Back to filter
Original filing (PDF)20251007095606NAL0002362819005
RELIANCE TRUST COMPANY
Form 5500
FILING_RECEIVED
RELIANCE TRUST INSTITUTIONAL RETIREMENT TRUST SERIES THIRTY
Employee benefit plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$76.2M
Net assets (EOY)
$76.1M
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RELIANCE TRUST COMPANY.
Plan sponsor
Name
RELIANCE TRUST COMPANY
EIN
85-6426434
Address
201 17TH ST NW, SUITE 1000 · ATLANTA, GA · 30363
Phone
(678) 274-1609
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
030
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Finance & Insurance plans
EPS NASS PARENT, INC.
VOLTYX 401(K) PLAN
$76.3M · 820 participants
ARGENT FINANCIAL GROUP, INC.
ARGENT FINANCIAL GROUP 401(K) PLAN
$76.0M · 505 participants
ORBIMED ADVISORS, L.L.C.
ORBIMED ADVISORS, L.L.C. 401(K) RETIREMENT PLAN
$76.4M · 87 participants
POLEN CAPITAL MANAGEMENT, L.L.C.
POLEN CAPITAL MANAGEMENT, L. L. C. 401(K) PLAN
$76.4M · 220 participants
PLAN FIDUCIARY SERVICES, INC.
ENTERPRISE SELECT POOLED EMPLOYER PLAN
$76.5M · 3,880 participants
ALLWORTH FINANCIAL, LP
ALLWORTH FINANCIAL 401(K) PLAN
$76.7M · 517 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants