Riverside Research Institute 401(k) match, vesting and fees
What Riverside Research Institute's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Riverside Research Institute: employer contribution per participant | $5,050 | |
| Peer median | $2,556 |
| Riverside Research Institute: average balance | $87,432 | |
| Peer median | $100,166 |
| Riverside Research Institute: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.11% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $99.9M at the end of plan year 2021 to $97.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,134 | $97.8M | $5.7M | $5,050 | 0.28% | Not published | Form 5500 ↗ |
| 2023 | 1,095 | $91.8M | $5.1M | $4,677 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 1,027 | $83.3M | $4.6M | $4,518 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 984 | $99.9M | $4.1M | $4,240 | 0.25% | Not published | Form 5500 ↗ |
Other Riverside Research Institute plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Riverside Research Institute Tax-Sheltered Retirement Income Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Life & Annuity Insurance Co | Schedule C ↗ |
| Independent auditor | Bdo (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Riverside Research Institute match 401(k) contributions?
The match terms for the Riverside Research Institute Non-Contributory Retirement Income Plan have not been published from its filing yet. The plan year 2024 filing reports $5.7M in employer contributions, about $5,050 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Riverside Research Institute 401(k) match vested?
The vesting schedule for the Riverside Research Institute Non-Contributory Retirement Income Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Riverside Research Institute 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Riverside Research Institute.
I left Riverside Research Institute. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Riverside Research Institute, (212) 502-1798) or the recordkeeper, Empower Annuity Insurance Company O. The Riverside Research Institute old 401(k) page lists the contacts from every plan filing. Find an old Riverside Research Institute 401(k)
Data from the public Form 5500 annual reports Riverside Research Institute filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Riverside Research Institute. Not financial advice. Report a correction · Methodology