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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 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC BANK, NATIONAL ASSOCIATION | 22-1146430 | PITTSBURGH, PA | ASSET 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
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| * RVR, Inc. Common stock, $0.001 par value,1,000,000 shares $ 105,000,000 | Common Stocks | — | $105.0M | $132.4M | 89.2% | |
| Fixed-Income Securities USA TREASURY NOTES 4.375% DUE 11/30/2028 RATING: AAA | — | — | $3.2M | $3.3M | 2.2% | |
| USA TREASURY NOTES 3.875% DUE 11/30/2027 RATING: AAA | — | — | $2.0M | $2.0M | 1.3% | |
| USA TREASURY NOTES 3.125% DUE 11/15/2028 RATING: AAA | — | — | $1.2M | $1.2M | 0.8% | |
| Fidelity Treasury Portfolio | — | — | $1.2M | $1.2M | 0.8% | |
| USA TREASURY NOTES 4.375% DUE 12/15/2026 RATING: AAA | — | — | $961K | $975K | 0.7% | |
| USA TREASURY NOTES 3.875% DUE 11/30/2029 RATING: AAA | — | — | $921K | $947K | 0.6% | |
| s - Money Market Federated Hermes Govt Obligation Prem Shares | Mutual Funds | — | $356K | $356K | 0.2% | |
| 08/01/2025 RATING: AA2 (94988J6B8) | — | — | $250K | $250K | 0.2% | |
| RATING: BAA1 (655844CA4) | — | — | $220K | $225K | 0.2% | |
| CORP A1 (89236TKF1) | — | — | $221K | $225K | 0.2% | |
| (172967KA8) | — | — | $219K | $224K | 0.2% | |
| 10/05/2026 RATING: A3 (25243YBK4) | — | — | $201K | $202K | 0.1% | |
| (78016HZT0) | — | — | $199K | $202K | 0.1% | |
| 01/09/2026 RATING: A2 (89115A2K7) | — | — | $199K | $201K | 0.1% | |
| (26441CBV6) | — | — | $199K | $200K | 0.1% | |
| (6174467X1) | — | — | $198K | $200K | 0.1% | |
| (459200KW0) | — | — | $198K | $200K | 0.1% | |
| 07/15/2025 RATING: A1 (46625HMN7) | — | — | $197K | $200K | 0.1% | |
| 10/21/2027 RATING: A1 (06051GGA1) | — | — | $189K | $195K | 0.1% | |
| RATING: A3 (718547AT9) | — | — | $169K | $172K | 0.1% | |
| RATING: BAA1 (75513ECT6) | — | — | $151K | $153K | 0.1% | |
| 05/06/2027 RATING: A2 (63743HFR8) | — | — | $150K | $152K | 0.1% | |
| A3 (02665WEK3) | — | — | $150K | $151K | 0.1% | |
| RATING: AA3 (882508CE2) | — | — | $149K | $151K | 0.1% | |
| A1 (24422EWX3) | — | — | $149K | $151K | 0.1% | |
| (30040WAV0) | — | — | $148K | $150K | 0.1% | |
| RATING: A1 (341081GR2) | — | — | $148K | $150K | 0.1% | |
| 07/29/2025 RATING: BAA1 (458140AS9) | — | — | $147K | $150K | 0.1% | |
| 05/14/2026 RATING: A3 (00287YAY5) | — | — | $145K | $148K | 0.1% | |
| 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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