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Original filing (PDF)20250828161628NAL0018243696001
RIVER VALLEY PRIMARY CARE SERVICES, INC.
Form 5500
FILING_RECEIVED
RIVER VALLEY PRIMARY CARE SERVICES, INC. RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
175
Accounts w/ balance
190
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIVER VALLEY PRIMARY CARE SERVICES, INC..
Plan sponsor
Name
RIVER VALLEY PRIMARY CARE SERVICES, INC.
EIN
86-1082670
Address
9755 STATE HWY 22 · RATCLIFF, AR · 72951
Phone
(479) 431-2057
Industry
Health Care & Social Assistancesee 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
2025-08-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRZYBYSZ & ASSOCIATES, CPAS, P.C,
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
29 direct securities· $7.6M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds, Inc. American Funds 2040 Target Date-R4 | — | — | — | $1.2M | 15.5% | |
| American Funds, Inc. Global Growth Portfolio-R4 | — | — | — | $960K | 12.1% | |
| American Funds, Inc. The Growth Fund of America-R4 | — | — | — | $833K | 10.5% | |
| American Funds, Inc. American Funds 2050 Target Date-R4 | — | — | — | $548K | 6.9% | |
| American Funds, Inc. American Funds 2055 Target Date-R4 | — | — | — | $448K | 5.6% | |
| American Funds, Inc. American Funds 2030 Target Date-R4 | — | — | — | $404K | 5.1% | |
| American Funds, Inc. American Funds 2035 Target Date-R4 | — | — | — | $349K | 4.4% | |
| American Funds, Inc. American Funds 2015 Target Date-R4 | — | — | — | $346K | 4.4% | |
| American Funds, Inc. Af Moderate Growth And Income-R4 972 * American Funds, Inc. Growth And Income Portfolio-R4 | — | — | — | $342K | 4.3% | |
| American Funds, Inc. American Funds 2045 Target Date-R4 | — | — | — | $241K | 3.0% | |
| American Funds, Inc. Growth Portfolio-R4 | — | — | — | $225K | 2.8% | |
| American Funds, Inc. New World Fund-R4 | — | — | — | $203K | 2.6% | |
| American Funds, Inc. American Funds 2020 Target Date-R4 | — | — | — | $178K | 2.2% | |
| American Funds, Inc. New Perspective Fund-R4 | — | — | — | $177K | 2.2% | |
| American Funds, Inc. International Growth and Income-R4 | — | — | — | $161K | 2.0% | |
| various maturity dates | — | — | — | $145K | 1.8% | |
| American Funds, Inc. Fundamental Investors-R4 | — | — | — | $142K | 1.8% | |
| American Funds, Inc. Capital World Bond Fund-R4 715 * American Funds, Inc. Capital World Growth And Income-R4 | — | — | — | $123K | 1.5% | |
| American Funds, Inc. American Funds 2060 Target Date-R4 | — | — | — | $122K | 1.5% | |
| American Funds, Inc. Short-Term Bond Fund of America-R4 | — | — | — | $87K | 1.1% | |
| American Funds, Inc. The Bond Fund of America-R4 | — | — | — | $82K | 1.0% | |
| American Funds, Inc. American Funds 2025 Target Date-R4 | — | — | — | $69K | 0.9% | |
| American Funds, Inc. Global Balanced Fund-R4 | — | — | — | $64K | 0.8% | |
| American Funds, Inc. The Investment Company of America-R4 | — | — | — | $38K | 0.5% | |
| American Funds, Inc. American Balanced Fund-R4 | — | — | — | $38K | 0.5% | |
| American Funds, Inc. American Funds 2065 Target Date-R4 | — | — | — | $26K | 0.3% | |
| American Funds, Inc. Money Market Fund | — | — | — | $8K | 0.1% | |
| American Funds, Inc. Preservation Portfolio-R4 | — | — | — | $5K | <0.1% | |
| American Funds, Inc. U.S. Government Securities Fund-R4 | — | — | — | $1K | <0.1% |
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