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Original filing (PDF)20251014133639NAL0001432003001
RELI GROUP, INC.
Form 5500
FILING_RECEIVED
RELI GROUP 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
481
Accounts w/ balance
348
Plan assets (EOY)
$19.2M
Net assets (EOY)
$19.2M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 58 bps in Schedule C fees — 100% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RELI GROUP, INC..
Plan sponsor
Name
RELI GROUP, INC.
EIN
46-2152555
Address
5520 RESEARCH PARK DRIVE, SUITE 105 · CATONSVILLE, MD · 21228
Phone
(443) 472-7641
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BD & COMPANY, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $108K | — |
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $825 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES,INC. | — | CHICAGO, IL | ADVISOR | $3K | — |
Investments
27 direct securities · 1 pooled fund· $19.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$19.0M
27 holdings
Common Collective Trust
$365K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 2040 Target Retirement Mutual fund | — | — | $3.8M | $3.7M | 19.1% | |
| Vanguard 2035 Target Retirement Mutual fund | — | — | — | $2.3M | 12.2% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $2.2M | 11.2% | |
| Vanguard 2045 Target Retirement Mutual fund | — | — | — | $2.0M | 10.4% | |
| Vanguard 2050 Target Retirement Mutual fund | — | — | — | $2.0M | 10.4% | |
| Vanguard 2030 Target Retirement Mutual fund | — | — | — | $1.5M | 8.1% | |
| Vanguard 2025 Target Retirement Mutual fund | — | — | — | $1.0M | 5.3% | |
| Vanguard 2055 Target Retirement Mutual fund | — | — | — | $707K | 3.7% | |
| Vanguard 2060 Target Retirement Mutual fund | — | — | — | $672K | 3.5% | |
| Fidelity Global Ex US Mutual fund | — | — | — | $467K | 2.4% | |
| Vanguard 2020 Target Retirement Mutual fund | — | — | — | $384K | 2.0% | |
| METLIFE STABLE VALUE FUND SRS 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $365K | 1.9% | |
| Putnam Large Cap Value Fund R6 Mutual fund | — | — | — | $295K | 1.5% | |
| Invesco Discovery Fund R6 Mutual fund | — | — | — | $263K | 1.4% | |
| Fidelity US Bond Index Fund Mutual fund | — | — | — | $228K | 1.2% | |
| JP Morgan Large Cap Growth R6 Mutual fund | — | — | — | $226K | 1.2% | |
| Participant loans * Notes receivable from participants 4.25%-9.5% | — | — | $216K | $216K | 1.1% | |
| MFS International Equity CL R6 Mutual fund | — | — | — | $131K | 0.7% | |
| BLF FEDFUND MONEY MARKET | — | — | $122K | $122K | 0.6% | |
| Fidelity Mid Cap Index Mutual fund | — | — | — | $115K | 0.6% | |
| Federated Hermes Govt Oblg Adv Money Market | — | — | — | $98K | 0.5% | |
| GQG Partners Emrg Mkts EQ INST Mutual fund | — | — | — | $88K | 0.5% | |
| JP Morgan Undisc MGRS CL R6 Mutual fund | — | — | — | $83K | 0.4% | |
| Federated Hermes MDT MID CP R6 Mutual fund ** 691 Cohen & Steers Real EST CL Z Mutual fund | — | — | — | $78K | 0.4% | |
| Vanguard High Yield Corporate Mutual fund | — | — | — | $75K | 0.4% | |
| Metlife Stable Value fund Mutual fund ** 368 American Europacific Growth R6 Mutual fund | — | — | — | $59K | 0.3% | |
| Fidelity Small Cap Index Fund Mutual fund ** 210 Fidelity Inflation Prot BD INX Mutual fund | — | — | — | $23K | 0.1% | |
| Loomis Sayles Global Bond CL N Mutual fund | — | — | — | $7K | <0.1% |