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Original filing (PDF)20250828050937NAL0010096721001
RIDGEWOOD ENERGY CORP
Form 5500
FILING_RECEIVED
RIDGEWOOD ENERGY CORP 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
86
Accounts w/ balance
114
Plan assets (EOY)
$47.5M
Net assets (EOY)
$47.5M
How this plan invests
This plan
35 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIDGEWOOD ENERGY CORP.
Plan sponsor
Name
RIDGEWOOD ENERGY CORP
EIN
76-0036505
Address
14 PHILIPS PARKWAY · MONTVALE, NJ · 07645
Phone
(201) 447-9000
Industry
Finance & Insurancesee 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
2025-08-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDG CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SFI ADVISORS, LLC | 26-4775152 | — | INVESTMENT/FINANCIAL ADVI | $83K | — |
Investments
35 direct securities· $47.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $10.4M | 21.8% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $7.4M | 15.6% | |
| PGIM TOTAL RETURN BOND - Z | Registered Investment Companies | — | — | $2.5M | 5.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $2.4M | 5.2% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $2.4M | 5.1% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $1.9M | 4.0% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.8M | 3.8% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.5M | 3.1% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.4M | 3.0% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 3.0% | |
| VICTORY ESTABLISHED VALUE I | Registered Investment Companies | — | — | $1.3M | 2.8% | |
| T. ROWE PRICE HEALTH SCI I 315 REGISTERED INVESTMENT COMPANY VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $1.2M | 2.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.2M | 2.6% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $1.0M | 2.2% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $956K | 2.0% | |
| INVESCO GOLD & SP MIN Y | Registered Investment Companies | — | — | $885K | 1.9% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $874K | 1.8% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $709K | 1.5% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $699K | 1.5% | |
| FEDERATED HERMES INSTL HIYD BD | Registered Investment Companies | — | — | $650K | 1.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $642K | 1.4% | |
| THE HARTFORD INTL OPPS CLASS Y | Registered Investment Companies | — | — | $585K | 1.2% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $553K | 1.2% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $509K | 1.1% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $460K | 1.0% | |
| DODGE & COX GLOBAL BOND I | Registered Investment Companies | — | — | $375K | 0.8% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $301K | 0.6% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $289K | 0.6% | |
| PRINCIPAL RE SECURITIES I | Registered Investment Companies | — | — | $283K | 0.6% | |
| AMC INRETIREMENT PORT R6 | Registered Investment Companies | — | — | $230K | 0.5% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $122K | 0.3% | |
| T ROWE PRICE FINANCIAL SERVICE | Registered Investment Companies | — | — | $73K | 0.2% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $40K | <0.1% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $23K | <0.1% | |
| VAN INT TRM TREAS IDX ADM | Registered Investment Companies | — | — | $9K | <0.1% |