RIOS, Inc.'s EIN is 95-4019625.
Download the official 2024 Form 5500 (PDF) for RIOS, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RIOS, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $100K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL BENEFITS CORP | 20-1054428 | — | CONTRACT ADMINISTRATOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLTHOUSE CARLIN VAN TRIGT LLP | 95-4245526 | — | ACCOUNTANT | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $4.3M | 17.9% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.9M | 12.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.4M | 10.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.0M | 8.4% | |
| BlackRock Advisors LLC iShares S&P 500 Index K Fund | Common Collective Trusts | — | — | $1.9M | 7.9% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.9M | 7.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.2M | 5.0% | |
| Vanguard Group Vanguard LifeStrategy Growth Investor Fund | Mutual Funds | — | — | $607K | 2.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $585K | 2.4% | |
| Capital Research and Management Co American Funds The Growth Fund of America R6 Fund | Mutual Funds | — | — | $507K | 2.1% | |
| Vanguard Group Vanguard Mid-Cap Growth Index Admiral Fund | Mutual Funds | — | — | $421K | 1.8% | |
| Vanguard Group Vanguard Energy Admiral Fund | Mutual Funds | — | — | $405K | 1.7% | |
| Columbia Management Advisors Columbia Global Technology Growth Inst3 | Other securities | — | — | $380K | 1.6% | |
| Vanguard Group Vanguard Emerging Markets Stock Index Admiral Fund | Mutual Funds | — | — | $361K | 1.5% | |
| Massachusetts Financial Services Co MFS Value R6 Fund | Mutual Funds | — | — | $300K | 1.3% | |
| Dimensional Fund Advisors DFA International Core Equity I Fund | Mutual Funds | — | — | $291K | 1.2% | |
| Vanguard Group Vanguard Small-Cap Growth Index Admiral Fund | Mutual Funds | — | — | $245K | 1.0% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $232K | 1.0% | |
| Vanguard Group Vanguard Balanced Index Admiral Fund | Mutual Funds | — | — | $209K | 0.9% | |
| Capital Research and Management Co American Funds New Perspective R6 Fund | Mutual Funds | — | — | $208K | 0.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $203K | 0.8% | |
| Amundi Asset Management Pinoeer Multi-Asset Ultrashort Income Fund K | Other securities | — | — | $203K | 0.8% | |
| Vanguard Group Vanguard Small-Cap Value Index Admiral Fund | Mutual Funds | — | — | $194K | 0.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $190K | 0.8% | |
| Vanguard Group Vanguard Utilities Index Admiral Fund | Mutual Funds | — | — | $190K | 0.8% | |
| PRIN LIFE TIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $182K | 0.8% | |
| PIMCO International Bond (U.S. Dollar-Hedged) I Fund | Mutual Funds | — | — | $175K | 0.7% | |
| Participant Loans to participants, bearing interest from 5.25% to 10.50% | Bonds / Notes | — | — | $171K | 0.7% | |
| Vanguard Group Vanguard Mid-Cap Value Index Admiral Fund | Mutual Funds | — | — | $161K | 0.7% | |
| Capital Research and Management Co American Funds Capital Income Builder R6 Fund | Mutual Funds | — | — | $127K | 0.5% | |
| Dimensional Fund Advisors DFA International Small Company I Fund | Mutual Funds | — | — | $94K | 0.4% | |
| Western Asset Management Co. Western Asset Core Plus Bond IS Fund | Common Stocks | — | — | $88K | 0.4% | |
| Lord Abbett & Co LLC Lord Abbett Short Duration Income R6 Fund | Mutual Funds | — | — | $71K | 0.3% | |
| Columbia Management Advisors Columbia Quality Income I3 Fund ** 240 Dimensional Fund Advisors DFA Inflation-Protected Securities Portfolio I Fund | Mutual Funds | — | — | $70K | 0.3% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $61K | 0.3% | |
| Nuveen Asset Management Nuveen Large Cap Responsible Eq R6 | Mutual Funds | — | — | $56K | 0.2% | |
| PIMCO Real Estate Real Return Strategy I Fund | Mutual Funds | — | — | $48K | 0.2% | |
| Nuveen Asset Management Nuveen Social Choice International Eq R6 | Mutual Funds | — | — | $43K | 0.2% | |
| Vanguard Group Vanguard Health Care Admiral Fund | Mutual Funds | — | — | $43K | 0.2% | |
| Capital Research and Management Co American Funds EuroPacific Growth R6 Fund | Mutual Funds | — | — | $41K | 0.2% | |
| Vanguard Group Vanguard LifeStrategy Income Investor Fund | Mutual Funds | — | — | $15K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $8K | <0.1% | |
| Principal Global Investors Trust Company Principal Lifetime Hybrid Inc CIT | Common Collective Trusts | — | — | $3K | <0.1% | |
| PRIN LIFE TIME HYBR INC. CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $3K | <0.1% | |
| PRIN LIFE TIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $2K | <0.1% |
