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RIVERVIEW BANCORP, INC. — RIVERVIEW BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251015101310NAL0004269649001
RIVERVIEW BANCORP, INC.
Form 5500
FILING_RECEIVED
RIVERVIEW BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
98% in single holding
No recordkeeper disclosed
Active participants
185
Accounts w/ balance
357
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.2M
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
RIVERVIEW BANCORP, INC.
.
Find decision makers
Plan sponsor
Name
RIVERVIEW BANCORP, INC.
EIN
91-1838969
Address
17205 SE MILL PLAIN BOULEVARD · VANCOUVER, WA · 98683
Phone
(360) 759-2423
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
WORTHY & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
3 direct securities
· $2.1M
(94% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Riverview Bancorp, Inc.
—
—
$1.9M
$2.1M
92.0%
Riverview Bank
—
—
$28K
$28K
1.2%
Riverview Bank
—
—
$10K
$10K
0.5%
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100
Knocking points off
Top holding "Riverview Bancorp, Inc." is 98% of plan.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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