# Reliance Health, INC. 401(k) Plan
Source: https://planprovider.pro/companies/reliance-health-inc-401k-plan-001-1343

> Reliance Health, INC.'s 401(k) plan: 266 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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