Reli Group 401(k) Profit Sharing Plan And Trust
Sponsored by Reli Group, Inc. · EIN 462152555 · Plan #001
- Total assets
- $19.2M
- Net assets
- $19.2M
- Active participants
- 481
- With balances
- 348
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping | $107,858 |
| Wilshire Associates,Inc. | Investment advisory (plan) | $2,636 |
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Sub-transfer agency fees | $825 |