First Reliance Bank Employee Stock Ownership Plan
Sponsored by First Reliance Bank · EIN 582463842 · Plan #001
- Total assets
- $16.8M
- Net assets
- $16.8M
- Active participants
- 179
- With balances
- 282
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 |
|---|---|---|
| Investment Research & Advisory Group, Inc. CRD 126246 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $56,024 |
| Inc Ira Group | Investment advisory (plan) | $18,750 |
| Pentegra Retirement Services, Inc. | Recordkeeping | $4,097 |