# Relation Insurance, INC. 401(k) Plan
Source: https://planprovider.pro/companies/relation-insurance-inc-401k-plan

> Relation Insurance, INC.'s 401(k) plan: 1,341 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Relation Insurance, INC.

- **Sponsor EIN:** 260291031

- **Sponsor Address:** 10950 GRANDVIEW DRIVE, OVERLAND PARK, KS, 662102010

- **Plan Type:** 401(k)

- **Total Participants:** 1,341

- **Total Assets:** $114.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|1,341|$114.9M|$2.8M|$10.0M|

| 2023|1,234|$99.6M|$2.8M|$9.3M|

| 2022|1,302|$80.3M|$2.3M|$8.1M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$218,588|—|$218,588|

| COMMONWEALTH FINANCIAL NETWORK|INVESTMENT ADVISORY|—|$43,650|$43,650|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [COMMONWEALTH FINANCIAL NETWORK](https://planprovider.pro/provider/commonwealth-financial-network) — INVESTMENT ADVISORY

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $262,238

- **Estimated Expense Ratio:** 0.228% of plan assets

### 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|$220,961|—|$220,961|—|—|

| 2023|$193,755|—|$193,755|—|—|

| 2022|$155,727|—|$155,727|—|—|

## Similar Plans

- [Ima Financial Group, INC.](https://planprovider.pro/companies/ima-financial-group-inc-401k-plan) — 2,726 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/relation-insurance-inc-401k-plan)

© 2026 PlanProvider.Pro