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Original filing (PDF)20251015160635NAL0010207538001
RELIANCE TEST & TECHNOLOGY, LLC
Form 5500
FILING_RECEIVED
RELIANCE TEST & TECHNOLOGY, LLC 401(K) PLAN
401(k) retirement plan
Active participants
1,044
Accounts w/ balance
1,078
Plan assets (EOY)
$105.6M
Net assets (EOY)
$105.6M
How this plan invests
This plan
1 pooled trust
Schedule D
16 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RELIANCE TEST & TECHNOLOGY, LLC.
Plan sponsor
Name
RELIANCE TEST & TECHNOLOGY, LLC
EIN
47-4732425
Address
4050 S. FERDON RD · CRESTVIEW, FL · 32536
Phone
(850) 882-2297
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $97K | — |
Investments
15 direct securities · 1 pooled fund· $104.3M(99% of reported assets)
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.
Uncategorized
$72.0M
14 holdings
Common Collective Trust
$21.5M
1 holding
Mutual Funds
$10.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $21.5M | 20.4% | |
| Punam T ROWE PRICE BLUE CHIP GROWTH TR T6 | — | — | — | $15.0M | 14.2% | |
| Vanguard INSTITUTIONAL INDEX FUND | Mutual Funds | — | — | $10.8M | 10.2% | |
| Punam PUTNAM LARGE CAP VALUE Y | — | — | — | $9.0M | 8.5% | |
| Fiam CORE PLUS COMMINGLED POOL CLASS I | — | — | — | $7.7M | 7.3% | |
| Collective Trust Great Gray Trust GREAT GRAY TRUST EUROPACIFIC GROWTH CT | — | — | — | $5.9M | 5.6% | |
| MFS MID CAP VALUE FUND CT | — | — | — | $4.7M | 4.5% | |
| Vanguard MID CAP INDEX ADM | — | — | — | $4.7M | 4.5% | |
| Fidelity TOTAL BOND K6 J.P. Morgan JPMORGAN MID CAP GROWTH R6 | — | — | — | $4.7M | 4.4% | |
| T. Rowe Price T. ROWE PRICE INTEGRATED US SM GR EQ I | — | — | — | $4.5M | 4.2% | |
| Pimco DIVERSIFIED INC INSTL | — | — | — | $4.3M | 4.1% | |
| Vanguard SMALL CAP INDEX FUND - ADMIRAL | — | — | — | $3.6M | 3.5% | |
| Allspring SPECIAL SMALL CAP VALUE INST | — | — | — | $3.6M | 3.4% | |
| MFS International MFS INTERNATIONAL NEW DISCOVERY R4 | — | — | — | $2.1M | 2.0% | |
| Self-Directed Brokerage Account Schwab SDB | — | — | — | $1.6M | 1.5% | |
| Vanguard TOTAL INTL STOCK INDEX ADMIRAL | — | — | — | $617K | 0.6% |
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