Back to filter
Original filing (PDF)20250606080451NAL0012176529001
SELF-RELIANCE, INC.
Form 5500-SF
FILING_RECEIVED
SELF-RELIANCE 401(K) PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
5
Plan assets (EOY)
$206K
Net assets (EOY)
$206K
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 50% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SELF-RELIANCE, INC..
Plan sponsor
Name
SELF-RELIANCE, INC.
EIN
59-1855782
Address
8901 N. ARMENIA AVE. · TAMPA, FL · 33604
Phone
(813) 375-3965
Industry
Other Services (ex. Public Admin)see 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
2025-06-06
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
BUSINESSES ENDING SLAVERY AND TRAFFICKING
BEST 401(K) PLAN
$205K · 10 participants
THE ATLAS 400
THE ATLAS 400 401K
$206K · 2 participants
ARIZONA COUNCIL OF HUMAN SERVICE PROVIDERS
AZCHSP RETIREMENT PLAN
$205K · 7 participants
JEWISH KIDS GROUPS FOUNDATION IN
JEWISH KIDS GROUPS FOUNDATION INC 401K
$205K · 11 participants
AL-FURQAAN FOUNDATION
AL-FURQAAN FOUNDATION 401(K) PLAN
$205K · 111 participants
ROMAN CATHOLIC COMMUNICATIONS CORP
TAX DEFERRED ANNUITY PLAN OF ROMAN CATHOLIC COMMUNICATIONS CORP (AKA) CATHOLIC TELEVISION NETWORK
$206K · 3 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants