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Original filing (PDF)20250813104606NAL0004835011001
RIVIAN, LLC
Form 5500
FILING_RECEIVED
RIVIAN, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
14,247
Accounts w/ balance
12,736
Plan assets (EOY)
$567.3M
Net assets (EOY)
$567.3M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 20 bps in Schedule C fees — 226% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIVIAN, LLC.
Plan sponsor
Name
RIVIAN, LLC
EIN
84-4942307
Address
14600 MYFORD ROAD · IRVINE, CA · 92606
Phone
(888) 748-4261
Industry
Manufacturingsee 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
2025-08-13
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
2X · Other multiple-employer DC plan
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $836K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $274K | — |
Investments
24 direct securities · 1 pooled fund· $566.6M(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
$559.3M
24 holdings
Common Collective Trust
$7.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | — | — | — | $119.5M | 21.1% | |
| BlackRock LifePath Index 2055 K | — | — | — | $68.4M | 12.1% | |
| BlackRock LifePath Index 2050 K | — | — | — | $64.8M | 11.4% | |
| T. Rowe Price Large Cap Growth I | — | — | — | $40.6M | 7.2% | |
| BlackRock LifePath Index 2060 K | — | — | — | $38.8M | 6.8% | |
| BlackRock LifePath Index 2045 K | — | — | — | $38.4M | 6.8% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $33.1M | 5.8% | |
| Vanguard Extended Market Idx Adm | — | — | — | $25.2M | 4.4% | |
| BlackRock LifePath Index 2040 K | — | — | — | $20.4M | 3.6% | |
| BlackRock LifePath Index 2035 K | — | — | — | $16.0M | 2.8% | |
| BlackRock Sustainable Adv Lrg Cap Core K | — | — | — | $12.6M | 2.2% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $12.3M | 2.2% | |
| BlackRock LifePath Index 2030 K | — | — | — | $11.2M | 2.0% | |
| BlackRock LifePath Index 2065 K | — | — | — | $10.5M | 1.9% | |
| Empower Trust Company, LLC BlackRock LifePath Index Retire K | — | — | — | $7.5M | 1.3% | |
| Participants Participant notes receivable with interest rates ranging from 4.25 percent to 9.5 percent - | — | — | — | $7.4M | 1.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $7.3M | 1.3% | |
| Columbia Dividend Income Instl 3 | — | — | — | $7.1M | 1.2% | |
| Allspring Discovery R6 | — | — | — | $6.2M | 1.1% | |
| Transamerica Small Mid Cap Value R6 | — | — | — | $6.1M | 1.1% | |
| American Funds Bond Fund of Amer R6 | — | — | — | $4.7M | 0.8% | |
| Templeton Developing Markets R6 | — | — | — | $3.4M | 0.6% | |
| Goldman Sachs International Eq ESG R6 | — | — | — | $2.5M | 0.4% | |
| MFS Research International R6 | — | — | — | $2.3M | 0.4% | |
| Empower Trust Company, LLC Money market fund - Dreyfus Governmental Cash Management Institutions | — | — | — | $202K | <0.1% |
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