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Original filing (PDF)20250731152643NAL0006273345001

RIOS PARTNERS, LLC

Form 5500
FILING_RECEIVED
RIOS PARTNERS 401 (K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
80
Accounts w/ balance
120
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
  • Top holding "[DFE: INVESCO STABLE ASSET FUND (extraction pending)]" is 100% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIOS PARTNERS, LLC.
Plan sponsor
Name
RIOS PARTNERS, LLC
DBA
RIOS PARTNERS
EIN
81-3119226
Address
3100 CLARENDON BLVD STE 200 · ARLINGTON, VA · 222015302
Phone
(915) 238-6884
Industry
Professional & Technical Servicessee 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
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BENEFIT AUDIT GROUP, LLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
ADP, INC.13-3036745RECORD KEEPER$20K

Investments

1 pooled fund· $5K(0% 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.

PIInvestmentTypeShares / unitsCostCurrent value% of plan
INVESTCO STABLE ASSET - ADPZ
INVESTCO TRUST COMPANY · EIN 27-3884161 / PN 001
Common Collective Trust
$5K0.1%

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