Cynthia Neuendorf signed Reliance First Capital, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Reliance First Capital, LLC's EIN is 26-2261031.
Download the official 2024 Form 5500 (PDF) for Reliance First Capital, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Reliance First Capital, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $41K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
| Name | EIN | Location | Relation |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $25.3M | 92.8% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $7.6M | 27.9% | |
| MYWAYRETIREMENT LARGE CAP GROWTH FD GREAT GRAY · EIN 38-4139869 / PN 647 | Common Collective Trust | — | — | $4.4M | 16.2% | |
| MY WAY RETIREMENT MID CAP GROWTH GREAT GRAY · EIN 38-4139870 / PN 648 | Common Collective Trust | — | — | $1.1M | 4.1% | |
| MYWAYRETIREMENT SMALL CAP GROWTH FD GREAT GRAY · EIN 83-3963451 / PN 650 | Common Collective Trust | — | — | $1.1M | 3.9% | |
| MY WAY RETIREMENT INDEX 2040 R GREAT GRAY · EIN 38-4065295 / PN 379 | Common Collective Trust | — | — | $1.0M | 3.8% | |
| MYWAYRETIREMENT INDEX RETIREMENT R GREAT GRAY · EIN 38-4065298 / PN 382 | Common Collective Trust | — | — | $962K | 3.5% | |
| MYWAYRETIREMENT CORE BOND FUND CL R GREAT GRAY · EIN 38-4139867 / PN 645 | Common Collective Trust | — | — | $921K | 3.4% | |
| MYWAYRETIREMENT INDEX 2055 R GREAT GRAY · EIN 38-4065302 / PN 386 | Common Collective Trust | — | — | $820K | 3.0% | |
| MYWAYRETIREMENT MID CAP VALUE FUND GREAT GRAY · EIN 38-7264528 / PN 691 | Common Collective Trust | — | — | $753K | 2.8% | |
| BLACKROCK EAFE EQUITY INDEX FEE CL GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $746K | 2.7% | |
| MY WAY RETIREMENT INDEX 2045 R GREAT GRAY · EIN 38-4065301 / PN 385 | Common Collective Trust | — | — | $743K | 2.7% | |
| MYWAYRETIREMENT INTERNATIONAL GROWT GREAT GRAY · EIN 38-4139868 / PN 646 | Common Collective Trust | — | — | $741K | 2.7% | |
| MYWAYRETIREMENT LARGE CAP VALUE FD GREAT GRAY · EIN 38-7264527 / PN 690 | Common Collective Trust | — | — | $632K | 2.3% | |
| MY WAY RETIREMENT INDEX 2030 R GREAT GRAY · EIN 38-4065294 / PN 378 | Common Collective Trust | — | — | $622K | 2.3% | |
| MYWAYRETIREMENT INDEX 2050 R GREAT GRAY · EIN 38-4065307 / PN 391 | Common Collective Trust | — | — | $597K | 2.2% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $578K | 2.1% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $480K | 1.8% | |
| MY WAY RETIREMENT INDEX 2035 R GREAT GRAY · EIN 38-4065300 / PN 384 | Common Collective Trust | — | — | $462K | 1.7% | |
| MYWAYRETIREMENT BALANCED FUND CL R GREAT GRAY · EIN 38-4139866 / PN 644 | Common Collective Trust | — | — | $442K | 1.6% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $199K | 0.7% | |
| BLACKROCK US TIPS INDEX GREAT GRAY · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $173K | 0.6% | |
| MYWAYRETIREMENT INTL VALUE FUND CL GREAT GRAY · EIN 38-4126285 / PN 589 | Common Collective Trust | — | — | $87K | 0.3% | |
| MY WAY RETIREMENT INDEX 2060 R GREAT GRAY · EIN 38-4065297 / PN 381 | Common Collective Trust | — | — | $81K | 0.3% | |
| MY WAY RETIREMENT INDEX 2065 GREAT GRAY · EIN 38-4139859 / PN 636 | Common Collective Trust | — | — | $19K | <0.1% | |
| MYWAYRETIREMENT EMERGING MARKETS FD GREAT GRAY · EIN 38-7264529 / PN 692 | Common Collective Trust | — | — | $2K | <0.1% |
| Direct comp |
|---|
| Indirect comp |
|---|
| RAYMOND JAMES & ASSOCIATES INC | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA FIDUCIARY SERVICES INC | — | MELVILLE, NY | CONTRACT ADMIN | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RICHEY MAY & CO LLP | — | ENGLEWOOD, CO | AUDITOR | $11K | — |
| MCGLADREY LLP | — | CHICAGO, IL | AUDITOR | $5K | — |
