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Original filing (PDF)20250521182444NAL0002451379001

RESOURCE A NONPROFIT COMMUNITY ENTERPRISE INC.

Form 5500
FILING_RECEIVED
TAX DEFERRED ANNUITY PLAN FOR ALL OF RESOURCE EMPLOYEES
Employee benefit plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
169
Accounts w/ balance
232
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • No independent qualified public accountant (IQPA) named.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • Below-peer total fees (0 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESOURCE A NONPROFIT COMMUNITY ENTERPRISE INC..
Plan sponsor
Name
RESOURCE A NONPROFIT COMMUNITY ENTERPRISE INC.
DBA
RESOURCE
EIN
03-0326293
Address
329 HARVEST LN · WILLISTON, VT · 054957895
Phone
(802) 857-4344
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-21
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
TIAA - TEACHERS INSURANCE AND ANNUI—NEW YORK, NY—$50—

Investments

1 pooled fund· $225K(8% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

InvestmentTypeCurrent value% of plan
TIAA REAL ESTATE
TIAA-CREF · EIN 13-1624203 / PN 004
Pooled Separate Account
$225K8.1%