Reliance, Inc. Master 401(K) Plan Master Trust — 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 Master Trust is a benefit plan reported by Reliance, Inc. under EIN 04-3410427 and plan number 009. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,515,269,981 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Reliance, Inc.
EIN
04-3410427
Plan number
009
Plan type
4
Location
Scottsdale, AZ
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$1,515,269,981

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20240917163430NAL0001919923001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,515,269,981
Total liabilities (EOY)
$55,702
Net assets (EOY)
$1,515,214,279
Net assets (BOY)
$1,312,036,846

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$251,377,328

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$251,377,328

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$0$02023

Related Form 5500 pages