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Original filing (PDF)20251010132219NAL0018086610001
RIVERSIDE ASSESSMENTS, LLC
Form 5500
FILING_RECEIVED
RIVERSIDE RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
359
Accounts w/ balance
467
Plan assets (EOY)
$30.5M
Net assets (EOY)
$30.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
31 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 RIVERSIDE ASSESSMENTS, LLC.
Plan sponsor
Name
RIVERSIDE ASSESSMENTS, LLC
DBA
RIVERSIDE INSIGHTS
EIN
83-1794965
Address
1 PIERCE PLACE · ITASCA, IL · 60143
Phone
(925) 482-9316
Industry
Educational 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
2025-10-10
Pension benefit codes
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2E · Profit-sharing
2S · Automatic enrollment
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $39K | — |
Investments
29 direct securities · 2 pooled funds· $29.1M(95% 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
$28.7M
29 holdings
Common Collective Trust
$336K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $3.2M | 10.4% | |
| Fidelity Freedom 2045 K Mutual Fund | — | — | — | $3.0M | 9.9% | |
| Fidelity Contrafund K6 Mutual Fund | — | — | — | $2.9M | 9.5% | |
| Fidelity Freedom 2040 K Mutual Fund | — | — | — | $2.9M | 9.4% | |
| Fidelity Freedom 2035 K Mutual Fund | — | — | — | $2.8M | 9.2% | |
| Fidelity Freedom 2050 K Mutual Fund | — | — | — | $2.3M | 7.5% | |
| Fidelity Freedom 2030 K Mutual Fund | — | — | — | $2.0M | 6.5% | |
| Fidelity Freedom 2025 K Mutual Fund | — | — | — | $1.3M | 4.4% | |
| Fidelity Freedom 2055 K Mutual Fund | — | — | — | $1.3M | 4.2% | |
| TRP New Horizons I Mutual Fund | — | — | — | $1.1M | 3.8% | |
| Fidelity Freedom 2020 K Mutual Fund | — | — | — | $920K | 3.0% | |
| Fidelity Freedom 2060 K Mutual Fund | — | — | — | $868K | 2.8% | |
| Fidelity Extended Market Index Mutual Fund | — | — | — | $513K | 1.7% | |
| Fidelity Puritan K Mutual Fund | — | — | — | $447K | 1.5% | |
| DH Large Cap Y Mutual Fund | — | — | — | $442K | 1.5% | |
| Interest Bearing Cash/ * Self-directed brokerage accounts - Fidelity | — | — | — | $359K | 1.2% | |
| Pioneer Bond K Mutual Fund | — | — | — | $353K | 1.2% | |
| Fidelity Capital & Income Mutual Fund | — | — | — | $333K | 1.1% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $302K | 1.0% | |
| PIMCO Income Inst. Mutual Fund | — | — | — | $288K | 0.9% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $248K | 0.8% | |
| Fidelity Global Ex US Index Mutual Fund | — | — | — | $242K | 0.8% | |
| MFS Mid Cap Value R6 Mutual Fund | — | — | — | $198K | 0.7% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $190K | 0.6% | |
| Fidelity Freedom Income K Mutual Fund | — | — | — | $130K | 0.4% | |
| Fidelity Freedom 2015 K Mutual Fund | — | — | — | $98K | 0.3% | |
| UM Behavioral Value R6 Mutual Fund | — | — | — | $93K | 0.3% | |
| Fidelity Freedom 2065 K Mutual Fund | — | — | — | $92K | 0.3% | |
| SMALL CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $88K | 0.3% | |
| TRP Overseas Stock I Mutual Fund | — | — | — | $70K | 0.2% | |
| Fidelity Govt MMKT Money Market Fund | — | — | — | $15K | <0.1% |
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