Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Dick Rivera & Associates, LLC
EIN 84-4694606Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
4
5 PORTOFINO DR STE 1803 - PENSACOLA BEACH, FL 32561972-380-9550
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
DICK RIVERA & ASSOCIATES 401(K) PLAN
401(k)
Assets$1.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
DICK RIVERA & ASSOCIATES DEFINED BENEFIT PLAN
Traditional DB
Assets$888K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DICK RIVERA & ASSOCIATES 401(K) PLAN | 401(k) | $1.2M | 2 | 2025 | |
| 001 | DICK RIVERA & ASSOCIATES DEFINED BENEFIT PLAN | Traditional DB | $888K | 2 | 2025 |
Retirement plans