Plan Snapshot
- Plan Sponsor: Reliant Holdings, Ltd.
- Sponsor EIN: 752230373
- Sponsor Address: PO BOX 981, PAMPA, TX, 79066
- Plan Type: 401(k)
- Total Participants: 374
- Total Assets: $18.0M
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 | 374 | $18.0M | $1.3M | $1.0M |
| 2023 | 331 | $14.5M | $849,999 | $1.1M |
| 2022 | 312 | $11.8M | $815,838 | $1.1M |
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 |
|---|---|---|---|---|
| C. MARCO MARTIN, CPA | 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 | $78,142 | — | $78,142 | — | — |
| 2023 | $59,053 | — | $59,053 | — | — |
| 2022 | $53,121 | $53,121 | — | — | — |