Back to filter
Original filing (PDF)20251014093121NAL0003535248002
RIVERWAY TITLE GROUP, LLC
Form 5500-SF
FILING_RECEIVED
RIVERWAY TITLE RETIREMENT PLAN
401(k) retirement plan
Active participants
43
Accounts w/ balance
32
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIVERWAY TITLE GROUP, LLC.
Plan sponsor
Name
RIVERWAY TITLE GROUP, LLC
DBA
DBA RIVERWAY TITLE
EIN
47-4915752
Address
3 RIVERWAY · STE 130 · HOUSTON, TX · 77056
Phone
(713) 266-2595
Industry
Real Estatesee all
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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Real Estate plans
AOBO OF KIAHUNA PLANTATION (PHASES II, III-A, III-B, IV-A, AND V)
KIAHUNA PLANTATION AOBO 401(K) PLAN
$1.5M · 28 participants
MIDWEST TITLE
MIDWEST TITLE CORP 401(K) PLAN AND P/S
$1.5M · 19 participants
WIRELESS REALTY ADVISORS, LLC
WIRELESS REALTY ADVISORS PROFIT SHARING PLAN
$1.5M · 8 participants
GBC REAL ESTATE GROUP. LLC
GBC REAL ESTATE GROUP. LLC 401(K) PLAN
$1.5M · 3 participants
DANA H. GREEN RE INC.
DANA H. GREEN RE INC. 401(K) PROFIT SHARING PLAN
$1.5M · 3 participants
ECKEL DEVELOPMENT, LLC
ECKEL DEVELOPMENT, LLC PENSION PLAN
$1.5M · 5 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants