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Original filing (PDF)20260203122627NAL0005110706001

RVR, INC.

Form 5500
FILING_RECEIVED
RVR EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
89% in single holding89% employer stockNo recordkeeper disclosed
Active participants
153
Accounts w/ balance
250
Plan assets (EOY)
$148.4M
Net assets (EOY)
$60.9M
How this plan invests
This plan
47 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
88
/ 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
50
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • Top holding "RVR, Inc. Common stock, $0.001 par value,1,000,000 shares $ 105,000,000" is 89% of plan.
  • 89% of plan in employer / sponsor stock.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RVR, INC..
Plan sponsor
Name
RVR, INC.
EIN
86-1005787
Address
11 WEST HAMPTON AVE · MESA, AZ · 85210
Phone
(480) 464-7395
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-02-03
Pension benefit codes
2P · Leveraged ESOP
2I · Stock bonus
2Q · S-corporation ESOP
Audit & trust (Schedule H)
Auditor
BDO USA P.C.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
PNC BANK, NATIONAL ASSOCIATION22-1146430PITTSBURGH, PAASSET MANAGEMENT$51K

Investments

47 direct securities· $148.2M(100% of reported assets)
Common Stocks
$132.4M
1 holding
Uncategorized
$15.4M
45 holdings
Mutual Funds
$356K
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
* RVR, Inc. Common stock, $0.001 par value,1,000,000 shares $ 105,000,000
Common Stocks
$105.0M$132.4M89.2%
Fixed-Income Securities USA TREASURY NOTES 4.375% DUE 11/30/2028 RATING: AAA$3.2M$3.3M2.2%
USA TREASURY NOTES 3.875% DUE 11/30/2027 RATING: AAA$2.0M$2.0M1.3%
USA TREASURY NOTES 3.125% DUE 11/15/2028 RATING: AAA$1.2M$1.2M0.8%
Fidelity Treasury Portfolio$1.2M$1.2M0.8%
USA TREASURY NOTES 4.375% DUE 12/15/2026 RATING: AAA$961K$975K0.7%
USA TREASURY NOTES 3.875% DUE 11/30/2029 RATING: AAA$921K$947K0.6%
s - Money Market Federated Hermes Govt Obligation Prem Shares
Mutual Funds
$356K$356K0.2%
08/01/2025 RATING: AA2 (94988J6B8)$250K$250K0.2%
RATING: BAA1 (655844CA4)$220K$225K0.2%
CORP A1 (89236TKF1)$221K$225K0.2%
(172967KA8)$219K$224K0.2%
10/05/2026 RATING: A3 (25243YBK4)$201K$202K0.1%
(78016HZT0)$199K$202K0.1%
01/09/2026 RATING: A2 (89115A2K7)$199K$201K0.1%
(26441CBV6)$199K$200K0.1%
(6174467X1)$198K$200K0.1%
(459200KW0)$198K$200K0.1%
07/15/2025 RATING: A1 (46625HMN7)$197K$200K0.1%
10/21/2027 RATING: A1 (06051GGA1)$189K$195K0.1%
RATING: A3 (718547AT9)$169K$172K0.1%
RATING: BAA1 (75513ECT6)$151K$153K0.1%
05/06/2027 RATING: A2 (63743HFR8)$150K$152K0.1%
A3 (02665WEK3)$150K$151K0.1%
RATING: AA3 (882508CE2)$149K$151K0.1%
A1 (24422EWX3)$149K$151K0.1%
(30040WAV0)$148K$150K0.1%
RATING: A1 (341081GR2)$148K$150K0.1%
07/29/2025 RATING: BAA1 (458140AS9)$147K$150K0.1%
05/14/2026 RATING: A3 (00287YAY5)$145K$148K0.1%
A2 (14913R3A3)$144K$148K<0.1%
03/01/2026 RATING: A3 (20030NBS9)$121K$124K<0.1%
11/15/2026 RATING: BAA2 (29250NBW4)$101K$102K<0.1%
RATING: A1 (10373QBY5)$100K$102K<0.1%
(69371RT22)$100K$101K<0.1%
RATING: A2 (110122EE4)$100K$101K<0.1%
(478160DG6)$100K$101K<0.1%
(723787AV9)$100K$100K<0.1%
(63743HFF4)$100K$100K<0.1%
(65339KCS7)$99K$100K<0.1%
01/15/2026 RATING: BAA2 (89352HAT6)$99K$100K<0.1%
(14913UAA8)$99K$100K<0.1%
A1 (6174468C6)$98K$100K<0.1%
RATING: A3 (701094AR5)$97K$100K<0.1%
RATING: A3 (826418BM6)$95K$98K<0.1%
(69371RT55)$90K$90K<0.1%
Federated Hermes Govt Obligation Prem Shares$87K$87K<0.1%

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