# Rli Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/rli-services-llc-401k-plan

> Rli Services, LLC's 401(k) plan: 689 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/bdo-usa-pc) — 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|—|—|

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