Retirement plan

RELIANT REALTY, LLC 401(K) PLAN

Name: RELIANT REALTY, LLC - RELIANT REALTY, LLC 401(K) PLAN (2023) Form 5500
Creator: RELIANT REALTY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RELIANT REALTY, LLC 401(K) PLAN, RELIANT REALTY, LLC

RELIANT REALTY, LLCEIN 26-3239237Plan #001PY 2023

1517 HUNT CLUB BLVD, SUITE 200 - GALLATIN, TN 37066615-724-5399reliantrealty.comLinkedIn501-1000 employeesreal estate

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$767K

+53.3% from 2022

Total participants

-35.8% from 2022

Average account balance

$22,564

+62.3% from 2022

Annual return

21.63%

+33.96 pp from 2022

Benchmarks

See 4,120 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort4,120 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.04M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$36K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

76.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$198K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.56%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1724

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$13K

$476 / participant

Other / not subdivided$13K100.0%

% of EOY assets

1.674%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$22,564

$70,666-68.1%

$169,369-86.7%

$75,173-70.0%

Participation rate

100.0%

64.8%+35.2pp

77.2%+22.8pp

67.2%+32.8pp

Annual return

21.63%

36.37%-14.7pp

405.70%-384.1pp

160.65%-139.0pp

Employer contribution / active EE

$2,767

$2,210+25.2%

$4,011-31.0%

$2,670+3.6%

Participant deferral / active EE

$3,556

$4,308-17.5%

$6,221-42.8%

$4,126-13.8%

Admin fee / account holder

$378

$5,402-93.0%

$9,009-95.8%

$5,651-93.3%

RELIANT REALTY, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RELIANT REALTY, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion