Plan Ledger DOL Form 5500 · updated monthly

Rio Vista Ventures, LLC401(k)

RIO VISTA VENTURES, LLC EMPLOYEES SAVINGS & RETIREMENT PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Rio Vista Ventures, LLC reported $900 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,877 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 0.05% to 0.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (5,704th of 9,483), and 3,036th of 4,246 in wholesale trade. In 2024, employees put in $2.00 for every $1.00 the employer contributed; active participation has shrunk from 147 to 100 since 2022.

Plan summary
Net assets, end of year$9,123,288
Participants with balances133
Active participants100
Employer contributions$187,656
Employee contributions$375,135
Employer contribution per active participant$1,877
Average account balance$68,596
Benefits paid to participants$540,646
Plan auditUnmodified (clean) audit opinion
AuditorBAKER CHI PARKEY ACCOUNTANCY
Plan history3
Yearassets · accounts · employer contribution
2024$9.1M · 133 accts · $188K emplr
2023$7.9M · 135 accts · $174K emplr
2022$6.7M · 135 accts · $159K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$900
Total administrative$900
The Rio Vista Ventures, LLC 401(k) match · 2024
Employer contribution per active participant$1,877
Median for plans this size$1,313
2024$1,877 per active participant
2023$1,401 per active participant
2022$1,084 per active participant

Rio Vista Ventures, LLC's 2024 employer contribution ran above the $1,313 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.

Administrative cost history3
2024$900 · 0.01%
2023$4,390 · 0.06%
2022$3,550 · 0.05%
Similar plansWholesale Trade · California
Hatch Baby Inc CA$9.3M · 0.03%
Prime Wheel Corporation CA$9.2M · 0.02%
N & S Tractor Co. CA$9.1M · 0.77%
Worldwise Holdings, Inc. CA$9.1M · 0.47%
Blue Mountain Arts, Inc. CA$9.0M · 0.01%
California Faucets, Inc. CA$9.0M · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952929125 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.