fund | — | — | — | $38.3M | 12.2% | |
| State Street Global Advisors Target Retirement 2040 Fund | — | — | — | $36.2M | 11.5% | |
| Vanguard Index Institutional Fund | — | — | — | $28.4M | 9.1% | |
| State Street Global Advisors Target Retirement 2020 Fund | — | — | — | $21.4M | 6.8% | |
| State Street Global Advisors Target Retirement 2050 Fund | — | — | — | $14.3M | 4.6% | |
| State Street Global Advisors Target Retirement 2045 Fund | — | — | — | $13.3M | 4.2% | |
| State Street Global Advisors Target Retirement 2055 Fund | — | — | — | $11.6M | 3.7% | |
| State Street Global Advisors Target Retirement 2035 Fund | — | — | — | $10.5M | 3.3% | |
| State Street Global Advisors Target Retirement 2025 Fund | — | — | — | $9.7M | 3.1% | |
| JPMorgan Equity Income Fund | — | — | — | $7.8M | 2.5% | |
| Principal Funds, Inc. Small Cap Growth I Fund | — | — | — | $7.6M | 2.4% | |
| Principal Life Insurance Company Principal Fixed Income Guaranteed Option | — | — | — | $7.5M | 2.4% | |
| American Funds EuroPacific Growth Fund | — | — | — | $6.2M | 2.0% | |
| Charles Schwab & Co. Self-directed brokerage accounts | — | — | — | $6.1M | 2.0% | |
| Columbia Small Cap Value II I Fund | — | — | — | $5.9M | 1.9% | |
| JPMorgan Core Bond Fund | — | — | — | $5.6M | 1.8% | |
| State Street Global Advisors Target Retirement Fund | — | — | — | $5.5M | 1.7% | |
| State Street Global Advisors Target Retirement 2060 Fund | — | — | — | $4.4M | 1.4% | |
| Vanguard Extended Market Index Fund | — | — | — | $4.0M | 1.3% | |
| Vanguard Federal Money Market Investor Fund | — | — | — | $3.2M | 1.0% | |
| maturing through April 2034 - | — | — | — | $3.2M | 1.0% | |
| Vanguard Total International Stock Index Fund | — | — | — | $2.3M | 0.7% | |
| Vanguard Total Bond Market Index Institutional Fund | — | — | — | $2.2M | 0.7% | |
| State Street Global Advisors Target Retirement 2065 Fund | — | — | — | $981K | 0.3% | |
| MFS Investment Management Mid Cap Growth Fund | — | — | — | $578K | 0.2% | |
| MFS Investment Management Mid Cap Value Fund | — | — | — | $499K | 0.2% |
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