BETH Dowdell signed Reliabilityfirst Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Reliabilityfirst Corporation's EIN is 14-1933339.
Download the official 2024 Form 5500 (PDF) for Reliabilityfirst Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Reliabilityfirst Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds Balanced R6 | Mutual Funds | — | — | $8.5M | 17.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $4.7M | 9.4% | |
| T. Rowe Price T. Rowe Price Retirement 2040 K | Other securities | — | — | $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 | Other securities | — | — | $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 | Mutual Funds | — | — | $3.5M | 7.1% | |
| T. Rowe Price T. Rowe Price Retirement 2050 K | Other securities | — | — | $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 | Other securities | — | — | $2.3M | 4.6% | |
| T. Rowe Price T. Rowe Price Retirement 2030 K | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Mutual Funds | — | — | $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 | Other securities | — | — | $1.2M | 2.3% | |
| Principal Small Cap Value II R6 | Other securities | — | — | $1.1M | 2.2% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $1.1M | 2.2% | |
| Principal Small Cap Growth I R6 | Other securities | — | — | $934K | 1.9% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $751K | 1.5% | |
| T. Rowe Price T. Rowe Price Retirement 2020 K | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Bonds / Notes | — | — | $351K | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement 2065 K | Other securities | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
