Ashley DUNN signed RELI Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RELI Group, Inc.'s EIN is 46-2152555.
Download the official 2024 Form 5500 (PDF) for RELI Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RELI Group, Inc.'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $108K | — |
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $825 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES,INC. | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CHICAGO, IL |
| ADVISOR |
| $3K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 2040 Target Retirement Mutual fund | Mutual Funds | — | — | $3.7M | 19.1% | |
| Vanguard 2035 Target Retirement Mutual fund | Mutual Funds | — | — | $2.3M | 12.2% | |
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $2.2M | 11.2% | |
| Vanguard 2045 Target Retirement Mutual fund | Mutual Funds | — | — | $2.0M | 10.4% | |
| Vanguard 2050 Target Retirement Mutual fund | Mutual Funds | — | — | $2.0M | 10.4% | |
| Vanguard 2030 Target Retirement Mutual fund | Mutual Funds | — | — | $1.5M | 8.1% | |
| Vanguard 2025 Target Retirement Mutual fund | Mutual Funds | — | — | $1.0M | 5.3% | |
| Vanguard 2055 Target Retirement Mutual fund | Mutual Funds | — | — | $707K | 3.7% | |
| Vanguard 2060 Target Retirement Mutual fund | Mutual Funds | — | — | $672K | 3.5% | |
| Fidelity Global Ex US Mutual fund | Mutual Funds | — | — | $467K | 2.4% | |
| Vanguard 2020 Target Retirement Mutual fund | Mutual Funds | — | — | $384K | 2.0% | |
| METLIFE STABLE VALUE FUND SRS 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $365K | 1.9% | |
| Putnam Large Cap Value Fund R6 Mutual fund | Mutual Funds | — | — | $295K | 1.5% | |
| Invesco Discovery Fund R6 Mutual fund | Mutual Funds | — | — | $263K | 1.4% | |
| Fidelity US Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $228K | 1.2% | |
| JP Morgan Large Cap Growth R6 Mutual fund | Other securities | — | — | $226K | 1.2% | |
| Participant loans * Notes receivable from participants 4.25%-9.5% | Bonds / Notes | — | — | $216K | 1.1% | |
| MFS International Equity CL R6 Mutual fund | Mutual Funds | — | — | $131K | 0.7% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $122K | $122K | 0.6% | |
| Fidelity Mid Cap Index Mutual fund | Mutual Funds | — | — | $115K | 0.6% | |
| Federated Hermes Govt Oblg Adv Money Market | Cash / Money Market | — | — | $98K | 0.5% | |
| GQG Partners Emrg Mkts EQ INST Mutual fund | Other securities | — | — | $88K | 0.5% | |
| JP Morgan Undisc MGRS CL R6 Mutual fund | Other securities | — | — | $83K | 0.4% | |
| Federated Hermes MDT MID CP R6 Mutual fund ** 691 Cohen & Steers Real EST CL Z Mutual fund | Other securities | — | — | $78K | 0.4% | |
| Vanguard High Yield Corporate Mutual fund | Mutual Funds | — | — | $75K | 0.4% | |
| Metlife Stable Value fund Mutual fund ** 368 American Europacific Growth R6 Mutual fund | Stable Value | — | — | $59K | 0.3% | |
| Fidelity Small Cap Index Fund Mutual fund ** 210 Fidelity Inflation Prot BD INX Mutual fund | Common Collective Trusts | — | — | $23K | 0.1% | |
| Loomis Sayles Global Bond CL N Mutual fund | Other securities | — | — | $7K | <0.1% |
