Plans listing this provider
28
0.05% of the 56,420 plans with Schedule H financials; 34 in 2023
Providers › 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.
| Service code | Meaning | Plans |
|---|---|---|
| 19 | Custodial (securities) | 15 |
| 59 | Shareholder servicing fees | 13 |
| 21 | Trustee (bank, trust company or similar) | 9 |
| 50 | Direct payment from the plan | 6 |
| 15 | Recordkeeping and information management | 2 |
| 10 | Accounting (including auditing) | 1 |
| 13 | Contract administrator | 1 |
| 18 | Custodial (other than securities) | 1 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Pentegra Defined Contribution Plan for Financial Institutions | Board of Directors of Pentegra Defined Contribution Plan | $2,261,117,387 | 21,969 | $49,535 |
| Mayer Electric Supply Co Inc Assoc Capital Accumulrecordkeeper | Rexel USA | $162,759,932 | 1,136 | $59,027 |
| Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.A. 401(k) Plan | Stearns Weaver Miller Weissler Alhadeff & Sitterson | $136,724,493 | 339 | $11,470 |
| Gee Automotive Companies 401(k) Retirement Planrecordkeeper | Gee Automotive Holdings | $109,961,541 | 2,669 | $0 |
| Fry Communications, Inc. Retirement Plan | Fry Communications | $88,159,200 | 720 | $0 |
| BBL Companies 401(k) Retirement Savings Plan and Trust | BBL Construction Services | $87,554,413 | 384 | $0 |
| Community Health Centers of the Central Coast, Inc. 401(a) Savings Plan | Community Health Centers of the of the Central Coast | $87,212,762 | 1,179 | $0 |
| Corvias Savings & Retirement Plan | Corvias Corporate Services | $77,879,840 | 1,174 | $13,535 |
| Kubicki Draper, P.A. 401(k) Plan | Kubicki Draper | $71,761,637 | 576 | $8,254 |
| Prime Buchholz LLC 401(k) Profit Sharing Plan | Prime Buchholz | $70,896,616 | 179 | $0 |
| Hussey Corporation 401(k) Profit Sharing Plan | Hussey | $59,094,731 | 403 | $0 |
| Spee Dee Delivery Service, Inc Retirement Plan | Spee Dee Delivery Service | $52,903,453 | 744 | $6,185 |
| Skookum 401(k) Retirement Plan | Skookum Educational Programs | $51,541,228 | 1,685 | $0 |
| Northwest Primary Care Group, PC 401(k) Plan | Northwest Primary Care Group | $48,265,810 | 233 | $5,728 |
| Napco Security Technologies, Inc. 401(k) Profit Sharing Plan | Napco Security Technologies | $46,294,554 | 201 | $6,009 |
| Balise Motor Sales Company 401(k) Retirement Plan | Balise Motor Sales | $44,938,958 | 701 | $5,778 |
| Motors & Armatures, Inc. Retirement Plan | Motors & Armatures | $42,830,612 | 161 | $5,626 |
| J. D. Byrider 401(k) Plan | J.D. Byrider Systems | $41,632,917 | 404 | $0 |
| The Spinx Company, Inc. 401(k) Retirement Savings Plan | Spinx | $39,306,001 | 1,185 | $0 |
| Transportation Research Center Inc. Employees' Retirement Savings Plan and Trust | Transportation Research Center | $37,810,196 | 403 | $0 |
| EVI Industries, Inc. 401(k) Plan | EVI Industries | $37,580,671 | 409 | $8,853 |
| Pulmonary Physicians of South Florida, Llc,profit Sharing Plan | Pulmonary Physicians of South Florida | $33,250,269 | 206 | $5,039 |
| Community Bancshares, Inc. Employee Stock Ownership Plan | Community Bancshares | $33,012,971 | 192 | $8,954 |
| Orange County Bancorp Inc. 401(k)plan | Orange County Bancorp | $31,728,476 | 241 | $4,976 |
| Thomas Jefferson Foundation, Inc 401(k) Plan | Thomas Jefferson Foundation | $29,186,108 | 432 | $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.