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Original filing (PDF)20250929112534NAL0004994051001
RIFENBURG SUPPORT SERVICES, LLC
Form 5500
FILING_RECEIVED
RIFENBURG SUPPORT SERVICES, LLC EMPLOYEES SAVINGS & PREVAILING WAGE PLAN
401(k) retirement plan
Signals · 2
98% in single holdingNo recordkeeper disclosed
Active participants
357
Accounts w/ balance
552
Plan assets (EOY)
$62.5M
Net assets (EOY)
$62.5M
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Current" is 98% of plan.
- 24 bps in Schedule C fees — 51% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIFENBURG SUPPORT SERVICES, LLC.
Plan sponsor
Name
RIFENBURG SUPPORT SERVICES, LLC
EIN
82-3708699
Address
125 DEFREEST DRIVE · TROY, NY · 12180
Phone
(518) 279-3265
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
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
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
BONADIO & CO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | NONE | $90K | — |
| NYHART | 35-0966414 | — | NONE | $50K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $11K | — |
Investments
2 direct securities · 1 pooled fund· $63.8M(100% 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.
Uncategorized
$62.9M
2 holdings
Common Collective Trust
$906K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Current | — | — | $60.0M | $61.5M | 98.4% | |
| ( e ) Value | — | — | $1.8M | $1.4M | 2.3% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $906K | 1.5% |
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