CORY Olson signed Rialto Management Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rialto Management Group, LLC's EIN is 83-1423160.
Download the official 2024 Form 5500 (PDF) for Rialto Management Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rialto Management Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $54 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX | Common Collective Trusts | — | — | $12.4M | 22.1% | |
| PGIM JENNISON GROWTH R6 | Other securities | — | — | $5.7M | 10.2% | |
| COLUMBIA DIVIDEND INCOME INST3 | Other securities | — | — | $3.1M | 5.4% | |
| STATE STREET TARGET RET 2045 K | Other securities | — | — | $2.6M | 4.6% | |
| PERSONAL CHOICE RETIREMENT | Self-Directed Brokerage | — | — | $2.4M | 4.4% | |
| STATE STREET TARGET RET 2040 K | Other securities | — | — | $2.4M | 4.3% | |
| FIDELITY GLOBAL EX US INDEX | Mutual Funds | — | — | $2.4M | 4.2% | |
| MFS INTL DIVERSIFICATION CL R6 | Mutual Funds | — | — | $2.3M | 4.1% | |
| STATE STREET TARGET RET 2050 K | Other securities | — | — | $2.2M | 3.9% | |
| PRUDENTIAL GUARANTEED INC FUND | Common Stocks | — | — | $2.2M | 3.9% | |
| VANGUARD EXPLORER ADMIRAL SHRS | Mutual Funds | — | — | $1.9M | 3.5% | |
| FIDELITY MID CAP INDEX | Mutual Funds | — | — | $1.7M | 3.0% | |
| STATE STREET TARGET RET 2055 K | Other securities | — | — | $1.5M | 2.6% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | — | $1.4M | 2.6% | |
| STATE STREET TARGET RET 2035 K | Other securities | — | — | $1.4M | 2.5% | |
| MFS MID CAP GROWTH FUND R6 | Mutual Funds | — | — | $1.4M | 2.5% | |
| VICTORY SYC SMALL CO OPP R6 | Common Stocks | — | — | $1.3M | 2.4% | |
| FIDELITY US BOND INDEX | Mutual Funds | — | — | $1.3M | 2.4% | |
| STATE STREET TARGET RET 2030 K | Other securities | — | — | $1.2M | 2.1% | |
| LOOMIS SAYLES INV GRADE BND | Other securities | — | — | $878K | 1.6% | |
| STATE STREET TARGET RET 2060 K | Other securities | — | — | $768K | 1.4% | |
| FIDELITY ADV STRATEGIC INC | Mutual Funds | — | — | $663K | 1.2% | |
| FIDELITY SMALL CAP INDEX | Mutual Funds | — | — | $629K | 1.1% | |
| Notes Receivable From Participants | Other securities | — | — | $609K | 1.1% | |
| PERSONAL CHOICE RETIREMENT 2 | Self-Directed Brokerage | — | — | $380K | 0.7% | |
| STATE STREET TARGET RET 2065 K | Other securities | — | — | $372K | 0.7% | |
| STATE STREET TARGET RET 2020 K | Other securities | — | — | $356K | 0.6% | |
| PGIM GLOBAL TOTAL RETURN R6 | Other securities | — | — | $283K | 0.5% | |
| STATE STREET TARGET RET 2025 K | Other securities | — | — | $47K | <0.1% | |
| METROPOLITAN WEST TTL RTN BD P | Other securities | — | — | $1K | <0.1% | |
| STATE STREET TARGET RET K | Other securities | — | — | $82 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
