Reliaquest, Llc 401(k) Plan
Sponsored by Reliaquest, Llc · EIN 261468062 · Plan #001 · Tampa, FL
- Total assets
- $52.3M
- Net assets
- $52.3M
- Active participants
- 771
- With balances
- 1,067
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $76,921 |
| Ubs Financial Services Inc | Investment advisory (plan) | $51,795 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $16,925 |
| Gallagher Fiduciary Advisors Llc | Investment advisory (plan) | $16,406 |