Reliant Real Estate Management 401(k) Profit Sharing Plan
Sponsored by Reliant Real Estate Management Inc. · EIN 464367924 · Plan #001
- Total assets
- $3.1M
- Net assets
- $3.0M
- Active participants
- 167
- With balances
- 120
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates Inc | Investment advisory (plan) | $20,053 |
| Haskell & White, Llp | Accounting | $13,500 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $8,684 |
| Ubs Financial Services Inc | Other fees | $5,952 |