Riviera Golf & Tennis, Inc. 401 K Plan And Trust
Sponsored by Riviera Golf & Tennis, Inc · EIN 954853172 · Plan #001
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 147
- With balances
- 172
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group, Llc | Investment advisory (plan) | $25,011 |
| Empower Advisory Group, Llc | Investment management | $18,499 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $13,312 |