Vandy Lupton signed Reliance, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Reliance, Inc.'s EIN is 65-1269024.
Download the official 2024 Form 5500 (PDF) for Reliance, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITY NATIONAL BANK | 95-1780067 | — | TRUSTEE | $289K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SPARTAN 500 INDEX GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 001 | Common Collective Trust | — | $14.4M | $14.5M | 22.0% | |
| SPARTAN WORLD MIN VOLATILITY INDEX GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 016 | Common Collective Trust | — | $11.4M | $11.0M | 16.7% | |
| FIAM LONG U.S. TREASURY STRIPS IDX FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 120 | Common Collective Trust | — | $9.5M | $8.4M | 12.9% | |
| FIAM LONG DURATION CIT FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 053 | Common Collective Trust | — | $8.8M | $8.4M | 12.8% | |
| FIAM LONG CORPORATE FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 187 | Common Collective Trust | — | $8.3M | $7.9M | 12.0% | |
| FIAM U.S. REAL ESTATE INVEST TR CIT FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 005 | Common Collective Trust | — | $2.3M | $2.2M | 3.3% | |
| FIAM SMALL/MID CAP OPPORTUNITIES FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 210 | Common Collective Trust | — | $2.1M | $2.0M | 3.0% | |
| FIAM EMERGING MARKETS DEBT FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 022 | Common Collective Trust | — | $2.0M | $2.0M | 3.0% | |
| FIAM SELECT CANADA EQUITY FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 101 | Common Collective Trust | — | $1.7M | $1.7M | 2.6% | |
| FIAM EMERGING MARKETS FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 032 | Common Collective Trust | — | $1.7M | $1.6M | 2.4% | |
| FIAM SELECT EMERGING MARKETS EQUITY FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 100 | Common Collective Trust | — | $1.7M | $1.6M | 2.4% | |
| Fidelity Long-Term Treasury Bond Index Fund 142,605 shares | U.S. Treasuries | — | $1.3M | $1.3M | 2.0% | |
| FIAM SELECT INTERNATIONAL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 021 | Common Collective Trust | — | $837K | $780K | 1.2% | |
| FIAM INTERNATIONAL GROWTH FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 017 | Common Collective Trust | — | $846K | $776K | 1.2% | |
| FIAM SMALL CAP CORE FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 008 | Common Collective Trust | — | $783K | $767K | 1.2% | |
| Fidelity Select Gold Portfolio 19,737 shares | Mutual Funds | — | $545K | $486K | 0.7% | |
| Fidelity Investments Money Market Government Portfolio $ | Mutual Funds | — | $139K | $139K | 0.2% | |
| FIAM International Inflation-Protected Index Commingled Pool - Class A 875 shares | Common Collective Trusts | — | $131K | $131K | 0.2% | |
| FIAM INT INFL PR IDX CP FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 104 | Common Collective Trust | — | — | $131K | 0.2% | |
| FIAM FLOATING RATE HIGH INCOME FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 058 | Common Collective Trust | — | $85K | $85K | 0.1% | |
| Fidelity Capital & Income Fund 6,480 shares | Mutual Funds | — | $67K | $66K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
