How big is Riata Management LLC's plan?

Riata Management LLC's plan reported $14.3M in assets and 151 participants for 2024.

Original filing (PDF)20251015090705NAL0002144547001

Riata Management LLC

Name: Riata Management LLC — Riata Management LLC 401(k), Form 5500 (2024)
Creator: Riata Management LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Riata Management LLC 401(k) Plan

401(k) retirement plan · Riata Management LLC's Riata Management LLC 401(k) Plan held $14.3M in plan assets for 151 participants in 2024, with Empower as recordkeeper.

Active participants

151

Accounts w/ balance

137

Plan assets (EOY)

$14.3M

Net assets (EOY)

$14.3M

People on this filing

Deana Stapp signed Riata Management LLC's 2024 Form 5500 as plan administrator.

Deana Stapp — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Riata Management LLC's EIN is 20-8023416.

EIN 20-8023416

Plan number 001

Plan year 2024

ACK ID 20251015090705NAL0002144547001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Riata Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Riata Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RIATA MANAGEMENT LLC.

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Plan sponsor

Name

RIATA MANAGEMENT LLC

EIN

all filings

Address

8115 PRESTON ROAD SUITE 800 · DALLAS, TX · 75225

Phone

(214) 272-6015

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$20K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$4K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMARILLO NATIONAL BANK

Investments

35 direct securities· $14.3M(100% of reported assets)

Other securities

$8.5M

22 holdings

Mutual Funds

$3.0M

11 holdings

Common Collective Trusts

$2.7M

1 holding

Bonds / Notes

$57K

1 holding

					% of plan
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$2.7M	19.1%
Blackrock Lifepath Index 2030 K Mutual Fund	Other securities	—	—	$2.5M	17.6%
Blackrock Lifepath Index 2040 K Mutual Fund	Other securities	—	—	$1.8M	12.3%
Blackrock Lifepath Index 2050 K Mutual Fund	Other securities	—	—	$1.3M	8.9%
Blackrock Lifepath Index Retirement K Mutual Fund	Other securities	—	—	$1.1M	7.8%
Invesco Premier Us Government Money In Mutual Fund	Mutual Funds	—	—	$903K	6.3%
Schwab International Index Mutual Fund	Mutual Funds	—	—	$717K	5.0%
Blackrock Lifepath Index 2045 K Mutual Fund	Other securities	—	—	$693K	4.8%
Nuveen Large Cap Growth Index R6 Mutual Fund	Mutual Funds	—	—	$527K	3.7%
Blackrock Lifepath Index 2055 K Mutual Fund	Other securities	—	—	$395K	2.8%
Nuveen Large Cap Value Index R6 Mutual Fund	Mutual Funds	—	—	$361K	2.5%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$291K	2.0%
Nuveen Small Cap Blend Index R6 Mutual Fund	Mutual Funds	—	—	$161K	1.1%
Federated Hermes Total Return Bond R6 Mutual Fund	Other securities	—	—	$151K	1.1%
Jpmorgan Growth Advantage R6 Mutual Fund	Other securities	—	—	$93K	0.6%
Blackrock Lifepath Index 2035 K Mutual Fund	Other securities	—	—	$85K	0.6%
Blackrock 40/60 Target Allocation K Mutual Fund	Other securities	—	—	$79K	0.6%
Federated Hermes International Leader R6 Mutual Fund	Other securities	—	—	$71K	0.5%
Blackrock 80/20 Target Allocation K Mutual Fund	Other securities	—	—	$65K	0.5%
Notes receivable from participants Bearing interest at 4.25%-9.50% -	Bonds / Notes	—	—	$57K	0.4%
Jpmorgan U.S. Value R6 Mutual Fund	Other securities	—	—	$45K	0.3%
Blackrock Core Bond K Mutual Fund	Other securities	—	—	$41K	0.3%
Blackrock Lifepath Index 2060 K Mutual Fund	Other securities	—	—	$40K	0.3%
Fidelity Freedom 2055 K6 Mutual Fund	Mutual Funds	—	—	$23K	0.2%
Blackrock 20/80 Target Allocation K Mutual Fund	Other securities	—	—	$21K	0.1%
T. Rowe Price U.S. Treasury Interm Index Mutual Fund	Other securities	—	—	$19K	0.1%
Fidelity Freedom 2045 K6 Mutual Fund	Mutual Funds	—	—	$12K	<0.1%
Fidelity Freedom 2050 K6 Mutual Fund	Mutual Funds	—	—	$11K	<0.1%
Blackrock High Yield Bond Portfolio K Mutual Fund	Other securities	—	—	$10K	<0.1%
Goldman Sachs Sm Cap Val Insights Instl Mutual Fund	Other securities	—	—	$8K	<0.1%
Fidelity Freedom 2060 K6 Mutual Fund	Mutual Funds	—	—	$7K	<0.1%
Blackrock Lifepath Index 2065 K Mutual Fund	Other securities	—	—	$5K	<0.1%
Mfs Global Opportunistic Bond R6 Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Blackrock 60/40 Target Allocation K Mutual Fund	Other securities	—	—	$2K	<0.1%
Columbia Short Term Bond Inst Mutual Fund	Other securities	—	—	$1K	<0.1%