2023 Form 5500 filing — Relevant Solutions 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014102349NAL0013127315001) for Relevant Solutions 401(K) Plan, reported by Relevant Solutions LLC under EIN 27-4029053 and plan number 001. It reports 541 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014102349NAL0013127315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Relevant Solutions LLC
- EIN
- 27-4029053
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 541
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,551,947
- Total liabilities (EOY)
- $45,019
- Net assets (EOY)
- $40,506,928
- Employer contributions
- $896,676
- Participant contributions
- $2,957,562
- Total income / additions
- $18,506,934
- Benefits paid
- $3,259,402
- Administrative expenses
- $123,068
- Total expenses
- $3,382,470
- Net increase / (decrease)
- $15,124,464
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISOR | $26,328 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors | INVESTMENT ADVISOR | $22,058 | not reported in the loaded dataset |