Plan Snapshot
- Plan Sponsor: Reliance Medical Transport, LLC
- Sponsor EIN: 463686105
- Sponsor Address: 156 NEWTOWN ROAD, SUITE A1, VIRGINIA BEACH, VA, 23462
- Plan Type: DC
- Total Participants: 130
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 130 | $1.4M | $450,160 | $75,583 |
| 2023 | 107 | $832,871 | $280,721 | $31,416 |
| 2022 | 147 | $485,605 | $218,996 | $31,712 |
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 |
|---|---|---|---|---|
| SMITH LEONARD PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH LEONARD PLLC — Auditor
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 | $28,787 | $28,787 | — | — | — |
| 2023 | $16,812 | $1,440 | $15,372 | — | — |
| 2022 | — | — | — | — | — |