Plan Ledger DOL Form 5500 · updated monthly

Reli Group, Inc.401(k)

RELI GROUP 401(K) PROFIT SHARING PLAN AND TRUST · CATONSVILLE, MD · plan year 2024

Reported admin expense ratio · 2024
0.66%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Reli Group, Inc. reported $119,414 in plan administrative expenses for 2024: 0.66% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,248 per active participant. 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 2 years on file its reported administrative ratio rose from 0.59% to 0.66%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 668th-largest of 1,671 plans among Maryland employers on file, and the 5,717th of 11,654 in professional & technical services. In 2024, employees put in $2.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,158,178
Participants with balances348
Active participants481
Employer contributions$1,081,395
Employee contributions$2,558,889
Employer contribution per active participant$2,248
Average account balance$55,052
Benefits paid to participants$4,863,365
Plan auditDisclaimer of opinion
AuditorBD & COMPANY, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$19.2M · 348 accts · $1.1M emplr
2023$17.3M · 331 accts · $1.0M emplr
2022$11.1M · 328 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$108,683
Investment management$2,636
Total administrative$119,414
The Reli Group, Inc. 401(k) match · 2024
Employer contribution per active participant$2,248
Median for plans this size$2,416
2024$2,248 per active participant
2023$2,204 per active participant
2022$1,992 per active participant

Reli Group, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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 · 20243
JOHN HANCOCK · Recordkeeping$107,858
WILSHIRE ASSOCIATES,INC. · Investment advisory (plan)$2,636

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

Recordkeeper by year2
2024Bank of America / Merrill, John Hancock
2023John Hancock

This plan has changed recordkeepers within these filings. If you left Reli Group, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$119,414 · 0.66%
2023$84,571 · 0.60%
2022$60,529 · 0.59%
Same employer
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Bioqual, Inc. MD$19.5M · 0.03%
Ata Aerospace, LLC. MD$19.4M · 0.06%
Maxcyte, Inc. MD$19.2M · 0.22%
Summit Group, LLC MD$18.9M · 0.35%
Resolute Technologies, LLC MD$18.9M · 0.70%
The Educe Group MD$18.7M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462152555 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.