Reliance Trust Company
2 more advisory clients, 24 more other clients, 98 more Schedule C rows and 13 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Advisory clients
- Southeastern Ohio Regional Medical Center Pension Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
- Andis Company Pension Plan Investment adviser (plan)through Aug 31, 2023 Form 5500
- The Andis Company Hourly Employees' Retirement Plan Investment adviser (plan)through Aug 31, 2023 Form 5500
+2 more advisory clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Other roles
- Denkai America Employees' Pension Plan Trusteethrough Mar 31, 2025
- Iron Workers District Council of Tn Valley & Vicinity Pension Plan Custodianthrough Dec 31, 2024
- Clifford Chance US LLP Partner Pension Plan I Trusteethrough Dec 31, 2023
+24 more clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Schedule C rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| ADA S. Mckinley Community Services, Inc. Retirement Income Plan | 2024 | 27 | INVESTMENT ADVISOR | $96,269 |
| Iron Workers District Council of Tn Valley & Vicinity Pension Plan | 2024 | 19 28 | NONE | $87,569 |
| American Federation of Musicians and Employers' Pension Fund and Subsidiary | 2024 | 28 51 52 | NONE | $80,700 |
+98 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Retirement Plan of Idaho Power Company first reports an interest in GQG Partners Emerging Markets Equit (Reliance Trust Company): $19M at 2024-12-31with Reliance Trust Companyaskebsa.dol.gov
- Florida Trowel Trades Pension Trust Fund first reports an interest in Legal & General S&p 500 Cit Fund (Reliance Trust Company): $6M at 2024-12-31with Reliance Trust Companyaskebsa.dol.gov
- Valero Energy Corporation Pension Plan first reports an interest in GQG Partners Emerging Markets Equit (Reliance Trust Company): $49M at 2024-12-31with Reliance Trust Companyaskebsa.dol.gov
- Pentegra Retiriement Trust no longer appears on Merchants & Marine Bank Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Reliance Trust Companyaskebsa.dol.gov
- Legal & General no longer appears on Southeastern Ohio Regional Medical Center Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Reliance Trust Companyaskebsa.dol.gov
+13 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.