# The Reily Companies, LLC. 401(k) Plan
Source: https://planprovider.pro/companies/the-reily-companies-llc-401k-plan

> The Reily Companies, LLC.'s 401(k) plan: 551 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Reily Companies, LLC.

- **Sponsor EIN:** 721226188

- **Sponsor Address:** 880 W COMMERCE ROAD, STE 200, NEW ORLEANS, LA, 70123

- **Plan Type:** 401(k)

- **Total Participants:** 551

- **Total Assets:** $86.0M

## 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|551|$86.0M|$2.2M|$2.9M|

| 2023|582|$78.7M|$2.1M|$2.8M|

| 2022|590|$67.4M|$2.2M|$2.8M|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$92,869|—|$92,869|

| VANGUARD ADVISERS INC.|NONE|$22,026|—|$22,026|

| CAPFINANCIAL PARTNERS LLC|NONE|$11,025|—|$11,025|

| EISNERAMPER|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [EISNERAMPER](https://planprovider.pro/provider/eisneramper-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $125,920

- **Estimated Expense Ratio:** 0.146% 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|$125,924|—|—|—|—|

| 2023|$47,602|—|—|—|—|

| 2022|$50,439|—|—|—|—|

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