Plan Ledger DOL Form 5500 · updated monthly

Riata Management LLC401(k)

RIATA MANAGEMENT LLC 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Riata Management LLC reported $56,811 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $3,226 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 rose from 0.39% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 2,507th-largest of 5,688 plans among Texas employers on file, and the 347th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,287,216
Participants with balances137
Active participants151
Employer contributions$487,072
Employee contributions$969,863
Employer contribution per active participant$3,226
Average account balance$104,286
Benefits paid to participants$1,649,794
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.3M · 137 accts · $487K emplr
2023$12.9M · 163 accts · $487K emplr
2022$10.2M · 137 accts · $368K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,627
Investment management$37,184
Total administrative$56,811
The Riata Management LLC 401(k) match · 2024
Employer contribution per active participant$3,226
Median for plans this size$2,416
2024$3,226 per active participant
2023$2,968 per active participant
2022$2,518 per active participant

Riata Management LLC's 2024 employer contribution ran above the $2,416 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 · 20243
AMARILLO NATIONAL BANK · Investment advisory (plan)$33,153
EMPOWER ADVISORY GROUP, LLC · Investment management$4,031

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

Administrative cost history3
2024$56,811 · 0.42%
2023$47,362 · 0.41%
2022$45,845 · 0.39%
Same employer
Similar plansAgriculture, Forestry & Fishing · Texas
Lmbi, L.P. TX$21.1M · 0.14%
Vital Farms Inc. TX$20.1M · 0.10%
West Gaines Seed, Inc. TX$14.8M · 0.10%
Friona Industries, L.P. TX$14.4M · 0.64%
Lane's End Farm TX$12.5M · 0.02%
Consolidated Citrus Limited TX$11.7M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208023416 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.