Plan Snapshot
- Plan Sponsor: Rialto Management Group, LLC
- Sponsor EIN: 831423160
- Sponsor Address: 200 S BISCAYNE BLVD, MIAMI, FL, 33131
- Plan Type: 401(k)
- Total Participants: 317
- Total Assets: $56.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 317 | $56.0M | $1.4M | $4.2M |
| 2023 | 283 | $44.3M | $1.3M | $3.7M |
| 2022 | 281 | $33.3M | $1.1M | $3.2M |
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 |
|---|---|---|---|---|
| BERKOWITZ POLLACK BRANT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERKOWITZ POLLACK BRANT — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $48,365 | $11,376 | $427 | — | — |
| 2023 | $41,103 | $6,323 | $299 | — | — |
| 2022 | $36,770 | $1,955 | — | — | $1,020 |