Plan Snapshot
- Plan Sponsor: Reliant Real Estate Management INC.
- Sponsor EIN: 464367924
- Sponsor Address: 207 W. 20TH ST., SANTA ANA, CA, 92706
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $3.1M
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 | 167 | $3.1M | $147,373 | $397,164 |
| 2023 | 174 | $3.1M | $108,947 | $320,556 |
| 2022 | 153 | $2.2M | $115,563 | $281,472 |
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 |
|---|---|---|---|---|
| HASKELL & WHITE LLP | Auditor | $13,500 | — | $13,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,500
- Estimated Expense Ratio: 0.441% 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 | $48,189 | $20,053 | — | $13,500 | — |
| 2023 | $33,831 | $10,444 | — | $10,500 | — |
| 2022 | $35,199 | $17,055 | $6,144 | — | $12,000 |