# Reliant Real Estate Management INC. 401(k) Plan
Source: https://planprovider.pro/companies/reliant-real-estate-management-401k-plan

> Reliant Real Estate Management INC.'s 401(k) plan: 167 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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