Reliance Management, L.L.C.
Plan context: RETIREMENT INCOME SECURITY PLAN-RELIANCE MANAGEMENT, LLC
EIN 86-0725001 • Phoenix, AZ • 22 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$709,021
2024 Contributions
$52,860
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 12 | $709,021 | $52,860 | $4,405iApproximate average salary by contribution assumption: employee only about $110,125 at 4% or $73,417 at 6%; with 50% employer match about $73,417 at 4% or $48,944 at 6%; with 100% employer match about $55,063 at 4% or $36,708 at 6%. |
| RETIREMENT INCOME SECURITY PLAN-RELIANCE MANAGEMENT, LLC | - | 12 | $709,021 | $52,860 | $4,405iApproximate average salary by contribution assumption: employee only about $110,125 at 4% or $73,417 at 6%; with 50% employer match about $73,417 at 4% or $48,944 at 6%; with 100% employer match about $55,063 at 4% or $36,708 at 6%. |
| 2023 | 1 | 12 | $670,954 | $50,708 | $4,226iApproximate average salary by contribution assumption: employee only about $105,642 at 4% or $70,428 at 6%; with 50% employer match about $70,428 at 4% or $46,952 at 6%; with 100% employer match about $52,821 at 4% or $35,214 at 6%. |
| RETIREMENT INCOME SECURITY PLAN-RELIANCE MANAGEMENT, LLC | - | 12 | $670,954 | $50,708 | $4,226iApproximate average salary by contribution assumption: employee only about $105,642 at 4% or $70,428 at 6%; with 50% employer match about $70,428 at 4% or $46,952 at 6%; with 100% employer match about $52,821 at 4% or $35,214 at 6%. |
| 2022 | 1 | 13 | $652,551 | $51,758 | $3,981iApproximate average salary by contribution assumption: employee only about $99,535 at 4% or $66,356 at 6%; with 50% employer match about $66,356 at 4% or $44,238 at 6%; with 100% employer match about $49,767 at 4% or $33,178 at 6%. |
| RETIREMENT INCOME SECURITY PLAN-RELIANCE MANAGEMENT, LLC | - | 13 | $652,551 | $51,758 | $3,981iApproximate average salary by contribution assumption: employee only about $99,535 at 4% or $66,356 at 6%; with 50% employer match about $66,356 at 4% or $44,238 at 6%; with 100% employer match about $49,767 at 4% or $33,178 at 6%. |
| 2021 | 1 | 19 | $947,780 | $141,680 | $7,457iApproximate average salary by contribution assumption: employee only about $186,421 at 4% or $124,281 at 6%; with 50% employer match about $124,281 at 4% or $82,854 at 6%; with 100% employer match about $93,211 at 4% or $62,140 at 6%. |
| RETIREMENT INCOME SECURITY PLAN-RELIANCE MANAGEMENT, LLC | - | 19 | $947,780 | $141,680 | $7,457iApproximate average salary by contribution assumption: employee only about $186,421 at 4% or $124,281 at 6%; with 50% employer match about $124,281 at 4% or $82,854 at 6%; with 100% employer match about $93,211 at 4% or $62,140 at 6%. |
| 2020 | 1 | 23 | $956,091 | $140,307 | $6,100iApproximate average salary by contribution assumption: employee only about $152,508 at 4% or $101,672 at 6%; with 50% employer match about $101,672 at 4% or $67,781 at 6%; with 100% employer match about $76,254 at 4% or $50,836 at 6%. |
| RETIREMENT INCOME SECURITY PLAN-RELIANCE MANAGEMENT, LLC | - | 23 | $956,091 | $140,307 | $6,100iApproximate average salary by contribution assumption: employee only about $152,508 at 4% or $101,672 at 6%; with 50% employer match about $101,672 at 4% or $67,781 at 6%; with 100% employer match about $76,254 at 4% or $50,836 at 6%. |
| 2019 | 1 | 19 | $823,547 | $114,137 | $6,007iApproximate average salary by contribution assumption: employee only about $150,180 at 4% or $100,120 at 6%; with 50% employer match about $100,120 at 4% or $66,747 at 6%; with 100% employer match about $75,090 at 4% or $50,060 at 6%. |
| RETIREMENT INCOME SECURITY PLAN-RELIANCE MANAGEMENT, LLC | - | 19 | $823,547 | $114,137 | $6,007iApproximate average salary by contribution assumption: employee only about $150,180 at 4% or $100,120 at 6%; with 50% employer match about $100,120 at 4% or $66,747 at 6%; with 100% employer match about $75,090 at 4% or $50,060 at 6%. |
| 2018 | 1 | 19 | $755,225 | $99,275 | $5,225iApproximate average salary by contribution assumption: employee only about $130,625 at 4% or $87,083 at 6%; with 50% employer match about $87,083 at 4% or $58,056 at 6%; with 100% employer match about $65,313 at 4% or $43,542 at 6%. |
| RETIREMENT INCOME SECURITY PLAN-RELIANCE MANAGEMENT, LLC | - | 19 | $755,225 | $99,275 | $5,225iApproximate average salary by contribution assumption: employee only about $130,625 at 4% or $87,083 at 6%; with 50% employer match about $87,083 at 4% or $58,056 at 6%; with 100% employer match about $65,313 at 4% or $43,542 at 6%. |
| 2017 | 1 | 15 | $730,750 | $72,370 | $4,825iApproximate average salary by contribution assumption: employee only about $120,617 at 4% or $80,411 at 6%; with 50% employer match about $80,411 at 4% or $53,607 at 6%; with 100% employer match about $60,308 at 4% or $40,206 at 6%. |
| RETIREMENT INCOME SECURITY PLAN-RELIANCE MANAGEMENT, LLC | - | 15 | $730,750 | $72,370 | $4,825iApproximate average salary by contribution assumption: employee only about $120,617 at 4% or $80,411 at 6%; with 50% employer match about $80,411 at 4% or $53,607 at 6%; with 100% employer match about $60,308 at 4% or $40,206 at 6%. |
| 2016 | 1 | 16 | $603,488 | $88,116 | $5,507iApproximate average salary by contribution assumption: employee only about $137,681 at 4% or $91,788 at 6%; with 50% employer match about $91,788 at 4% or $61,192 at 6%; with 100% employer match about $68,841 at 4% or $45,894 at 6%. |
| BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-RELIANCE MANAGEMENT, LLC | - | 16 | $603,488 | $88,116 | $5,507iApproximate average salary by contribution assumption: employee only about $137,681 at 4% or $91,788 at 6%; with 50% employer match about $91,788 at 4% or $61,192 at 6%; with 100% employer match about $68,841 at 4% or $45,894 at 6%. |
| 2015 | 1 | 19 | $574,534 | $83,918 | $4,417iApproximate average salary by contribution assumption: employee only about $110,418 at 4% or $73,612 at 6%; with 50% employer match about $73,612 at 4% or $49,075 at 6%; with 100% employer match about $55,209 at 4% or $36,806 at 6%. |
| BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-RELIANCE MANAGEMENT | - | 19 | $574,534 | $83,918 | $4,417iApproximate average salary by contribution assumption: employee only about $110,418 at 4% or $73,612 at 6%; with 50% employer match about $73,612 at 4% or $49,075 at 6%; with 100% employer match about $55,209 at 4% or $36,806 at 6%. |
| 2014 | 2 | 18 | $509,991 | $77,063 | $4,281iApproximate average salary by contribution assumption: employee only about $107,032 at 4% or $71,355 at 6%; with 50% employer match about $71,355 at 4% or $47,570 at 6%; with 100% employer match about $53,516 at 4% or $35,677 at 6%. |
| BENEFITGUARD RETIREMENT INCOME SECURITY PLAN | - | 18 | $509,991 | $21,835 | $1,213iApproximate average salary by contribution assumption: employee only about $30,326 at 4% or $20,218 at 6%; with 50% employer match about $20,218 at 4% or $13,478 at 6%; with 100% employer match about $15,163 at 4% or $10,109 at 6%. |
| Reliance Management, L.L.C. 401K Plan | - | 0 | $0 | $55,228 | - |
| 2013 | 1 | 16 | $562,494 | $48,545 | $3,034iApproximate average salary by contribution assumption: employee only about $75,852 at 4% or $50,568 at 6%; with 50% employer match about $50,568 at 4% or $33,712 at 6%; with 100% employer match about $37,926 at 4% or $25,284 at 6%. |
| Reliance Management, L.L.C. 401K Plan | - | 16 | $562,494 | $48,545 | $3,034iApproximate average salary by contribution assumption: employee only about $75,852 at 4% or $50,568 at 6%; with 50% employer match about $50,568 at 4% or $33,712 at 6%; with 100% employer match about $37,926 at 4% or $25,284 at 6%. |
| 2012 | 1 | 16 | $468,547 | $42,412 | $2,651iApproximate average salary by contribution assumption: employee only about $66,269 at 4% or $44,179 at 6%; with 50% employer match about $44,179 at 4% or $29,453 at 6%; with 100% employer match about $33,134 at 4% or $22,090 at 6%. |
| Reliance Management, L.L.C. 401K Plan | - | 16 | $468,547 | $42,412 | $2,651iApproximate average salary by contribution assumption: employee only about $66,269 at 4% or $44,179 at 6%; with 50% employer match about $44,179 at 4% or $29,453 at 6%; with 100% employer match about $33,134 at 4% or $22,090 at 6%. |
| 2011 | 1 | 16 | $445,857 | $65,471 | $4,092iApproximate average salary by contribution assumption: employee only about $102,298 at 4% or $68,199 at 6%; with 50% employer match about $68,199 at 4% or $45,466 at 6%; with 100% employer match about $51,149 at 4% or $34,099 at 6%. |
| Reliance Management, L.L.C. 401K Plan | - | 16 | $445,857 | $65,471 | $4,092iApproximate average salary by contribution assumption: employee only about $102,298 at 4% or $68,199 at 6%; with 50% employer match about $68,199 at 4% or $45,466 at 6%; with 100% employer match about $51,149 at 4% or $34,099 at 6%. |
| 2010 | 1 | 20 | $667,929 | $64,367 | $3,218iApproximate average salary by contribution assumption: employee only about $80,459 at 4% or $53,639 at 6%; with 50% employer match about $53,639 at 4% or $35,759 at 6%; with 100% employer match about $40,229 at 4% or $26,820 at 6%. |
| Reliance Management, L.L.C. 401K Plan | - | 20 | $667,929 | $64,367 | $3,218iApproximate average salary by contribution assumption: employee only about $80,459 at 4% or $53,639 at 6%; with 50% employer match about $53,639 at 4% or $35,759 at 6%; with 100% employer match about $40,229 at 4% or $26,820 at 6%. |
| 2009 | 1 | 23 | $561,567 | $79,763 | $3,468iApproximate average salary by contribution assumption: employee only about $86,699 at 4% or $57,799 at 6%; with 50% employer match about $57,799 at 4% or $38,533 at 6%; with 100% employer match about $43,349 at 4% or $28,900 at 6%. |
| Reliance Management, L.L.C. 401K Plan | - | 23 | $561,567 | $79,763 | $3,468iApproximate average salary by contribution assumption: employee only about $86,699 at 4% or $57,799 at 6%; with 50% employer match about $57,799 at 4% or $38,533 at 6%; with 100% employer match about $43,349 at 4% or $28,900 at 6%. |
| 2008 | 1 | 24 | $466,211 | $174,355 | $7,265iApproximate average salary by contribution assumption: employee only about $181,620 at 4% or $121,080 at 6%; with 50% employer match about $121,080 at 4% or $80,720 at 6%; with 100% employer match about $90,810 at 4% or $60,540 at 6%. |
| Reliance Management, L.L.C. 401K Plan | - | 24 | $466,211 | $174,355 | $7,265iApproximate average salary by contribution assumption: employee only about $181,620 at 4% or $121,080 at 6%; with 50% employer match about $121,080 at 4% or $80,720 at 6%; with 100% employer match about $90,810 at 4% or $60,540 at 6%. |
| 2007 | 1 | 21 | $448,172 | $111,867 | $5,327iApproximate average salary by contribution assumption: employee only about $133,175 at 4% or $88,783 at 6%; with 50% employer match about $88,783 at 4% or $59,189 at 6%; with 100% employer match about $66,588 at 4% or $44,392 at 6%. |
| Reliance Management, L.L.C. 401K Plan | - | 21 | $448,172 | $111,867 | $5,327iApproximate average salary by contribution assumption: employee only about $133,175 at 4% or $88,783 at 6%; with 50% employer match about $88,783 at 4% or $59,189 at 6%; with 100% employer match about $66,588 at 4% or $44,392 at 6%. |
| 2006 | 1 | 18 | $324,358 | $89,097 | $4,950iApproximate average salary by contribution assumption: employee only about $123,746 at 4% or $82,497 at 6%; with 50% employer match about $82,497 at 4% or $54,998 at 6%; with 100% employer match about $61,873 at 4% or $41,249 at 6%. |
| Reliance Management, L.L.C. 401K Plan | - | 18 | $324,358 | $89,097 | $4,950iApproximate average salary by contribution assumption: employee only about $123,746 at 4% or $82,497 at 6%; with 50% employer match about $82,497 at 4% or $54,998 at 6%; with 100% employer match about $61,873 at 4% or $41,249 at 6%. |
| 2005 | 1 | 19 | $228,430 | $89,660 | $4,719iApproximate average salary by contribution assumption: employee only about $117,974 at 4% or $78,649 at 6%; with 50% employer match about $78,649 at 4% or $52,433 at 6%; with 100% employer match about $58,987 at 4% or $39,325 at 6%. |
| Reliance Management, L.L.C. 401K Plan | - | 19 | $228,430 | $89,660 | $4,719iApproximate average salary by contribution assumption: employee only about $117,974 at 4% or $78,649 at 6%; with 50% employer match about $78,649 at 4% or $52,433 at 6%; with 100% employer match about $58,987 at 4% or $39,325 at 6%. |
| 2004 | 1 | 19 | $128,225 | $123,922 | $6,522iApproximate average salary by contribution assumption: employee only about $163,055 at 4% or $108,704 at 6%; with 50% employer match about $108,704 at 4% or $72,469 at 6%; with 100% employer match about $81,528 at 4% or $54,352 at 6%. |
| Reliance Management, L.L.C. 401K Plan | - | 19 | $128,225 | $123,922 | $6,522iApproximate average salary by contribution assumption: employee only about $163,055 at 4% or $108,704 at 6%; with 50% employer match about $108,704 at 4% or $72,469 at 6%; with 100% employer match about $81,528 at 4% or $54,352 at 6%. |