# Rivergate Kw Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/rivergate-kw-management-llc-401k-plan

> Rivergate Kw Management LLC's 401(k) plan: 447 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rivergate Kw Management LLC

- **Sponsor EIN:** 471241858

- **Sponsor Address:** 8200 NW 33RD STREET, MIAMI, FL, 33122

- **Plan Type:** 401(k)

- **Total Participants:** 447

- **Total Assets:** $4.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|447|$4.9M|$435,704|$700,306|

| 2023|478|$3.4M|$382,115|$628,911|

| 2022|266|$2.6M|$279,709|$435,251|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$19,214|—|$19,214|

| NEWFRONT RETIREMENT SERVICES INC|ADVISOR|$10,913|—|$10,913|

| PAAST P.L.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $30,127

- **Estimated Expense Ratio:** 0.612% 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|$30,127|$10,913|—|—|—|

| 2023|$28,755|$790|—|—|—|

| 2022|$42,069|—|—|—|—|

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