Mandy Lackner Grosse signed Reliance Relocation Services Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Reliance Relocation Services Inc.'s EIN is 22-3529526.
Download the official 2024 Form 5500 (PDF) for Reliance Relocation Services Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Reliance Relocation Services Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA), a 401(k) feature, a self-directed brokerage window.
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 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID CONTRAFUND | Mutual Funds | — | $1.6M | $2.6M | 14.7% | |
| FID 500 INDEX | Common Collective Trusts | — | $1.3M | $2.1M | 11.8% | |
| FID FREEDOM 2035 K | Mutual Funds | — | $1.4M | $1.6M | 9.0% | |
| FID FREEDOM 2030 K | Mutual Funds | — | $1.3M | $1.5M | 8.4% | |
| FID MID CAP STOCK | Mutual Funds | — | $1.1M | $1.3M | 7.2% | |
| FID INTL CAP APPREC | Mutual Funds | — | $593K | $784K | 4.4% | |
| FID FREEDOM 2045 K | Mutual Funds | — | $576K | $671K | 3.8% | |
| FID NASDAQ COMP INDX | Mutual Funds | — | $347K | $663K | 3.7% | |
| FID TOTAL MKT IDX | Common Collective Trusts | — | $335K | $633K | 3.6% | |
| FID STK SEL SM CAP | Mutual Funds | — | $450K | $627K | 3.5% | |
| FID FREEDOM 2020 K | Mutual Funds | — | $589K | $623K | 3.5% | |
| FID INTL INDEX | Mutual Funds | — | $459K | $488K | 2.8% | |
| FID US BOND IDX | Common Collective Trusts | — | $476K | $449K | 2.5% | |
| FID EQ DIV INCOME | Mutual Funds | — | $399K | $438K | 2.5% | |
| FID FREEDOM 2055 K | Mutual Funds | — | $276K | $326K | 1.8% | |
| FID FREEDOM 2025 K | Mutual Funds | — | $277K | $301K | 1.7% | |
| FID BLUE CHIP GR K | Mutual Funds | — | $230K | $299K | 1.7% | |
| FID FREEDOM 2060 K | Mutual Funds | — | $246K | $280K | 1.6% | |
| FID FREEDOM 2040 K | Mutual Funds | — | $242K | $273K | 1.5% | |
| FID FREEDOM 2050 K | Mutual Funds | — | $226K | $264K | 1.5% | |
| FID GOVT MMKT | Mutual Funds | — | $226K | $226K | 1.3% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | $155K | $206K | 1.2% | |
| FID TOTAL BOND | Mutual Funds | — | $180K | $178K | 1.0% | |
| FID EMERGING MKTS | Mutual Funds | — | $155K | $170K | 1.0% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $159K | 0.9% | |
| COMMON STOCK | Common Stocks | — | $74K | $132K | 0.7% | |
| FID FREEDOM 2065 K | Mutual Funds | — | $97K | $104K | 0.6% | |
| FID FREEDOM INC K | Mutual Funds | — | $90K | $92K | 0.5% | |
| CASH | Cash / Money Market | — | $73K | $73K | 0.4% | |
| FIDELITY FUND | Mutual Funds | — | $41K | $64K | 0.4% | |
| FID FREEDOM 2010 K | Mutual Funds | — | $40K | $42K | 0.2% | |
| CERT. OF DEP. | Other securities | — | $30K | $30K | 0.2% | |
| FID FREEDOM 2015 K | Mutual Funds | — | $8K | $8K | <0.1% | |
| FID SM CAP IDX | Common Collective Trusts | — | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
