Form 5500 Search

RIVERSEDGE ADVANCED

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
6
Active participants
1,291
Total plan assets
$32.7M
Filings (rows)
6
Direct comp
$76K
Indirect comp
$8K
Aggregating 2 name variants under "RIVERSEDGE ADVANCED"

SERVICES PROVIDED

Other3
Recordkeeper2
TPA / Administrator1

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
FEDERATED CAPITAL PRESERVATION ISP2
VANGUARD FEDERAL MONEY MARKET1

Top plans served

All 6 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
KELLY BOX AND PACKAGING, CORP.
KELLY BOX AND PACKAGING CORP. 401(K) SAVINGS PLAN
FORT WAYNE, IN
Other
NONE
136$7.7M$17K
KELLY BOX AND PACKAGING, CORP.
KELLY BOX AND PACKAGING CORP. 401(K) SAVINGS PLAN
FORT WAYNE, IN
Other
NONE
134$7.4M$12K
PATHFINDER SERVICES, INC.
PATHFINDER SERVICES RETIREMENT PLAN
HUNTINGTON, IN
Other
3RD PARTY ADMINISTRATOR
448$6.8M$13K
PATHFINDER SERVICES, INC.
PATHFINDER SERVICES RETIREMENT PLAN
HUNTINGTON, IN
TPA / Administrator
THIRD PARTY ADMINISTRATOR
387$6.5M$17K
MAYO HEALTHCARE, INC.
MAYO HEALTHCARE RETIREMENT SAVINGS 403(B) PLAN
NORTHFIELD, VT
Recordkeeper
RECORDKEEPER
101$2.4M$12K
MAYO HEALTHCARE, INC.
MAYO HEALTHCARE RETIREMENT SAVINGS 403(B) PLAN
NORTHFIELD, VT
Recordkeeper
RECORDKEEPER
85$2.0M$6K
RIVERSEDGE ADVANCED — Form 5500 Service Provider Profile | Form 5500 Search