Joanne Paladino signed Resource Management, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Resource Management, Inc.'s EIN is 04-3281987.
Download the official 2022 Form 5500 (PDF) for Resource Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Resource Management, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PINNACLE FINANCIAL SERVICES, INC. | 59-2438373 | — | RECORDKEEPER | $28K | — |
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NPPG INVESTMENT SERVICES LLC |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | 33.4% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | 33.4% | |
| During the plan year: Yes No Amount a | Other securities | — | — | $3K | 33.2% | |
| TRANSAMERICA PRTNR STCK IDX RT ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 505 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET U.S. BOND IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE ST RUSS SM CP VAL IDX RT ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 355 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 417 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 018 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 019 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET S&P MD CP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS EUROPACIFIC GR RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD SMALL-CAP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 132 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 163 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 164 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 165 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET RUSS LG CP VAL IDX RT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 171 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET RUSS SM CAP GR IDX RT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 172 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET RUSS LG CP GR IDX RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 173 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DREYFUS INTL EQUITY RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 256 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO STABLE VALUE TRUST RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 377 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIONEER STRATEGIC INC RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 474 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIONEER SELECT MID CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 738 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA INF-PROTECTED SEC PRTF RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 526 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 607 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VICTORY SYCAMORE EST VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 608 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA GL EQUITY PORTFOLIO RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 719 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 295 | Pooled Separate Account | — | — | $0 | <0.1% |
| 32-0356844 |
| — |
| INVESTMENT ADVISORY |
| $33K |
| — |
