# Rialto Management Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/rialto-management-group-llc-401k-plan

> Rialto Management Group, LLC's 401(k) plan: 317 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$42,212|—|$42,212|

| BERKOWITZ POLLACK BRANT|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BERKOWITZ POLLACK BRANT](https://planprovider.pro/provider/berkowitz-pollack-brant) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $42,212

- **Estimated Expense Ratio:** 0.075% 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|$48,365|$11,376|$427|—|—|

| 2023|$41,103|$6,323|$299|—|—|

| 2022|$36,770|$1,955|—|—|$1,020|

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