Reliance Trust Company 401(k) Plan (terminated 2014): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2014, when $167,672 was transferred out of the plan. Assets moved to the XPONANCE, INC. 401(K) PROFIT SHARING PLAN (sponsored by XPONANCE, INC.). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Reliance Trust Company 401(k) Plan Facts (plan year 2014)

Plan name
RELIANCE TRUST COMPANY 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
RELIANCE TRUST COMPANY
Participants
436
Former employees with a balance
0
Employer contributions
$134,524 in plan year 2014 (12% of all contributions)
Plan year
Jan 1, 2014 – Dec 31, 2014
Plan established
Jan 1, 1990
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2014 (Jan 1, 2014 – Dec 31, 2014), filed Jul 29, 2015. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2014

  • $1.16 million went into the plan in contributions, $134,524 of it from the employer (12%).
  • $22.0 million was paid out to participants.
  • Investment and other income added $600,155.

How the Reliance Trust Company 401(k) changed, 2009–2014

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2009440$13.9 million—$462,333
2010354$15.4 million—$1.35 million
2011359$15.4 million—$793,063
2012378$16.1 million—$2.55 million
2013378$20.5 million$251,180$810,416
2014 (final)436$0$134,524$22.0 million

Reliance Trust Company 401(k) Contact Information

Phone
404-965-7200
Mailing address
1100 ABERNATHY, 500 NORTHPK,STE 400, ATLANTA GA 303285646
Plan sponsor
RELIANCE TRUST COMPANY
Employer identification number (EIN)
58-1428634
Plan number
001

Questions about the Reliance Trust Company 401(k)

Is the Reliance Trust Company 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2014. Its assets were transferred to the XPONANCE, INC. 401(K) PROFIT SHARING PLAN.

Does Reliance Trust Company contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2014 the employer contributed $134,524, 12% of all contributions.

Does the Reliance Trust Company 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Reliance Trust Company 401(k) plan?

436 participants at the start of plan year 2014.

Who manages the Reliance Trust Company 401(k) accounts?

The Standard is the plan's recordkeeper, which is where participants log in to see their balance.

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