How big is Reliant Group Management, LLC's plan?

Reliant Group Management, LLC's plan reported $6.5M in assets and 40 participants for 2024.

Original filing (PDF)20251010150445NAL0007913921001

Reliant Group Management, LLC

Name: Reliant Group Management, LLC — Reliant Group 401(k), Form 5500 (2024)
Creator: Reliant Group Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Reliant Group 401(k) Plan

401(k) retirement plan · Reliant Group Management, LLC's Reliant Group 401(k) Plan held $6.5M in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

People on this filing

Katherine Whipple signed Reliant Group Management, LLC's 2024 Form 5500 as plan administrator.

Katherine Whipple — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Reliant Group Management, LLC's EIN is 47-2854350.

EIN 47-2854350

Plan number 003

Plan year 2024

ACK ID 20251010150445NAL0007913921001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Reliant Group Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Reliant Group Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RELIANT GROUP MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

RELIANT GROUP MANAGEMENT, LLC

EIN

all filings

Address

601 CALIFORNIA STREET · SUITE 1150 · SAN FRANCISCO, CA · 94108

Phone

(415) 788-0700

Industry

Real Estate

Plan administrator