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Original filing (PDF)20251007090507NAL0004359569001
RELIANCE PARTNERS, LLC
Form 5500
FILING_RECEIVED
RELIANCE PARTNERS, LLC
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
230
Accounts w/ balance
180
Plan assets (EOY)
$9.6M
Net assets (EOY)
$9.6M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RELIANCE PARTNERS, LLC.
Plan sponsor
Name
RELIANCE PARTNERS, LLC
EIN
26-4244586
Address
555 WALNUT STREET · SUITE 400 · CHATTANOOGA, TN · 37415
Phone
(877) 668-1704
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
JASON UNDERWOOD CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | — | CHICAGO, IL | THIRD PARTY ADMINISTRATO | $0 | — |
Investments
34 direct securities· $9.6M(100% of reported assets)
Uncategorized
$9.1M
32 holdings
Pooled Separate Accounts
$497K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Voya Index Solution 2055 Portfolio Z | — | — | — | $2.2M | 22.5% | |
| Voya Index Solution 2035 Portfolio Z | — | — | — | $1.0M | 10.8% | |
| Voya Index Solution 2045 Portfolio Z | — | — | — | $903K | 9.4% | |
| Voya American Funds 500 Index Adm | — | — | — | $833K | 8.7% | |
| Voya Index Solution 2040 Portfolio Z | — | — | — | $761K | 7.9% | |
| Voya Index Solution 2060 Portfolio Z | — | — | — | $702K | 7.3% | |
| Voya Index Solution 2050 Portfolio Z | — | — | — | $538K | 5.6% | |
| Voya American Funds AMCAP R6 | — | — | — | $431K | 4.5% | |
| s * Voya Gov Money Market Fund A ** $3 * Voya Vanguard Mid-Cap Index Adm | Pooled Separate Accounts | — | — | $355K | 3.7% | |
| Voya Intermediate Bond R6 | — | — | — | $231K | 2.4% | |
| Voya Vanguard Small-Cap Index Adm | — | — | — | $218K | 2.3% | |
| Voya American Funds Washington Mutual Inv R6 | — | — | — | $177K | 1.8% | |
| s - continued * Voya Vanguard Total International Stock Index Adm | Pooled Separate Accounts | — | — | $142K | 1.5% | |
| Voya Index Solution 2025 Portfolio Z | — | — | — | $127K | 1.3% | |
| Voya Ivy Investments Science and Technology N | — | — | — | $121K | 1.3% | |
| Voya Index Solution 2030 Portfolio Z | — | — | — | $94K | 1.0% | |
| Voya American Funds New Perspective R6 | — | — | — | $88K | 0.9% | |
| Voya Index Solution Income Portfolio Z | — | — | — | $85K | 0.9% | |
| Voya American Funds Fundamental Inv R6 | — | — | — | $71K | 0.7% | |
| Voya American Funds EuroPacific R6 | — | — | — | $70K | 0.7% | |
| Fully Benefit-Responsive Investment Contracts * Voya Fixed Account | — | — | — | $63K | 0.7% | |
| Voya DFA U.S. Targeted Value Portfolio Inst | — | — | — | $58K | 0.6% | |
| Voya Index Solution 2065 Portfolio Z | — | — | — | $58K | 0.6% | |
| Voya DFA Global Real Estate Securities Portfolio Inst | — | — | — | $52K | 0.5% | |
| Voya Mid Cap Opportunities Portfolio R | — | — | — | $48K | 0.5% | |
| Voya PGIM Quant Solutions Mid Cap Value R6 | — | — | — | $37K | 0.4% | |
| Voya Vanguard Emerging Markets Stock Index Adm | — | — | — | $32K | 0.3% | |
| Voya PIMCO Income Inst | — | — | — | $26K | 0.3% | |
| Voya Vanguard Balanced Index Adm | — | — | — | $20K | 0.2% | |
| Voya PGIM High Yield R6 | — | — | — | $17K | 0.2% | |
| Voya AllianceBernstein Global Bond Fund Z | — | — | — | $10K | 0.1% | |
| Voya DFA Inflation-Protected Securities Portfolio Inst | — | — | — | $10K | 0.1% | |
| Voya Vanguard Energy Adm | — | — | — | $9K | <0.1% | |
| Voya Carillon Eagle Small Cap Growth R6 | — | — | — | $4K | <0.1% |