Plan Snapshot
- Plan Sponsor: Riveron Consulting, LLC
- Sponsor EIN: 473456677
- Sponsor Address: 2515 MCKINNEY AVE #1200, DALLAS, TX, 75201
- Plan Type: 401(k)
- Total Participants: 783
- Total Assets: $121.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 783 | $121.9M | $4.3M | $11.0M |
| 2023 | 694 | $99.9M | $4.2M | $10.1M |
| 2022 | 724 | $75.2M | $2.9M | $8.4M |
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 |
|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | ADVISOR | $36,000 | — | $36,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $34,278 | — | $34,278 |
| PLANTE MORAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA INVESTMENT SERVICES LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- PLANTE MORAN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,278
- Estimated Expense Ratio: 0.058% 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 | $70,278 | $36,000 | — | — | — |
| 2023 | $50,254 | $32,668 | $300 | — | — |
| 2022 | $50,970 | — | — | — | — |