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Original filing (PDF)20251013134735NAL0000670371001
RIDE CONNECTION, INC.
Form 5500
FILING_RECEIVED
RIDE CONNECTION 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
233
Accounts w/ balance
310
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIDE CONNECTION, INC..
Plan sponsor
Name
RIDE CONNECTION, INC.
EIN
94-3076771
Address
9955 NE GLISAN STREET · PORTLAND, OR · 97220
Phone
(503) 528-1746
Industry
Transportation & Warehousingsee 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
2025-10-13
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MC DONALD JACOBS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERA INVESTMENT ADVISORS | — | DEERFIELD, IL | NONE | $25K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $8K | — |
Investments
32 direct securities· $7.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.0M | 14.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $923K | 12.7% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $892K | 12.3% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $876K | 12.1% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $637K | 8.8% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $515K | 7.1% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $484K | 6.7% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $335K | 4.6% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $302K | 4.2% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $129K | 1.8% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $121K | 1.7% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $108K | 1.5% | |
| Nuveen Core Plus Bond R6 Nuveen 0 | — | — | — | $100K | 1.4% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $93K | 1.3% | |
| Calvert U.S. Large Cap Core Respon Ind A Calvert 0 | — | — | — | $86K | 1.2% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $80K | 1.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $78K | 1.1% | |
| MSIF Inception Portfolio I MSIF 0 | — | — | — | $72K | 1.0% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $63K | 0.9% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $44K | 0.6% | |
| Vanguard International Value Inv Vanguard 0 259 Vanguard International Growth Adm Vanguard 0 | — | — | — | $43K | 0.6% | |
| Vanguard Short-Term Invest Grade Adm Vanguard 0 | — | — | — | $41K | 0.6% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $38K | 0.5% | |
| Calvert Small Cap Fund I Calvert 0 | — | — | — | $26K | 0.4% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $25K | 0.3% | |
| Parnassus Mid Cap Fund Parnassus 0 | — | — | — | $25K | 0.3% | |
| Impax Ellevate Glbl Women Leadersh Inv Impax 0 | — | — | — | $20K | 0.3% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $19K | 0.3% | |
| American Funds New World R6 American Funds 0 265 Calvert Global Water Fund Class I Calvert 0 | — | — | — | $17K | 0.2% | |
| Vanguard Global Equity Inv Vanguard 0 | — | — | — | $16K | 0.2% | |
| Vanguard High Yield Corp Adm Vanguard 0 | — | — | — | $12K | 0.2% | |
| Dodge & Cox Global Bond Fund I Dodge & Cox 0 282 MSIF Trust Discovery Portfolio I MSIF 0 | — | — | — | $8K | 0.1% |
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