Plan Snapshot
- Plan Sponsor: Rio Vista Ventures, LLC
- Sponsor EIN: 952929125
- Sponsor Address: PO BOX 861449, LOS ANGELES, CA, 90086
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 100 | $9.1M | $187,656 | $375,135 |
| 2023 | 124 | $7.9M | $173,692 | $345,648 |
| 2022 | 147 | $6.7M | $159,329 | $358,869 |
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 |
|---|---|---|---|---|
| BAKER CHI PARKEY ACCOUNTANCY | Auditor | — | — | $0 |
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 | $900 | — | $900 | — | — |
| 2023 | $4,390 | — | $2,290 | — | — |
| 2022 | $3,550 | — | $3,550 | — | — |