Reliance One 401(k) Plan
Sponsored by Reliance One, Inc. · EIN 383502806 · Plan #002
- Total assets
- $5.0M
- Net assets
- $5.0M
- Active participants
- 206
- With balances
- 243
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 |
|---|---|---|
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Benefits Group, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $42,700 |
| Sentinel Pension Advisors | Investment advisory (plan), Direct payment from the plan | $15,218 |
| Charles Schwab Trust Bank | Custodial (securities), Direct payment from the plan | $2,689 |