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Original filing (PDF)20251015102433NAL0004573185001
RIPLEY ENTERTAINMENT, INC.
Form 5500
FILING_RECEIVED
RIPLEY ENTERTAINMENT 401(K) PLAN
401(k) retirement plan
Active participants
553
Accounts w/ balance
742
Plan assets (EOY)
$15.7M
Net assets (EOY)
$15.7M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 44 bps in Schedule C fees — 53% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIPLEY ENTERTAINMENT, INC..
Plan sponsor
Name
RIPLEY ENTERTAINMENT, INC.
EIN
98-0111791
Address
9545 S JOHN YOUNG PKWY, STE 222 SUI · ORLANDO, FL · 32819
Phone
(407) 345-8010
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ENNIS PELLUM & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARYFIRST LLC | — | MAITLAND, FL | INVESTMENT ADVISOR | $43K | — |
Investments
23 direct securities· $15.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2040 Fund | — | — | — | $2.2M | 14.1% | |
| BlackRock LifePath Index Retirement Fund | — | — | — | $2.0M | 12.5% | |
| BlackRock LifePath Index 2045 Fund | — | — | — | $1.7M | 11.1% | |
| BlackRock LifePath Index 2060 Fund | — | — | — | $1.6M | 10.1% | |
| BlackRock LifePath Index 2030 Fund | — | — | — | $1.4M | 9.2% | |
| BlackRock LifePath Index 2035 Fund | — | — | — | $1.3M | 8.4% | |
| BlackRock LifePath Index 2055 Fund | — | — | — | $1.3M | 8.1% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $1.2M | 7.7% | |
| BlackRock LifePath Index 2050 Fund | — | — | — | $1.0M | 6.7% | |
| to 8.50%, maturing November 2029 N/A | — | — | — | $340K | 2.2% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $310K | 2.0% | |
| MassMutual Capital Preservation Account | — | — | — | $298K | 1.9% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $176K | 1.1% | |
| Transamerica International Equity Fund | — | — | — | $175K | 1.1% | |
| Vanguard Equity-Income Fund | — | — | — | $153K | 1.0% | |
| Wilmington Trust Large Cap Growth Fund IV Fee Class | — | — | — | $141K | 0.9% | |
| Wilmington Trust Large Cap Growth Fund II Fee Class | — | — | — | $90K | 0.6% | |
| American Funds American Funds Bond Fund of America | — | — | — | $83K | 0.5% | |
| Victory Capital Victory Sycamore Established Value Fund | — | — | — | $66K | 0.4% | |
| American Century Investment Management Inc.Small Cap Value Fund II CIT | — | — | — | $37K | 0.2% | |
| JP Morgan JP Morgan Mid Cap Growth | — | — | — | $29K | 0.2% | |
| AllianceBernstein LP. Small Cap Growth Fund II Fee Class II CIT | — | — | — | $3K | <0.1% | |
| AllianceBernstein LP. Small Cap Growth Fund II Fee CIT | — | — | — | $3K | <0.1% |