401k Record

Providers › Reliance Trust Company

Reliance Trust Company

Plans listing this provider

28

0.05% of the 56,420 plans with Schedule H financials; 34 in 2023

Assets of those plans

$3,812,196,723

0.05% of all Schedule H plan assets

Plans where it is the recordkeeper

2

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$199,007

54% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service codeMeaningPlans
19Custodial (securities)15
59Shareholder servicing fees13
21Trustee (bank, trust company or similar)9
50Direct payment from the plan6
15Recordkeeping and information management2
10Accounting (including auditing)1
13Contract administrator1
18Custodial (other than securities)1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Pentegra Defined Contribution Plan for Financial InstitutionsBoard of Directors of Pentegra Defined Contribution Plan $2,261,117,38721,969$49,535
Mayer Electric Supply Co Inc Assoc Capital AccumulrecordkeeperRexel USA $162,759,9321,136$59,027
Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.A. 401(k) PlanStearns Weaver Miller Weissler Alhadeff & Sitterson $136,724,493339$11,470
Gee Automotive Companies 401(k) Retirement PlanrecordkeeperGee Automotive Holdings $109,961,5412,669$0
Fry Communications, Inc. Retirement PlanFry Communications $88,159,200720$0
BBL Companies 401(k) Retirement Savings Plan and TrustBBL Construction Services $87,554,413384$0
Community Health Centers of the Central Coast, Inc. 401(a) Savings PlanCommunity Health Centers of the of the Central Coast $87,212,7621,179$0
Corvias Savings & Retirement PlanCorvias Corporate Services $77,879,8401,174$13,535
Kubicki Draper, P.A. 401(k) PlanKubicki Draper $71,761,637576$8,254
Prime Buchholz LLC 401(k) Profit Sharing PlanPrime Buchholz $70,896,616179$0
Hussey Corporation 401(k) Profit Sharing PlanHussey $59,094,731403$0
Spee Dee Delivery Service, Inc Retirement PlanSpee Dee Delivery Service $52,903,453744$6,185
Skookum 401(k) Retirement PlanSkookum Educational Programs $51,541,2281,685$0
Northwest Primary Care Group, PC 401(k) PlanNorthwest Primary Care Group $48,265,810233$5,728
Napco Security Technologies, Inc. 401(k) Profit Sharing PlanNapco Security Technologies $46,294,554201$6,009
Balise Motor Sales Company 401(k) Retirement PlanBalise Motor Sales $44,938,958701$5,778
Motors & Armatures, Inc. Retirement PlanMotors & Armatures $42,830,612161$5,626
J. D. Byrider 401(k) PlanJ.D. Byrider Systems $41,632,917404$0
The Spinx Company, Inc. 401(k) Retirement Savings PlanSpinx $39,306,0011,185$0
Transportation Research Center Inc. Employees' Retirement Savings Plan and TrustTransportation Research Center $37,810,196403$0
EVI Industries, Inc. 401(k) PlanEVI Industries $37,580,671409$8,853
Pulmonary Physicians of South Florida, Llc,profit Sharing PlanPulmonary Physicians of South Florida $33,250,269206$5,039
Community Bancshares, Inc. Employee Stock Ownership PlanCommunity Bancshares $33,012,971192$8,954
Orange County Bancorp Inc. 401(k)planOrange County Bancorp $31,728,476241$4,976
Thomas Jefferson Foundation, Inc 401(k) PlanThomas Jefferson Foundation $29,186,108432$0

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.