How big is Riveron Consulting, LLC's plan?

Riveron Consulting, LLC's plan reported $121.9M in assets and 783 participants for 2024.

Original filing (PDF)20251008133207NAL0005916641001

Riveron Consulting, LLC

Name: Riveron Consulting, LLC — Riveron Consulting LLC, Form 5500 (2024)
Creator: Riveron Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Riveron Consulting LLC 401(k) Plan

401(k) retirement plan · Riveron Consulting, LLC's Riveron Consulting LLC 401(k) Plan held $121.9M in plan assets for 783 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

783

Accounts w/ balance

1,024

Plan assets (EOY)

$121.9M

Net assets (EOY)

$121.9M

People on this filing

Lindsey Warnock signed Riveron Consulting, LLC's 2024 Form 5500 as plan administrator.

Lindsey Warnock — 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

Riveron Consulting, LLC's EIN is 47-3456677.

EIN 47-3456677

Plan number 001

Plan year 2024

ACK ID 20251008133207NAL0005916641001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

RIVERON CONSULTING, LLC

EIN

all filings

Address

2515 MCKINNEY AVE #1200 · DALLAS, TX · 75201

Phone

(214) 891-5537

Industry

Utilities

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

2025-10-08

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

2E · Profit-sharing

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$34K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA INVESTMENT SERVICES LLC	35-2552359	—	ADVISOR	$36K	—

Investments

33 direct securities· $121.9M(100% of reported assets)

Mutual Funds

$73.5M

19 holdings

Common Collective Trusts

$42.2M

8 holdings

Other securities

$6.2M

6 holdings

					% of plan
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$21.1M	17.3%
American Funds 2055 Target Date R6	Mutual Funds	—	—	$10.7M	8.8%
American Funds 2050 Target Date R6	Mutual Funds	—	—	$8.8M	7.2%
American Funds 2045 Target Date R6	Mutual Funds	—	—	$7.6M	6.2%
Fidelity Large Cap Growth Index Fund	Common Collective Trusts	—	—	$6.7M	5.5%
American Funds 2040 Target Date R6	Mutual Funds	—	—	$6.5M	5.3%
American Funds 2060 Target Date R6	Mutual Funds	—	—	$6.4M	5.3%
MFS Growth R4	Mutual Funds	—	—	$6.3M	5.2%
American Funds 2035 Target Date R6	Mutual Funds	—	—	$4.5M	3.7%
Fidelity Advisor Mid Cap Value	Mutual Funds	—	—	$4.2M	3.4%
Fidelity Management Trust Company Money market fund - Fidelity Government Money Market Fund	Mutual Funds	—	—	$4.2M	3.4%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$3.2M	2.6%
American Funds 2030 Target Date R6	Mutual Funds	—	—	$3.2M	2.6%
Janus Henderson Janus Henderson Enterprise Trust	Mutual Funds	—	—	$3.0M	2.4%
MFS International Equity Fund Class R6	Mutual Funds	—	—	$2.9M	2.3%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$2.8M	2.3%
Fidelity Large Cap Value Index Fund	Common Collective Trusts	—	—	$2.8M	2.3%
Fidelity International Index Fund	Common Collective Trusts	—	—	$2.3M	1.9%
Allspring Special Small Cap Value	Other securities	—	—	$2.1M	1.7%
Fidelity Management Trust Company Fidelity US Bond Index Fund	Common Collective Trusts	—	—	$1.9M	1.6%
JPMorgan US Research Enhanced Equity	Other securities	—	—	$1.7M	1.4%
Fidelity Advisor Small Cap Growth	Mutual Funds	—	—	$1.7M	1.4%
Fidelity Advisor Total Bond Fund	Mutual Funds	—	—	$1.6M	1.3%
American Funds 2065 Target Date R6	Mutual Funds	—	—	$1.4M	1.1%
Fidelity Emerging Markets Index Fund	Common Collective Trusts	—	—	$1.3M	1.0%
American Funds 2025 Target Date R6	Mutual Funds	—	—	$702K	0.6%
Eaton Vance Eaton Vance Income Fund Of Boston A	Other securities	—	—	$652K	0.5%
Participants Participant notes receivable bearing interest at rates ranging from 4.25 to 9.50 percent -	Other securities	—	—	$613K	0.5%
MassMutual Premier Small Cap Opps R5	Other securities	—	—	$584K	0.5%
BlackRock Real Estate	Other securities	—	—	$562K	0.5%
American Funds 2020 Target Date R6	Mutual Funds	—	—	$20K	<0.1%
American Funds American Funds 2010 Target Date R6	Mutual Funds	—	—	$2K	<0.1%
American Funds 2015 Target Date R6	Mutual Funds	—	—	$1K	<0.1%