Plan Ledger DOL Form 5500 · updated monthly

Rialto Management Group, LLC401(k)

RIALTO ASSOCIATE SERVICES, LLC 401(K) PLAN · MIAMI, FL · plan year 2024

Reported admin expense ratio · 2024
0.10%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Rialto Management Group, LLC reported $48,365 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $4,543 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.104% to 0.096%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 502nd-largest of 3,644 plans among Florida employers on file, and the 1,537th of 4,798 in finance & insurance. In 2024, employees put in $2.93 for every $1.00 the employer contributed; active participation has grown from 281 to 317 since 2022.

Plan summary
Net assets, end of year$56,031,237
Participants with balances385
Active participants317
Employer contributions$1,440,030
Employee contributions$4,218,992
Employer contribution per active participant$4,543
Average account balance$145,536
Benefits paid to participants$3,135,448
Plan auditUnmodified (clean) audit opinion
AuditorBERKOWITZ POLLACK BRANT
Plan history3
Yearassets · accounts · employer contribution
2024$56.0M · 385 accts · $1.4M emplr
2023$44.3M · 345 accts · $1.3M emplr
2022$33.3M · 328 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,989
Investment management$11,376
Total administrative$48,365
The Rialto Management Group, LLC 401(k) match · 2024
Employer contribution per active participant$4,543
Median for plans this size$3,635
2024$4,543 per active participant
2023$4,488 per active participant
2022$3,746 per active participant

Rialto Management Group, LLC's 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$42,212
CHARLES SCHWAB & CO., INC. · Securities brokerage$54

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$48,365 · 0.10%
2023$41,103 · 0.11%
2022$36,770 · 0.10%
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Source: U.S. Department of Labor, Form 5500 series, EIN 831423160 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.