Plan Snapshot
- Plan Sponsor: Relatient, INC.
- Sponsor EIN: 455445868
- Sponsor Address: 4868 GEORGIA HIGHWAY 85, FOREST PARK, GA, 302972473
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 102 | $8.3M | $334,996 | $1.1M |
| 2023 | 130 | $6.4M | $422,470 | $1.2M |
| 2022 | 196 | $4.6M | $596,776 | $1.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CHERRY BEKAERT,LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $94,014 | $37,398 | $30,676 | — | — |
| 2023 | $74,207 | $28,048 | $24,059 | — | — |
| 2022 | $38,323 | $18,361 | $15,162 | — | — |