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  2. Reliant Wealth Planning
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Reliant Wealth Planning

EIN 81-4966856-financial services-Latest filing 2025
Plans
2
Retirement
1
$2.0M assets
Health & Benefits
1
Participants
14
301 TOWNEPARK CIRCLE - LOUISVILLE, KY 40243502-398-5050reliantwealthplanning.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filings
#001401(k)-$2.0M - 14 part#501Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

RELIANT WEALTH PLANNING 401(K) PLAN

401(k)

Assets$2.0M
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

RELIANT WEALTH PLANNING CBS BENEFIT PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001RELIANT WEALTH PLANNING 401(K) PLAN401(k)$2.0M142024
  • RELIANT WEALTH PLANNING 401(K) PLAN$2.0M
    #001 · 401(k) · 202414

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501RELIANT WEALTH PLANNING CBS BENEFIT PLANSelf-funded-$002025
  • RELIANT WEALTH PLANNING CBS BENEFIT PLAN$0
    #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans

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  1. Benefits analytics
  2. Plan summaries
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