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 95-1142616.
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)Reliance, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $275K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Reliance, Inc. 648,334 shares a | Common Stocks | — | — | $174.6M | 10.6% | |
| SP 500 INDEX PL CL E GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $160.5M | 9.7% | |
| Fidelity Freedom® Blend 2030 Commingled Pool Class S 5,949,098 shares a | Common Collective Trusts | — | — | $154.0M | 9.3% | |
| FID FRDM BLND 2030 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $154.0M | 9.3% | |
| JPM LG CP GRTH CF-A JP MORGAN CHASE BANK, N.A. · EIN 45-4173185 / PN 001 | Common Collective Trust | — | — | $153.8M | 9.3% | |
| Fidelity Freedom® Blend 2035 Commingled Pool Class S 3,938,178 shares a | Common Collective Trusts | — | — | $114.2M | 6.9% | |
| FID FRDM BLND 2035 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $114.2M | 6.9% | |
| Fidelity Freedom® Blend 2025 Commingled Pool Class S 4,051,296 shares a | Common Collective Trusts | — | — | $100.4M | 6.1% | |
| FID FRDM BLND 2025 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $100.4M | 6.1% | |
| FID FRDM BLND 2040 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $100.3M | 6.1% | |
| Fidelity Freedom® Blend 2045 Commingled Pool Class S 2,503,947 shares a | Common Collective Trusts | — | — | $77.5M | 4.7% | |
| FID FRDM BLND 2045 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $77.5M | 4.7% | |
| Hartford Small Company HLS Fund Class IA 4,149,614 shares a | Common Stocks | — | — | $73.6M | 4.5% | |
| Fidelity Freedom® Blend 2050 Commingled Pool Class S 2,199,059 shares a | Common Collective Trusts | — | — | $67.0M | 4.1% | |
| FID FRDM BLND 2050 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $67.0M | 4.1% | |
| Gabelli Funds Gabelli US Treasury Money Market Fund a | U.S. Treasuries | — | — | $67.0M | 4.1% | |
| MFS Value Fund Class R6 1,187,194 shares a | Mutual Funds | — | — | $57.4M | 3.5% | |
| Fidelity® Diversified International Commingled Pool Class A 2,496,065 shares a | Common Collective Trusts | — | — | $46.7M | 2.8% | |
| FID DIV INTL PL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 134 | Common Collective Trust | — | — | $46.7M | 2.8% | |
| Fidelity Freedom® Blend 2020 Commingled Pool Class S 1,953,915 shares a | Common Collective Trusts | — | — | $44.7M | 2.7% | |
| FID FRDM BLND 2020 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $44.7M | 2.7% | |
| Fidelity Freedom® Blend 2055 Commingled Pool Class S 1,120,738 shares a | Common Collective Trusts | — | — | $36.7M | 2.2% | |
| FID FRDM BLND 2055 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $36.7M | 2.2% | |
| PIMCO Total Return Institutional Class 3,958,377 shares a | Mutual Funds | — | — | $33.6M | 2.0% | |
| account balance and maturing through * Notes receivable from participants August 2040 — | Other securities | — | — | $30.6M | 1.9% | |
| Fidelity Investments Fidelity Managed Income Portfolio II Class 2 a | Mutual Funds | — | — | $28.1M | 1.7% | |
| MIP II CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $28.1M | 1.7% | |
| Victory Sycamore Small Company Opportunity 513,251 shares a | Common Stocks | — | — | $24.2M | 1.5% | |
| Fidelity Freedom® Blend 2060 Commingled Pool Class S 912,092 shares a | Common Collective Trusts | — | — | $20.0M | 1.2% | |
| FID FRDM BLND 2060 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $20.0M | 1.2% | |
| Fidelity Freedom® Blend 2015 Commingled Pool Class S 632,320 shares a | Common Collective Trusts | — | — | $14.1M | 0.9% | |
| FID FRDM BLND 2015 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $14.1M | 0.9% | |
| Fidelity Investments Fidelity BrokerageLink® a | Mutual Funds | — | — | $12.1M | 0.7% | |
| Spartan Extended Market Index Pool Class E 55,641 shares a | Other securities | — | — | $9.5M | 0.6% | |
| SP EXT MKT IDX CL E GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $9.5M | 0.6% | |
| Fidelity Freedom® Blend 2065 Commingled Pool Class S 562,604 shares a | Common Collective Trusts | — | — | $9.4M | 0.6% | |
| FID FRDM BLND 2065 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $9.4M | 0.6% | |
| Spartan Total International Index Pool Class E 78,641 shares a | Other securities | — | — | $8.5M | 0.5% | |
| SP TTL INTL IDX CL E GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 014 | Common Collective Trust | — | — | $8.5M | 0.5% | |
| Fidelity® U.S. Bond Index Fund 705,358 shares a | Common Collective Trusts | — | — | $7.2M | 0.4% | |
| Fidelity Investments Interest-bearing cash a | Mutual Funds | — | — | $7.2M | 0.4% | |
| Fidelity Freedom® Blend Income Commingled Pool Class S 360,343 shares a | Common Collective Trusts | — | — | $6.1M | 0.4% | |
| FID FRDM BLEND INC S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $6.1M | 0.4% | |
| Fidelity Freedom® Blend 2010 Commingled Pool Class S 260,954 shares a | Common Collective Trusts | — | — | $5.5M | 0.3% | |
| FID FRDM BLND 2010 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $5.5M | 0.3% | |
| BlackRock High Yield Bond Portfolio Institutional Shares 748,155 shares a | Other securities | — | — | $5.3M | 0.3% | |
| DFA Global Real Estate Securities Portfolio 154,012 shares a | Mutual Funds | — | — | $1.6M | <0.1% | |
| Fidelity® Inflation-Protected Bond Index Fund 130,093 shares a | Common Collective Trusts | — | — | $1.2M | <0.1% | |
| Vanguard Total International Bond Index Fund 39,996 shares a | Common Collective Trusts | — | — | $785K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
