Reliance First Capital, Llc Employees Savings Trust
Sponsored by Reliance First Capital, Llc · EIN 262261031 · Plan #001
- Total assets
- $27.3M
- Net assets
- $27.3M
- Active participants
- 262
- With balances
- 198
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 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates Inc | Investment advisory (plan) | $57,213 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $40,595 |
| Richey May & Co Llp | Accounting | $10,600 |
| Empower Advisory Group, Llc | Investment management | $10,026 |
| Erisa Fiduciary Services Inc | Contract administrator | $10,000 |
| Mcgladrey Llp | Accounting | $5,000 |