Plan Snapshot
- Plan Sponsor: Reliance Health, INC.
- Sponsor EIN: 061011343
- Sponsor Address: 40 BROADWAY, NORWICH, CT, 06360
- Plan Type: 401(k)
- Total Participants: 266
- Total Assets: $7.4M
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 | 266 | $7.4M | $125,132 | $431,264 |
| 2023 | 248 | $6.4M | $127,221 | $445,723 |
| 2022 | 241 | $5.1M | $115,712 | $400,882 |
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 |
|---|---|---|---|---|
| COHNREZNICK 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 | $74,317 | $22,119 | — | — | — |
| 2023 | $60,103 | $17,532 | — | — | — |
| 2022 | $61,735 | $16,475 | $45,260 | — | — |