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Original filing (PDF)20251013204146NAL0001847313001
RELIANCE RELOCATION SERVICES INC
Form 5500
FILING_RECEIVED
RELIANCE RELOCATION SERVICES INC 401(K) PLAN
401(k) retirement plan
Active participants
86
Accounts w/ balance
121
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
How this plan invests
This plan
34 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 (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RELIANCE RELOCATION SERVICES INC.
Plan sponsor
Name
RELIANCE RELOCATION SERVICES INC
EIN
22-3529526
Address
161 N CLARK ST · SUITE 1250 · CHICAGO, IL · 606013206
Phone
(312) 424-0400
Industry
Real Estatesee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
MANN WEITZ
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
Investments
34 direct securities· $17.7M(100% of reported assets)
Uncategorized
$17.5M
33 holdings
Common Stocks
$132K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID CONTRAFUND | — | 123,930.875 | $1.6M | $2.6M | 14.7% | |
| FID 500 INDEX | — | 10,217.742 | $1.3M | $2.1M | 11.8% | |
| FID FREEDOM 2035 K | — | 101,949.041 | $1.4M | $1.6M | 9.0% | |
| FID FREEDOM 2030 K | — | 85,151.161 | $1.3M | $1.5M | 8.4% | |
| FID MID CAP STOCK | — | 30,016.211 | $1.1M | $1.3M | 7.2% | |
| FID INTL CAP APPREC | — | 28,483.154 | $593K | $784K | 4.4% | |
| FID FREEDOM 2045 K | — | 49,837.033 | $576K | $671K | 3.8% | |
| FID NASDAQ COMP INDX | — | 2,707.934 | $347K | $663K | 3.7% | |
| FID TOTAL MKT IDX | — | 3,925.822 | $335K | $633K | 3.6% | |
| FID STK SEL SM CAP | — | 16,818.984 | $450K | $627K | 3.5% | |
| FID FREEDOM 2020 K | — | 43,373.73 | $589K | $623K | 3.5% | |
| FID INTL INDEX | — | 10,268.843 | $459K | $488K | 2.8% | |
| FID US BOND IDX | — | 43,897.09 | $476K | $449K | 2.5% | |
| FID EQ DIV INCOME | — | 15,564.276 | $399K | $438K | 2.5% | |
| FID FREEDOM 2055 K | — | 20,615.228 | $276K | $326K | 1.8% | |
| FID FREEDOM 2025 K | — | 22,128.126 | $277K | $301K | 1.7% | |
| FID BLUE CHIP GR K | — | 1,309.828 | $230K | $299K | 1.7% | |
| FID FREEDOM 2060 K | — | 19,338.638 | $246K | $280K | 1.6% | |
| FID FREEDOM 2040 K | — | 23,642.066 | $242K | $273K | 1.5% | |
| FID FREEDOM 2050 K | — | 19,334.665 | $226K | $264K | 1.5% | |
| FID GOVT MMKT | — | 226,285.54 | $226K | $226K | 1.3% | |
| FID EXTD MKT IDX | — | 2,271.691 | $155K | $206K | 1.2% | |
| FID TOTAL BOND | — | 18,988.132 | $180K | $178K | 1.0% | |
| FID EMERGING MKTS | — | 4,464.294 | $155K | $170K | 1.0% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $159K | 0.9% | |
| COMMON STOCK | Common Stocks | — | $74K | $132K | 0.7% | |
| FID FREEDOM 2065 K | — | 7,848.841 | $97K | $104K | 0.6% | |
| FID FREEDOM INC K | — | 8,702.447 | $90K | $92K | 0.5% | |
| CASH | — | — | $73K | $73K | 0.4% | |
| FIDELITY FUND | — | — | $41K | $64K | 0.4% | |
| FID FREEDOM 2010 K | — | 2,983.821 | $40K | $42K | 0.2% | |
| CERT. OF DEP. | — | — | $30K | $30K | 0.2% | |
| FID FREEDOM 2015 K | — | 715.301 | $8K | $8K | <0.1% | |
| FID SM CAP IDX | — | 72.151 | $2K | $2K | <0.1% |
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