# Relief Enterprises, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/relief-enterprises-inc-742801951-501

> Relief Enterprises, INC.'s Health & Welfare plan: 213 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/relief-enterprises-inc-742801951-501)

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