Plan Snapshot
- Plan Sponsor: Reliant Pro Rehab, LLC
- Sponsor EIN: 452639073
- Sponsor Address: 5800 GRANITE PARKWAY, PLANO, TX, 75024
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 7,866
- Total Assets: $49.0M
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. |
|---|---|---|---|---|
| 2025 | 7,866 | $49.0M | $0 | $0 |
| 2024 | 6,983 | $39.1M | $53,949 | $5.7M |
| 2023 | 8,147 | $33.5M | $27,431 | $5.1M |
| 2022 | 8,109 | $28.4M | $57,988 | $5.4M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $165,866 | — | $165,866 |
| CREATIVE PLANNING LLC | Investment Advisor | $72,579 | — | $72,579 |
| ADVISED ASSETS GROUP, LLC | Investment Advisor | $9,097 | — | $9,097 |
| HOLTHOUSE CARLIN & VANTRIGT LLP | Auditor | $8,950 | — | $8,950 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $256,492
- Estimated Expense Ratio: 0.523% 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 |
|---|---|---|---|---|---|
| 2025 | $6,989,456 | $52,880 | — | $8,950 | — |
| 2024 | $293,643 | $65,026 | — | $18,500 | — |
| 2023 | $180,286 | $55,845 | $117,815 | $6,250 | — |
| 2022 | $185,215 | — | $123,958 | — | — |