AUMdb

Rivergate Kw Management 401(k)

Sponsored by Rivergate Kw Management Llc · EIN 471241858 · Plan #001

Total assets
$4.9M
Net assets
$4.9M
Active participants
447
With balances
564

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Newfront Retirement Services, Inc. CRD 167641 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $19,214
Newfront Retirement Services Inc Investment advisory (plan) $10,913