Form 5500 Search
Back to filter
Original filing (PDF)20251015170906NAL0010476418001

RIVERENCE FARMS LLC

Form 5500
FILING_RECEIVED
WIC GROUP 401(K) PLAN
401(k) retirement plan
Active participants
394
Accounts w/ balance
560
Plan assets (EOY)
$25.9M
Net assets (EOY)
$25.9M
How this plan invests
This plan
32 pooled trusts
Schedule D
32 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
Helping the score
  • Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIVERENCE FARMS LLC.
Plan sponsor
Name
RIVERENCE FARMS LLC
EIN
81-3719118
Address
PO BOX 628 · BUHL, ID · 83316
Phone
(970) 724-0384
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY01-0233346RECORDKEEPER$6K

Investments

32 pooled funds· $25.4M(98% 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.

PIInvestmentTypeShares / unitsCostCurrent value% of plan
VANGUARD TARGET RET 2025
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$3.9M15.0%
VANGUARD TARGET RET 2030
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$2.9M11.1%
VANGUARD TARGET RET 2045
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$2.2M8.6%
VANGUARD TARGET RET 2040
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$1.7M6.5%
VANGUARD TARGET RET 2060
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$1.6M6.1%
TOTAL STOCK MARKET INDEX FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$1.3M5.2%
RELIANCE METLIFE STABLE VALUE
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$1.2M4.7%
VANGUARD TARGET RET 2035
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$1.2M4.6%
VANGUARD TARGET RET 2050
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$1.1M4.4%
VANGUARD TARGET RET 2055
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$1.1M4.1%
BLUE CHIP GROWTH FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$936K3.6%
500 INDEX FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$887K3.4%
VANGUARD TARGET RET 2065
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$877K3.4%
AF AMERICAN BALANCED FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$672K2.6%
FIDELITY CONTRAFUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$643K2.5%
VANGUARD EXPLORER FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$416K1.6%
FIDELITY ADVISOR TOTAL BOND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$404K1.6%
NATIONWIDE GENEVA SMALL CAP GR
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$375K1.4%
AMERICAN FUNDS NEW PERSPECTIVE
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$365K1.4%
JPMORGAN EQUITY INCOME FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$284K1.1%
VANGUARD TOT WLD STK INDEX ETF
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$273K1.1%
VANGUARD VALUE INDEX FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$236K0.9%
VANGUARD STRATEGIC EQUITY FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$218K0.8%
FIDELITY NASDAQ COMPOSITE IDX
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$199K0.8%
SMALL CAP INDEX FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$92K0.4%
INTL EQUITY INDEX FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$81K0.3%
TOTAL BOND MARKET FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$65K0.3%
VANGUARD TARGET RET 2020
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$62K0.2%
VANGUARD TARGET RET INCOME
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$51K0.2%
FEDERATED HIGH YIELD BOND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$40K0.2%
CAPITAL WORLD GROWTH & INCOME
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$17K<0.1%
AMERICAN FUNDS NEW WORLD FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$5K<0.1%

Related plans