Ross Klein signed Reliable Carriers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Reliable Carriers, Inc.'s EIN is 38-2534918.
Download the official 2024 Form 5500 (PDF) for Reliable Carriers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Reliable Carriers, Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | 59-1237041 | — | ADVISOR | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD VANG 500 INDEX ADM | Common Collective Trusts | — | — | $2.4M | 18.3% | |
| DE IVY MID CAP | Other securities | — | — | $1.9M | 14.9% | |
| HARBOR CAP APPR INST | Other securities | — | — | $1.4M | 10.6% | |
| PRMCP ODYSSEY PRMCP ODYSSEY ST OCK | Other securities | — | — | $1.2M | 9.1% | |
| MFS INT L INT R VALUE | Mutual Funds | — | — | $825K | 6.3% | |
| DFA US SM CAP | Mutual Funds | — | — | $771K | 5.9% | |
| AF EUROPAC GROWT H R6 | Other securities | — | — | $676K | 5.2% | |
| MET WEST MET WEST T OT RT N BD | Other securities | — | — | $610K | 4.7% | |
| VANGUARD VANG SMCP GR IDX ADM | Common Collective Trusts | — | — | $544K | 4.2% | |
| FIDELIT Y FID FREEDOM 2030 K6 | Mutual Funds | — | — | $408K | 3.1% | |
| FIDELIT Y FID FREEDOM 2035 K6 | Mutual Funds | — | — | $403K | 3.1% | |
| FIDELIT Y FID FREEDOM 2020 K6 | Mutual Funds | — | — | $354K | 2.7% | |
| FIDELIT Y FID FREEDOM 2040 K6 | Mutual Funds | — | — | $222K | 1.7% | |
| COL CONT RAN CORE | Other securities | — | — | $192K | 1.5% | |
| DODGE & COX DODGE & COX ST OCK I | Mutual Funds | — | — | $144K | 1.1% | |
| FIDELIT Y FID FREEDOM 2025 K6 | Mutual Funds | — | — | $134K | 1.0% | |
| VANGUARD VANG ST INV GR ADM | Mutual Funds | — | — | $123K | 0.9% | |
| AF NEW WORLD R6 | Other securities | — | — | $111K | 0.9% | |
| VANGUARD VANG MDCPVAL IDX ADM | Common Collective Trusts | — | — | $106K | 0.8% | |
| INVESCO INVS REAL EST AT E | Mutual Funds | — | — | $93K | 0.7% | |
| Participants Loans 4.25% - 9.50% | Bonds / Notes | — | — | $92K | 0.7% | |
| MM INFL PRO & INC | Common Stocks | — | — | $77K | 0.6% | |
| FIDELIT Y FID FREEDOM 2050 K6 | Mutual Funds | — | — | $75K | 0.6% | |
| VANGUARD VANG HIGH YIELD CORP ADM | Mutual Funds | — | — | $57K | 0.4% | |
| FIDELIT Y FID FREEDOM 2065 K6 | Mutual Funds | — | — | $51K | 0.4% | |
| FIDELIT Y MONEY MARKET FUND | Cash / Money Market | — | — | $34K | 0.3% | |
| FIDELIT Y FID FREEDOM 2055 K6 | Mutual Funds | — | — | $23K | 0.2% | |
| FIDELIT Y FID FREEDOM 2045 K6 | Mutual Funds | — | — | $18K | 0.1% | |
| DODGE & COX DODGE & COX INCOME I | Mutual Funds | — | — | $12K | <0.1% | |
| FIDELIT Y FID FREEDOM 2060 K6 | Mutual Funds | — | — | $9K | <0.1% | |
| FIDELIT Y FID FREEDOM INC K6 | Mutual Funds | — | — | $6K | <0.1% | |
| FIDELIT Y FID FREEDOM 2010 K6 ** 627 * FIDELIT Y FID FREEDOM 2015 K6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
