Plan Snapshot
- Plan Sponsor: Reliance Worldwide Corporation
- Sponsor EIN: 010581131
- Sponsor Address: 2300 DEFOOR HILLS ROAD NW, ATLANTA, GA, 30318
- Plan Type: 401(k)
- Total Participants: 757
- Total Assets: $53.5M
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 | 757 | $53.5M | $2.4M | $4.2M |
| 2023 | 756 | $45.7M | $2.2M | $3.9M |
| 2022 | 789 | $38.0M | $2.3M | $4.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $101,923 | — | $101,923 |
| NORTHWESTERN MUTUAL WEALTH MGMT CO | INVESTMENT ADVISOR | $92,999 | — | $92,999 |
| BDO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $194,922
- Estimated Expense Ratio: 0.364% of plan assets
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 | $194,922 | $92,999 | — | — | — |
| 2023 | $159,348 | $66,147 | — | — | — |
| 2022 | $146,504 | — | $146,504 | — | — |