How big is Resolvit Resources LLC's plan?

Resolvit Resources LLC's plan reported $7.2M in assets and 101 participants for 2023.

Original filing (PDF)20241011080853NAL0022386385001

Resolvit Resources LLC

Name: Resolvit Resources LLC — Resolvit Resources LLC, Form 5500 (2023)
Creator: Resolvit Resources LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Resolvit Resources LLC 401(k) Retirement Plan

401(k) retirement plan · Resolvit Resources LLC's Resolvit Resources LLC 401(k) Retirement Plan held $7.2M in plan assets for 101 participants in 2023, with Fidelity as recordkeeper.

Active participants

101

Accounts w/ balance

170

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

People on this filing

Allison Brown signed Resolvit Resources LLC's 2023 Form 5500 as plan administrator.

Allison Brown — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Resolvit Resources LLC's EIN is 02-0538092.

EIN 02-0538092

Plan number 001

Plan year 2023

ACK ID 20241011080853NAL0022386385001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Resolvit Resources LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Resolvit Resources LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RESOLVIT RESOURCES LLC.

Finding similar companies…

How this plan invests

This plan

38 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

RESOLVIT RESOURCES LLC

EIN

all filings

Address

11820 NORTHUP WAY · STE 305 · BELLEVUE, WA · 98005

Phone

(504) 620-2906

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$3K	—

Investments

38 direct securities· $7.2M(100% of reported assets)

Mutual Funds

$5.4M

25 holdings

Common Collective Trusts

$1.1M

4 holdings

Other securities

$685K

8 holdings

Common Stocks

$3K

1 holding

					% of plan
Fidelity Blue Chip Growth Mutual fund	Mutual Funds	—	—	$1.3M	18.7%
Fidelity Freedom 2040 Fund Mutual fund	Mutual Funds	—	—	$622K	8.7%
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$506K	7.1%
Fidelity Freedom 2045 Fund Mutual fund	Mutual Funds	—	—	$502K	7.0%
Fidelity Total Market Index Fund Mutual fund	Common Collective Trusts	—	—	$473K	6.6%
Fidelity Freedom 2055 Fund Mutual fund	Mutual Funds	—	—	$461K	6.4%
Fidelity Contrafund Fund Mutual fund	Mutual Funds	—	—	$391K	5.5%
Fidelity Freedom 2035 Fund Mutual fund	Mutual Funds	—	—	$336K	4.7%
AS SPL MD CP VAL ADM Mutual fund	Other securities	—	—	$301K	4.2%
Fidelity Freedom 2030 Fund Mutual fund	Mutual Funds	—	—	$248K	3.5%
Fidelity Freedom 2060 Fund Mutual fund	Mutual Funds	—	—	$191K	2.7%
Fidelity Value Discovery Fund Mutual fund	Mutual Funds	—	—	$173K	2.4%
Carillon Eagle Mid Cap Growth I Mutual fund	Other securities	—	—	$171K	2.4%
Fidelity International Index Mutual fund	Mutual Funds	—	—	$141K	2.0%
Fidelity Freedom 2050 Fund Mutual fund	Mutual Funds	—	—	$127K	1.8%
Fidelity International Discovery Fund Mutual fund	Mutual Funds	—	—	$125K	1.7%
Fidelity Value Fund Mutual fund	Mutual Funds	—	—	$119K	1.7%
Fidelity Emerging Markets Fund Mutual fund	Mutual Funds	—	—	$104K	1.4%
Fidelity Small Cap Value Fund Mutual fund	Mutual Funds	—	—	$101K	1.4%
Fidelity Balanced Fund Mutual fund	Mutual Funds	—	—	$83K	1.2%
Fidelity U.S. Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$78K	1.1%
Fidelity Capital & Income Fund Mutual fund	Mutual Funds	—	—	$69K	1.0%
Principal SmallCap R5 Mutual fund	Other securities	—	—	$63K	0.9%
Fidelity Freedom 2025 Fund Mutual fund	Mutual Funds	—	—	$60K	0.8%
VE Intl Inv Gold Fund Mutual fund	Other securities	—	—	$57K	0.8%
Columbia Dividend Income A Fund Mutual fund	Other securities	—	—	$55K	0.8%
Fidelity International Small Cap Opp Fund Mutual fund	Mutual Funds	—	—	$48K	0.7%
Fidelity Real Estate Investment Portfolio Mutual fund	Mutual Funds	—	—	$42K	0.6%
Fidelity Extended Market Index Fund Mutual fund	Common Collective Trusts	—	—	$31K	0.4%
Fidelity Strategic Income Fund Mutual fund	Mutual Funds	—	—	$31K	0.4%
Fidelity Freedom 2065 Fund Mutual fund	Mutual Funds	—	—	$27K	0.4%
Northern Small Cap Core Fund Mutual fund	Other securities	—	—	$26K	0.4%
Fidelity Total Bond Fund Mutual fund	Mutual Funds	—	—	$23K	0.3%
Fidelity Government Money Market Fund Money market fund	Mutual Funds	—	—	$21K	0.3%
Eaton Vance Short Dur Infl Fund Mutual fund	Other securities	—	—	$9K	0.1%
Fidelity Freedom Income Fund Mutual fund	Mutual Funds	—	—	$7K	0.1%
AS SM CO GROWTH ADM Mutual fund	Common Stocks	—	—	$3K	<0.1%
BR Strat Global Bond Fund Mutual fund	Other securities	—	—	$2K	<0.1%