Plan Snapshot
- Plan Sponsor: Reliance Relocation Services INC
- Sponsor EIN: 223529526
- Sponsor Address: 161 N CLARK ST, CHICAGO, IL, 606013206
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $17.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 86 | $17.7M | $209,958 | $963,402 |
| 2023 | 93 | $16.8M | $236,818 | $1.0M |
| 2022 | 93 | $14.2M | $215,771 | $937,710 |
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 |
|---|---|---|---|---|
| MANN WEITZ | 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 | $8,063 | $6,550 | — | — | — |
| 2023 | $7,630 | $6,405 | — | — | — |
| 2022 | $6,518 | $5,505 | — | — | — |