Plan Snapshot
- Plan Sponsor: Rli Services, LLC
- Sponsor EIN: 820776939
- Sponsor Address: 111 W JACKSON BLVD, SUITE 1700, CHICAGO, IL, 60604
- Plan Type: 401(k)
- Total Participants: 689
- Total Assets: $40.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 689 | $40.3M | $1.8M | $3.5M |
| 2023 | 389 | $37.0M | $1.4M | $2.8M |
| 2022 | 337 | $13.2M | $758,713 | $1.8M |
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 |
|---|---|---|---|---|
| BDO USA, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $133,771 | $60,589 | $73,182 | — | — |
| 2023 | $85,082 | $31,199 | $53,883 | — | — |
| 2022 | $50,775 | $43,440 | $7,335 | — | — |