Plan Ledger DOL Form 5500 · updated monthly

Riviera Partners401(k)

RIVIERA PARTNERS 401(K) PLAN · TIBURON, CA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Riviera Partners reported $22,632 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $512 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 3 years on file its reported administrative ratio has held roughly steady near 0.187%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (4,777th of 9,483), and the 853rd of 2,534 in administrative & support services. In 2024, employees put in $22.38 for every $1.00 the employer contributed; active participation has shrunk from 117 to 102 since 2022.

Plan summary
Net assets, end of year$12,924,744
Participants with balances143
Active participants102
Employer contributions$52,211
Employee contributions$1,168,623
Employer contribution per active participant$512
Average account balance$90,383
Benefits paid to participants$1,780,615
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.9M · 143 accts · $52K emplr
2023$11.2M · 148 accts · $86K emplr
2022$8.9M · 151 accts · $109K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,321
Investment management$4,311
Total administrative$22,632
The Riviera Partners 401(k) match · 2024
Employer contribution per active participant$512
Median for plans this size$2,416
2024$512 per active participant
2023$870 per active participant
2022$934 per active participant

Riviera Partners's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$18,321

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$22,632 · 0.19%
2023$19,778 · 0.20%
2022$17,443 · 0.19%
Same employer
Similar plansAdministrative & Support Services · California
Drata Inc CA$13.3M · 0.11%
Popout, Inc. dba Shippo CA$13.2M · 0.07%
Valmetal Tulare, Inc. CA$13.1M · 0.47%
Majorel USA, Inc. CA$12.8M · 0.42%
Fisher Holdings Inc CA$12.3M · 0.48%
Pacific Coast Termite, Inc. CA$12.2M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954878446 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.