Valorie Gricius signed Reliance TEST & Technology, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Reliance TEST & Technology, LLC's EIN is 47-4732425.
Download the official 2024 Form 5500 (PDF) for Reliance TEST & Technology, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Reliance TEST & Technology, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $97K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 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 | Mutual Funds | — | — | $15.0M | 14.2% | |
| Vanguard INSTITUTIONAL INDEX FUND | Mutual Funds | — | — | $10.8M | 10.2% | |
| Punam PUTNAM LARGE CAP VALUE Y | Mutual Funds | — | — | $9.0M | 8.5% | |
| Fiam CORE PLUS COMMINGLED POOL CLASS I | Common Collective Trusts | — | — | $7.7M | 7.3% | |
| Collective Trust Great Gray Trust GREAT GRAY TRUST EUROPACIFIC GROWTH CT | Common Collective Trusts | — | — | $5.9M | 5.6% | |
| MFS MID CAP VALUE FUND CT | Mutual Funds | — | — | $4.7M | 4.5% | |
| Vanguard MID CAP INDEX ADM | Mutual Funds | — | — | $4.7M | 4.5% | |
| Fidelity TOTAL BOND K6 J.P. Morgan JPMORGAN MID CAP GROWTH R6 | Mutual Funds | — | — | $4.7M | 4.4% | |
| T. Rowe Price T. ROWE PRICE INTEGRATED US SM GR EQ I | Other securities | — | — | $4.5M | 4.2% | |
| Pimco DIVERSIFIED INC INSTL | Mutual Funds | — | — | $4.3M | 4.1% | |
| Vanguard SMALL CAP INDEX FUND - ADMIRAL | Common Collective Trusts | — | — | $3.6M | 3.5% | |
| Allspring SPECIAL SMALL CAP VALUE INST | Other securities | — | — | $3.6M | 3.4% | |
| MFS International MFS INTERNATIONAL NEW DISCOVERY R4 | Mutual Funds | — | — | $2.1M | 2.0% | |
| Self-Directed Brokerage Account Schwab SDB | Self-Directed Brokerage | — | — | $1.6M | 1.5% | |
| Vanguard TOTAL INTL STOCK INDEX ADMIRAL | Mutual Funds | — | — | $617K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
