Plan Snapshot
- Plan Sponsor: Reliable Parts, INC.
- Sponsor EIN: 911596002
- Sponsor Address: 19111 DALLAS PKWY, DALLAS, TX, 752873199
- Plan Type: 401(k)
- Total Participants: 335
- Total Assets: $7.9M
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 | 335 | $7.9M | $666,864 | $979,352 |
| 2023 | 288 | $7.4M | $350,678 | $1.0M |
| 2022 | 321 | $6.1M | $353,515 | $1.1M |
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 | $40,771 | — | $40,771 |
| PENTEGRA SERVICES INC | CONTRACT ADMINISTRATOR | $26,656 | $2,450 | $29,106 |
| QBOX | INVESTMENT ADVISORY | $13,743 | $13 | $13,756 |
| POOLER CPA GROUP LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- POOLER CPA GROUP LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,633
- Estimated Expense Ratio: 1.056% 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 | $86,573 | $13,743 | $72,830 | — | — |
| 2023 | $96,582 | $13,178 | $83,404 | — | — |
| 2022 | $73,303 | $12,084 | $61,219 | — | — |