# Reliance Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/reliance-partners-llc-401k-plan

> Reliance Partners, LLC's 401(k) plan: 230 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Reliance Partners, LLC

- **Sponsor EIN:** 264244586

- **Sponsor Address:** 555 WALNUT STREET, CHATTANOOGA, TN, 37415

- **Plan Type:** 401(k)

- **Total Participants:** 230

- **Total Assets:** $9.6M

## 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|230|$9.6M|$636,227|$1.2M|

| 2023|242|$7.5M|$642,990|$1.1M|

| 2022|235|$4.9M|$573,608|$1.0M|

## 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|

| JASON UNDERWOOD CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JASON UNDERWOOD CPA, PLLC](https://planprovider.pro/provider/jason-underwood-cpa-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|$5,500|—|$4,800|—|—|

| 2023|$2,100|—|$2,100|—|—|

| 2022|$950|—|$950|—|—|

## Similar Plans

- [Brentwood Services, INC.](https://planprovider.pro/companies/brentwood-services-inc-401k-plan) — 185 participants

- [Zander Group Holdings, INC.](https://planprovider.pro/companies/zander-group-holdings-inc-401k-plan) — 174 participants

- [Velocity Risk Underwriters, LLC](https://planprovider.pro/companies/velocity-risk-underwriters-llc-401k-plan) — 154 participants

- [Commercial Insurance Associates](https://planprovider.pro/companies/commercial-insurance-associates-401k-plan) — 123 participants

- [Benefit Communications, INC.](https://planprovider.pro/companies/benefit-communications-inc-401k-plan) — 103 participants

- [Tis Insurance Services, INC.](https://planprovider.pro/companies/tis-insurance-services-inc-401k-plan) — 90 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/reliance-partners-llc-401k-plan)

© 2026 PlanProvider.Pro