Plan Ledger DOL Form 5500 · updated monthly

Nations Reliable Lending, LLC401(k)

NATIONS RELIABLE LENDING, LLC 401(K) PROFIT SHARING PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.35%

Nations Reliable Lending, LLC reported $43,955 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 4 years on file its reported administrative ratio fell from 0.48% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 2,690th-largest of 5,688 plans among Texas employers on file, and the 950th of 2,096 in real estate & leasing. active participation has shrunk from 524 to 366 since 2020.

Plan summary
Net assets, end of year$12,760,643
Participants with balances350
Active participants366
Employer contributions—
Employee contributions$1,242,856
Employer contribution per active participant—
Average account balance$36,459
Benefits paid to participants$2,986,765
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2024$12.8M · 350 accts
2023$12.6M · 415 accts
2022$12.2M · 463 accts · $326K emplr
2020$10.2M · 438 accts · $203K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,772
Investment management$25,183
Total administrative$43,955
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
WELLS FARGO CLEARING SERVICES LLC · Investment advisory (plan)$25,175
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$19,672

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2024$43,955 · 0.35%
2023$74,491 · 0.60%
2022$43,926 · 0.31%
2020$40,218 · 0.48%
Same employer
Similar plansReal Estate & Leasing · Texas
Spirit Realty Capital, Inc. TX$13.5M · 0.65%
Buxton Company TX$13.1M · 0.51%
Tarantino Properties Inc. TX$11.8M · 0.20%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 205973457 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.