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Original filing (PDF)20251015150032NAL0009904658001
RELIANT HOLDINGS, LTD.
Form 5500
FILING_RECEIVED
RELIANT HOLDINGS, LTD. 401(K) PLAN
401(k) retirement plan
Signals · 1
86% in single holding
Active participants
374
Accounts w/ balance
273
Plan assets (EOY)
$18.0M
Net assets (EOY)
$18.0M
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Great-West Life & Annuity Co Mutual Funds" is 86% of plan.
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RELIANT HOLDINGS, LTD..
Plan sponsor
Name
RELIANT HOLDINGS, LTD.
EIN
75-2230373
Address
PO BOX 981 · PAMPA, TX · 79066
Phone
(432) 617-4250
Industry
Utilitiessee 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
2025-10-15
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
C. MARCO MARTIN, CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $51K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $24K | — |
| KESTRA INVESTMENT SERVICES | — | AUSTIN, TX | BROKER/ ADVISOR | — | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENTPLANS.COM | — | ADDISON, TX | CONTRACT ADMIN | $1K | — |
Investments
3 direct securities· $18.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Great-West Life & Annuity Co Mutual Funds | — | — | $11.8M | $15.4M | 85.6% | |
| Great-West Life & Annuity Co General Accounts | — | — | $1.1M | $2.2M | 12.1% | |
| Participant Loans Int Rate 5.25%-10.5% | — | — | $283K | $410K | 2.3% |
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