Plan Snapshot
- Plan Sponsor: Relief Enterprises, INC.
- Sponsor EIN: 742801951
- Sponsor Address: 1528 SOUTH EL CAMINO REAL STE 407, SAN MATEO, CA, 94402
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 213
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 213 | $1.4M | $1.5M | $0 |
| 2023 | 204 | $933,099 | $1.4M | $103 |
| 2022 | 192 | $1.0M | $1.0M | $197,425 |
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 |
|---|---|---|---|---|
| FCE BENEFIT ADMINISTRATORS | Other Service Provider | $236,577 | $32,321 | $268,898 |
| CIGNA HEALTH AND LIFE INSURANCE CO | Other Service Provider | $35,954 | — | $35,954 |
| TRUST MANAGEMENT SERVICES | Other Service Provider | $31,361 | — | $31,361 |
| CLIFTONLARSONALLEN LLP | Auditor | $17,325 | — | $17,325 |
| GLOBAL CARE INC. | Other Service Provider | $16,069 | — | $16,069 |
| UNITED WORKERS WELLNESS | Other Service Provider | $14,077 | — | $14,077 |
| FCE FINANCIAL SERVICES, INC | Other Service Provider | $13,717 | — | $13,717 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $397,401
- Estimated Expense Ratio: 27.856% 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 | $329,200 | — | $266,371 | $17,325 | — |
| 2023 | $305,032 | — | $248,624 | $24,411 | — |
| 2022 | $310,678 | $24,583 | $254,414 | — | $29,138 |