Plan5500

Reliance, Inc. Master 401(K) Plan — Form 5500 plan (Reliance, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Reliance, Inc. Master 401(K) Plan is a benefit plan reported by Reliance, Inc. under EIN 95-1142616 and plan number 003. The latest loaded filing year is 2023. The filing reports 12,916 participants and $1,542,071,031 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Reliance, Inc.
EIN
95-1142616
Plan number
003
Plan type
2
Location
Scottsdale, AZ
Latest filing year
2023
Participants
12,916
End-of-year plan assets
$1,542,071,031

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312,916H, C20240917162753NAL0003096353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,542,071,031
Total liabilities (EOY)
$39,122
Net assets (EOY)
$1,542,031,909
Net assets (BOY)
$1,336,752,479

Income & contributions

Employer contributions
$28,732,576
Participant contributions
$67,298,662
Total contributions
$102,266,284
Total income / additions
$355,118,842

Expenses & distributions

Benefits paid
$149,711,407
Administrative expenses
$107,407
Total expenses
$149,839,412
Net increase / (decrease)
$205,279,430

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$114,520not reported in the loaded dataset2023

Related Form 5500 pages