Plan Ledger DOL Form 5500 · updated monthly

Reliaquest, LLC401(k)

RELIAQUEST, LLC 401(K) PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Reliaquest, LLC reported $162,048 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $4,164 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 fell from 0.80% to 0.36%. 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 521st-largest of 3,644 plans among Florida employers on file, and the 2,669th of 11,654 in professional & technical services. In 2024, employees put in $2.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$52,250,990
Participants with balances1,067
Active participants771
Employer contributions$3,210,624
Employee contributions$8,851,255
Employer contribution per active participant$4,164
Average account balance$48,970
Benefits paid to participants$5,171,927
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$52.3M · 1,067 accts · $3.2M emplr
2023$38.3M · 1,082 accts · $3.6M emplr
2022$22.2M · 968 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$76,921
Investment management$85,127
Total administrative$162,048
The Reliaquest, LLC 401(k) match · 2024
Employer contribution per active participant$4,164
Median for plans this size$2,416
2024$4,164 per active participant
2023$4,737 per active participant
2022$3,190 per active participant

Reliaquest, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$76,921
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$51,795
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$16,925
GALLAGHER FIDUCIARY ADVISORS LLC · Investment advisory (plan)$16,406

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

Administrative cost history3
2024$162,048 · 0.36%
2023$160,725 · 0.53%
2022$153,836 · 0.80%
Same employer
Similar plansProfessional & Technical Services · Florida
Becker & Poliakoff, P.A. FL$55.2M · 0.24%
Aspire USA LLC FL$54.4M · 0.19%
Rcp Legal Services LLC FL$52.5M · 0.24%
Rogers Towers, P.A. FL$52.2M · 0.14%
Tripp Scott, P.A. FL$52.1M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261468062 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.