Plan Snapshot
- Plan Sponsor: Reliant Pro Rehab, LLC
- Sponsor EIN: 452639073
- Sponsor Address: 5800 GRANITE PARKWAY SUITE 325, PLANO, TX, 75024
- Plan Type: 401(k)
- Total Participants: 6,983
- Total Assets: $39.1M
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 | 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 | RECORDKEEPER | $148,611 | — | $148,611 |
| CREATIVE PLANNING LLC | INVESTMENT ADVISOR | $62,459 | — | $62,459 |
| HOLTHOUSE CARLIN & VANTRIGT LLP | AUDITOR | $18,500 | — | $18,500 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | $18,500 | — | $18,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING LLC — INVESTMENT ADVISOR
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $248,070
- Estimated Expense Ratio: 0.635% 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 | $293,643 | $65,026 | — | $18,500 | — |
| 2023 | $180,286 | $55,845 | $117,815 | $6,250 | — |
| 2022 | $185,215 | — | $123,958 | — | — |