Plan Snapshot
- Plan Sponsor: Reliance Standard Life Insurance Company
- Sponsor EIN: 360883760
- Sponsor Address: 1700 MARKET STREET, STE 1200, PHILADELPHIA, PA, 191037090
- Plan Type: 401(k)
- Total Participants: 2,708
- Total Assets: $353.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 2,708 | $353.8M | $18.7M | $18.1M |
| 2023 | 2,566 | $296.4M | $14.7M | $16.1M |
| 2022 | 2,314 | $237.4M | $7.9M | $14.4M |
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 |
|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS — 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 | $358,711 | — | — | — | — |
| 2023 | $299,742 | — | — | — | — |
| 2022 | $356,071 | — | — | — | — |