Plan Snapshot
- Plan Sponsor: Relevant Solutions LLC
- Sponsor EIN: 274029053
- Sponsor Address: 2010 MCALLISTER ROAD, HOUSTON, TX, 77092
- Plan Type: 401(k)
- Total Participants: 534
- Total Assets: $49.4M
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 | 534 | $49.4M | $1.1M | $3.5M |
| 2023 | 429 | $40.6M | $896,676 | $3.0M |
| 2022 | 264 | $25.4M | $511,211 | $1.6M |
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 |
|---|---|---|---|---|
| CROWE 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 | $39,433 | $681 | $1,200 | — | — |
| 2023 | $123,068 | $48,386 | $74,080 | — | — |
| 2022 | $114,372 | $58,382 | $53,590 | — | — |