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Original filing (PDF)20250723144924NAL0003596785001
RELIABILITYFIRST CORPORATION
Form 5500
FILING_RECEIVED
RELIABILITYFIRST CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
99
Accounts w/ balance
123
Plan assets (EOY)
$49.8M
Net assets (EOY)
$49.8M
How this plan invests
This plan
15 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RELIABILITYFIRST CORPORATION.
Plan sponsor
Name
RELIABILITYFIRST CORPORATION
EIN
14-1933339
Address
3 SUMMIT PARK DRIVE · SUITE 600 · CLEVELAND, OH · 44131
Phone
(216) 503-0600
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-07-23
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
DOEREN MAYHEW ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Investments
22 direct securities · 15 pooled funds· $65.4M(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
$35.8M
21 holdings
Common Collective Trust
$21.1M
15 holdings
Mutual Funds
$8.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds Balanced R6 | Mutual Funds | — | — | $8.5M | 17.1% | |
| Fidelity 500 Index | — | — | — | $4.7M | 9.4% | |
| T. Rowe Price T. Rowe Price Retirement 2040 K | — | — | — | $4.7M | 9.4% | |
| TRP RETIRE 2040 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $4.7M | 9.4% | |
| T. Rowe Price T. Rowe Price Retirement 2045 K | — | — | — | $4.0M | 8.1% | |
| TRP RETIRE 2045 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $4.0M | 8.1% | |
| Fidelity Contrafund K6 | — | — | — | $3.5M | 7.1% | |
| T. Rowe Price T. Rowe Price Retirement 2050 K | — | — | — | $2.3M | 4.7% | |
| TRP RETIRE 2050 K T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $2.3M | 4.7% | |
| BlackRock Total Return K | — | — | — | $2.3M | 4.6% | |
| T. Rowe Price T. Rowe Price Retirement 2030 K | — | — | — | $1.9M | 3.7% | |
| TRP RETIRE 2030 K T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.9M | 3.7% | |
| JP Morgan JP Morgan Equity Income R6 | — | — | — | $1.8M | 3.7% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $1.7M | 3.5% | |
| T. Rowe Price T. Rowe Price Retirement 2055 K | — | — | — | $1.7M | 3.5% | |
| TRP RETIRE 2055 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $1.7M | 3.5% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $1.4M | 2.8% | |
| Fidelity Government Money Market 1 * Fidelity International Index | — | — | — | $1.3M | 2.6% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.5% | |
| MassMutual Mid Cap Growth I | — | — | — | $1.2M | 2.3% | |
| Principal Small Cap Value II R6 | — | — | — | $1.1M | 2.2% | |
| Fidelity Extended Market Index | — | — | — | $1.1M | 2.2% | |
| Principal Small Cap Growth I R6 | — | — | — | $934K | 1.9% | |
| Fidelity US Bond Index | — | — | — | $751K | 1.5% | |
| T. Rowe Price T. Rowe Price Retirement 2020 K | — | — | — | $719K | 1.4% | |
| TRP RETIRE 2020 K T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $719K | 1.4% | |
| T. Rowe Price T. Rowe Price Retirement 2035 K | — | — | — | $521K | 1.0% | |
| TRP RETIRE 2035 K T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $521K | 1.0% | |
| T. Rowe Price T. Rowe Price Retirement 2025 K | — | — | — | $391K | 0.8% | |
| TRP RETIRE 2025 K T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $391K | 0.8% | |
| T. Rowe Price T. Rowe Price Retirement 2060 K | — | — | — | $361K | 0.7% | |
| TRP RETIRE 2060 K T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $361K | 0.7% | |
| Notes Receivable from Participants Loans to participants, interest rates ranging from 3.25% to 8.50% with various maturities | — | — | — | $351K | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement 2065 K | — | — | — | $117K | 0.2% | |
| TRP RETIRE 2065 K T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $117K | 0.2% | |
| TRP RETIRE 2060 K T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2025 K T. ROWE PRICE TRUST COMPANY · EIN 36-7594874 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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