How big is Skills for Rhode Island's Future's plan?

Skills for Rhode Island's Future's plan reported $2.2M in assets and 59 participants for 2024.

Original filing (PDF)20251015090836NAL0005618288001

Skills for Rhode Island's Future

Name: Skills for Rhode Island's Future — Skills for Rhode, Form 5500 (2024)
Creator: Skills for Rhode Island's Future
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Skills for Rhode Island's Future 401(k) and Profit Sharing Plan

401(k) retirement plan · Skills for Rhode Island's Future's Skills for Rhode Island's Future 401(k) and Profit Sharing Plan held $2.2M in plan assets for 59 participants in 2024.

Signals · 1

Corrective distributions issued

Active participants

Accounts w/ balance

137

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Skills for Rhode Island's Future's EIN is 81-2807502.

EIN 81-2807502

Plan number 001

Plan year 2024

ACK ID 20251015090836NAL0005618288001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Skills for Rhode Island's Future from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Skills for Rhode Island's Future's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SKILLS FOR RHODE ISLAND'S FUTURE.

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How this plan invests

This plan

1 pooled trust

Schedule D

30 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

SKILLS FOR RHODE ISLAND'S FUTURE

EIN

all filings

Address

30 EXCHANGE TERRACE · PROVIDENCE, RI · 02903

Phone

(401) 680-5960

Industry

Other Services (ex. Public Admin)

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

2025-10-15

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

30 direct securities · 1 pooled fund· $4.2M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$2.0M

1 holding

Pooled Separate Accounts

$2.0M

27 holdings

Other securities

$80K

1 holding

Bonds / Notes

$22K

1 holding

Common Stocks

$12K

1 holding

					% of plan
VOYA SEPARATE ACCOUNT VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$2.0M	94.7%
Voya Index Solution 2035 P Z Pooled Separate Account	Pooled Separate Accounts	—	—	$401K	18.6%
Voya Index Solution 2045 P Z Pooled Separate Account	Pooled Separate Accounts	—	—	$372K	17.2%
Voya Index Solution 2060 P Z Pooled Separate Account	Pooled Separate Accounts	—	—	$249K	11.5%
Voya Index Solution 2055 P Z Pooled Separate Account	Pooled Separate Accounts	—	—	$223K	10.3%
Vangrd 500 Index Fund Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$164K	7.6%
Voya Index Solution 2030 P Z Pooled Separate Account	Pooled Separate Accounts	—	—	$149K	6.9%
Voya Index Solution 2050 P Z Pooled Separate Account	Pooled Separate Accounts	—	—	$137K	6.4%
Funds-in-Transit	Other securities	—	—	$80K	3.7%
Voya Index Solution 2040 P Z Pooled Separate Account	Pooled Separate Accounts	—	—	$62K	2.9%
Voya Index Solution 2025 P Z Pooled Separate Account	Pooled Separate Accounts	—	—	$56K	2.6%
Neuberg Berm MdCp Grw Fnd R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$47K	2.2%
American Funds AMCAP Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$36K	1.7%
Vangrd Balanced Index Fnd Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$23K	1.1%
Participant Loans - Interest rates from 4.25% to 9.50%	Bonds / Notes	—	—	$22K	1.0%
Voya Index Solution 2065 P Z Pooled Separate Account	Pooled Separate Accounts	—	—	$20K	0.9%
Vangrd Tot Int Stk In F Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$20K	0.9%
ClrBrg SmCp Grw Fd IS Pooled Separate Account	Pooled Separate Accounts	—	—	$15K	0.7%
Voya Index Solution Inc P Z Pooled Separate Account	Pooled Separate Accounts	—	—	$14K	0.6%
Voya Fixed Account (4450) Ins Co General Account	Common Stocks	—	—	$12K	0.6%
American Funds Wash Mutual R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$10K	0.5%
American Funds Nw Prspctv R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$9K	0.4%
MFS Mid Cap Value Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$7K	0.3%
Voya Gv Mny Mkt F A (Hld Acct) Pooled Separate Account	Pooled Separate Accounts	—	—	$7K	0.3%
Vangrd Mid-Cap Index Fund Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$6K	0.3%
Voya Intermediate Bond Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$5K	0.2%
Vangrd Em Mkts Stk Ind Fd Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$4K	0.2%
AB Global Bond Fund Z Pooled Separate Account	Pooled Separate Accounts	—	—	$2K	0.1%
PGIM High Yield Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%
DFA Infl-Prot Sec Port Ins Pooled Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%
DFA Global Real Est Sec Pt Ins Pooled Separate Account	Pooled Separate Accounts	—	—	$1K	<0.1%