Relevant Solutions 401(K) Plan — Form 5500 plan (Relevant Solutions LLC)
Plain-English plan 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, Relevant Solutions 401(K) Plan is a benefit plan reported by Relevant Solutions LLC under EIN 27-4029053 and plan number 001. The latest loaded filing year is 2023. The filing reports 541 participants and $40,551,947 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Relevant Solutions LLC
- EIN
- 27-4029053
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 541
- End-of-year plan assets
- $40,551,947
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 541 | H, C | 20241014102349NAL0013127315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,551,947
- Total liabilities (EOY)
- $45,019
- Net assets (EOY)
- $40,506,928
- Net assets (BOY)
- $25,382,464
Income & contributions
- Employer contributions
- $896,676
- Participant contributions
- $2,957,562
- Total contributions
- $13,528,345
- Total income / additions
- $18,506,934
Expenses & distributions
- Benefits paid
- $3,259,402
- Administrative expenses
- $123,068
- Total expenses
- $3,382,470
- Net increase / (decrease)
- $15,124,464
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISOR | $26,328 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors | INVESTMENT ADVISOR | $22,058 | not reported in the loaded dataset | 2023 |