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Filters:EIN 467425989 Clear all

Companies

companyReliance Trust Company
$193.6Mreported plan assets
EIN: 46-7425989Location: GAPlans: 5Latest: 2023
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Plans

planReliance Trust Institutional Retirement Trust, Series FourFinancial statement2023 filing
$94.8Mreported assets (EOY)
Sponsor: Reliance Trust CompanyEIN: 46-7425989Plan: 004Participants: not reported in the loaded datasetAssets: $94,812,258Net assets: $90MLocation: Atlanta, GALatest: 2023
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planReliance Trust Institutional Retirement Trust, Series Eight (Brookfield)Financial statement2023 filing
$63.8Mreported assets (EOY)
Sponsor: Reliance Trust CompanyEIN: 46-7425989Plan: 008Participants: not reported in the loaded datasetAssets: $63,837,618Net assets: $63.7MLocation: Atlanta, GALatest: 2023
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planReliance Trust Institutional Retirement Trust, Series SevenFinancial statement2023 filing
$26.7Mreported assets (EOY)
Sponsor: Reliance Trust CompanyEIN: 46-7425989Plan: 007Participants: not reported in the loaded datasetAssets: $26,730,557Net assets: $26.6MLocation: Atlanta, GALatest: 2023
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planReliance Trust Institutional Retirement Trust, Series Twenty FourFinancial statement2023 filing
$7.6Mreported assets (EOY)
Sponsor: Reliance Trust CompanyEIN: 46-7425989Plan: 024Participants: not reported in the loaded datasetAssets: $7,562,667Net assets: $7.5MLocation: Atlanta, GALatest: 2023
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planReliance Trust Institutional Retirement Trust, Series Twenty-ThreeFinancial statement2023 filing
$650.4Kreported assets (EOY)
Sponsor: Reliance Trust CompanyEIN: 46-7425989Plan: 023Participants: not reported in the loaded datasetAssets: $650,373Net assets: $641.2KLocation: Atlanta, GALatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Reliance Trust Institutional Retirement Trust, Series Four
Sponsor: Reliance Trust CompanyEIN: 46-7425989Plan: 004Ack ID: 20241015144127NAL0048454512002
filing2023 Form 5500 — Reliance Trust Institutional Retirement Trust, Series Seven
Sponsor: Reliance Trust CompanyEIN: 46-7425989Plan: 007Ack ID: 20241015144127NAL0048454512004
filing2023 Form 5500 — Reliance Trust Institutional Retirement Trust, Series Eight (Brookfield)
Sponsor: Reliance Trust CompanyEIN: 46-7425989Plan: 008Ack ID: 20241015143700NAL0014859123004
filing2023 Form 5500 — Reliance Trust Institutional Retirement Trust, Series Twenty-Three
Sponsor: Reliance Trust CompanyEIN: 46-7425989Plan: 023Ack ID: 20241015143829NAL0030008641003
filing2023 Form 5500 — Reliance Trust Institutional Retirement Trust, Series Twenty Four
Sponsor: Reliance Trust CompanyEIN: 46-7425989Plan: 024Ack ID: 20241015145150NAL0016675747006