Plan Snapshot
- Plan Sponsor: Riverside Mfg., LLC
- Sponsor EIN: 260332652
- Sponsor Address: 14510 LIMA ROAD, FORT WAYNE, IN, 46818
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $11.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 138 | $11.0M | $278,966 | $563,269 |
| 2023 | 156 | $10.6M | $315,855 | $613,885 |
| 2022 | 149 | $9.2M | $272,912 | $540,327 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | Recordkeeper | $26,115 | — | $26,115 |
| MERRILL LYNCH LIFE AGENCY, INC. | Investment Advisor | $24,132 | — | $24,132 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INSURAN — Recordkeeper
- MERRILL LYNCH LIFE AGENCY, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,247
- Estimated Expense Ratio: 0.456% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $53,622 | — | — | — | — |
| 2023 | $44,886 | — | — | — | — |
| 2022 | $39,234 | — | — | — | — |