Plan Snapshot
- Plan Sponsor: Riverview Investment Holdings LLC
- Sponsor EIN: 823221106
- Sponsor Address: 2200 ATLANTIC STREET, STAMFORD, CT, 06902
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $32.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 85 | $32.0M | $1.0M | $1.1M |
| 2023 | 60 | $29.4M | $860,114 | $957,661 |
| 2022 | 61 | $26.3M | $1.2M | $1.3M |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COHNREZNICK LLP — 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 | $4,165,286 | — | $23,799 | — | — |
| 2023 | $3,319 | — | $300 | — | — |
| 2022 | $4,151 | — | — | — | — |