Original filing (PDF)20250911152904NAL0000622721001

THE RIESTER CORPORATION

Name: THE RIESTER CORPORATION — THE RIESTER CORPORATION 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE RIESTER CORPORATION

Form 5500

FILING_RECEIVED

THE RIESTER CORPORATION 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

Accounts w/ balance

127

Plan assets (EOY)

$11.7M

Net assets (EOY)

$11.7M

How this plan invests

This plan

1 pooled trust

Schedule D

33 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 291K (33% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE RIESTER CORPORATION.

Plan sponsor

Name

THE RIESTER CORPORATION

EIN

86-0662591

Address

3344 EAST CAMELBACK ROAD · PHOENIX, AZ · 85018

Phone

(602) 462-2200

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

2025-09-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2X · Other multiple-employer DC plan

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
NOVA 401K ASSOCIATES	—	HOUSTON, TX	THIRD PARTY ADMINISTRATOR	$0	—

Investments

33 direct securities · 1 pooled fund· $23.3M(100% 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.

Other securities

$11.8M

32 holdings

Pooled Separate Account

$11.5M

1 holding

Cash / Money Market

$40K

1 holding

					% of plan
MAP CONTRACT - SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$11.5M	98.1%
American Funds AMCAP Fund R6 Pooled Separate Account	Other securities	—	—	$1.5M	13.2%
Voya Index Solution 2035 Portfolio Z Pooled Separate Account	Other securities	—	—	$1.2M	10.5%
Voya Index Solution 2045 Portfolio Z Pooled Separate Account	Other securities	—	—	$1.0M	8.7%
Vanguard Totl Stck Mkt Index Fd Adm Pooled Separate Account	Other securities	—	—	$996K	8.5%
Voya Index Solution 2055 Portfolio Z Pooled Separate Account	Other securities	—	—	$932K	8.0%
American Funds Wash Mutual Inv R6 Pooled Separate Account	Other securities	—	—	$585K	5.0%
American Funds Fundamental Inv R6 Pooled Separate Account	Other securities	—	—	$575K	4.9%
Vanguard Small-Cap Index Fund Adm Pooled Separate Account	Other securities	—	—	$519K	4.4%
American Funds New Perspective R6 Pooled Separate Account	Other securities	—	—	$416K	3.6%
Vanguard Mid-Cap Index Fund Adm Pooled Separate Account	Other securities	—	—	$401K	3.4%
Voya Index Solution 2050 Portfolio Z Pooled Separate Account	Other securities	—	—	$388K	3.3%
Voya Index Solution 2025 Portfolio Z Pooled Separate Account	Other securities	—	—	$359K	3.1%
Voya Index Solution 2060 Portfolio Z Pooled Separate Account	Other securities	—	—	$310K	2.7%
Voya MidCap Opportunities Port R Pooled Separate Account	Other securities	—	—	$302K	2.6%
Exhibit B – Schedule of Delinquent Participant Contributions Participant Total that Constitute Nonexempt Prohibited Transactions Total Fully Contributions Corrected Under Transferred Late VFCP and PTE to Plan	Other securities	—	—	$291K	2.5%
American Funds Am Balanced R6 Pooled Separate Account	Other securities	—	—	$264K	2.3%
ClrBrg SmCp Grw Fd IS Pooled Separate Account	Other securities	—	—	$241K	2.1%
Invesco Equity & Income Fund R6 Pooled Separate Account	Other securities	—	—	$213K	1.8%
Voya Index Solution 2040 Portfolio Z Pooled Separate Account	Other securities	—	—	$189K	1.6%
Franklin Small Cap Value Fund R6 Pooled Separate Account	Other securities	—	—	$161K	1.4%
Columbia Sel Mid Cap Value Fund l3 Pooled Separate Account	Other securities	—	—	$132K	1.1%
Voya Fixed Account (4062) Insurance General Account	Other securities	—	—	$128K	1.1%
Late/Missed Year Contributions Loan Repayments Total 2023 111,434 $ -	Other securities	—	—	$111K	1.0%
Voya Index Solution Income Port Z Pooled Separate Account	Other securities	—	—	$108K	0.9%
PIMCO Real Return Fund Inst Pooled Separate Account	Other securities	—	—	$105K	0.9%
Voya Index Solution 2065 Portfolio Z Pooled Separate Account	Other securities	—	—	$84K	0.7%
Voya Index Solution 2030 Portfolio Z Pooled Separate Account	Other securities	—	—	$71K	0.6%
American Funds EuroPacific Grw R6 Pooled Separate Account	Other securities	—	—	$69K	0.6%
Vanguard Emr Mkts Stck Ind Fd Adm Pooled Separate Account	Other securities	—	—	$55K	0.5%
Voya Gov Money Mkt Fnd A (Hold Acct) Pooled Separate Account	Cash / Money Market	—	—	$40K	0.3%
PIMCO Intl Bd Fnd Unhdg Ins Pooled Separate Account	Other securities	—	—	$12K	0.1%
Loomis Sayles Bond Fund N Pooled Separate Account	Other securities	—	—	$8K	<0.1%
PIMCO CommodityRIRtn Strat Fnd Inst Pooled Separate Account	Other securities	—	—	$3K	<0.1%