Back to filter
Original filing (PDF)20251014132011NAL0006031106001
RESOURCE PRO LLC
Form 5500
FILING_RECEIVED
RESOURCE PRO LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
383
Accounts w/ balance
339
Plan assets (EOY)
$26.9M
Net assets (EOY)
$26.9M
How this plan invests
This plan
1 pooled trust
Schedule D
58 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESOURCE PRO LLC.
Plan sponsor
Name
RESOURCE PRO LLC
EIN
05-0602664
Address
1221 N · STREET, SUITE 700 · LINCOLN, NE · 68508
Phone
(402) 506-9658
Industry
Other Services (ex. Public Admin)see 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
2025-10-14
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
Audit & trust (Schedule H)
Auditor
WITHUM SMITH & BROWN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $90K | — |
| ALLIANT INSURANCE SERVICES INC | 33-0785439 | — | CONTRACT ADMINISTRATOR | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INV ADV PARTICIPANTS | $0 | — |
Investments
36 direct securities · 1 pooled fund· $28.8M(100% 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.
Uncategorized
$28.4M
36 holdings
Pooled Separate Account
$337K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group VANGUARD GROWTH INDEX ADM FUND | — | — | — | $2.8M | 10.5% | |
| Fidelity Investments FIDELITY 500 INDEX FUND | — | — | — | $2.7M | 10.0% | |
| Fidelity Investments FIDELITY FRDM IDX 2045 INS PRE | — | — | — | $2.5M | 9.5% | |
| Fidelity Investments FIDELITY FRDM IDX 2050 INS PRE | — | — | — | $2.3M | 8.5% | |
| Fidelity Investments FIDELITY FRDM IDX 2040 INS PRE | — | — | — | $1.8M | 6.6% | |
| Vanguard Group VANGUARD VALUE INDEX ADM FUND | — | — | — | $1.6M | 5.9% | |
| Fidelity Investments FIDELITY FRDM IDX 2030 INS PRE | — | — | — | $1.4M | 5.3% | |
| Fidelity Investments FIDELITY FRDM IDX 2035 INS PRE | — | — | — | $1.3M | 4.8% | |
| Fidelity Investments FIDELITY FRDM IDX 2025 INS PRE | — | — | — | $1.3M | 4.7% | |
| Fidelity Investments FIDELITY FRDM IDX 2055 INS PRE | — | — | — | $1.3M | 4.7% | |
| Fidelity Investments FIDELITY MID CP INDEX FUND | — | — | — | $975K | 3.6% | |
| Fidelity Investments FIDELITY INTERNATIONAL IDX FD | — | — | — | $969K | 3.6% | |
| Fidelity Investments FIDELITY SM CAP INDEX FUND | — | — | — | $781K | 2.9% | |
| Vanguard Short-Term Bond Index Fund | — | — | — | $670K | 2.5% | |
| Fidelity Investments FIDELITY ADV TOTAL BOND Z FD | — | — | — | $640K | 2.4% | |
| Fidelity Freedom Index 2060 Fund | — | — | — | $571K | 2.1% | |
| The American Funds AMERCICAN FUNDS NEWWORLD R6 | — | — | — | $513K | 1.9% | |
| American Funds New World Fund Inc | — | — | — | $513K | 1.9% | |
| Oppenheimer INV GLD AND SP MINERALS R6 FND | — | — | — | $436K | 1.6% | |
| Invesco Gold & Special Minerals Fund | — | — | — | $436K | 1.6% | |
| Vanguard Group VANGUARD MIDCAP GRTH IDX ADM F | — | — | — | $416K | 1.5% | |
| Vanguard Mid-Cap Growth Index Fund/Open-end | — | — | — | $416K | 1.5% | |
| Principal Life Insurance CO. PRIN REAL ESTATE SECS SA-Z | — | — | — | $337K | 1.3% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $337K | 1.3% | |
| Fidelity Investments FIDELITY FRDM IDX INC INS PREM 699 Participant Loans INTEREST RATES | — | — | — | $303K | 1.1% | |
| Vanguard Group VANGUARD INTL GROWTH ADM FD | — | — | — | $278K | 1.0% | |
| Calvert Funds CALVERT BALANCED I FUND | — | — | — | $274K | 1.0% | |
| Secs Sep Acct * Principal Life Insurance Company Guaranteed Option | — | — | — | $247K | 0.9% | |
| Fidelity Investments FIDELITY FRDM IDX 2065 INS PRE | — | — | — | $141K | 0.5% | |
| Vanguard Group VANGUARD TTL BD MKT IDX ADM FD | — | — | — | $125K | 0.5% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $125K | 0.5% | |
| Franklin Templeton Investments FRANKLIN SMALL CAP GRTH R6 FD | — | — | — | $98K | 0.4% | |
| Fidelity Investments FIDELITY FRDM IDX 2015 INS PRE 180 * Fidelity Investments FIDELITY FRDM IDX 2020 INS PRE | — | — | — | $95K | 0.4% | |
| Fidelity Freedom Index Income Fund ** 699 Fidelity Inflation Protected Bond Index Fund | — | — | — | $75K | 0.3% | |
| PGIM Global Total Return Fund | — | — | — | $17K | <0.1% | |
| Fidelity Investments FIDELITY LGTRM TREAS BD IDX FD | — | — | — | $6K | <0.1% | |
| Fidelity Long-Term Treasury Bond Index Fund | — | — | — | $6K | <0.1% |
Related plans
Other plans using PRINCIPAL LIFE INSURANCE COMPANY
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
CHEVRON CORPORATION
CHEVRON MASTER PENSION TRUST
$12.2B
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES
AMERICAN EXPRESS RETIREMENT SAVINGS PLAN
$9.1B · 25,049 participants
LOWE'S COMPANIES, INC.
LOWES 401(K) PLAN
$8.6B · 263,650 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BURNS & MCDONNELL, INC
BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$5.5B · 10,567 participants
Similar-size Other Services (ex. Public Admin) plans
BENIHANA NATIONAL CORP.
BENIHANA 401(K) PLAN
$26.9M · 4,034 participants
HARRISON GLOBAL, LLC
MARCOU TRANSPORTATION GROUP 401(K) PLAN
$27.0M · 831 participants
CENTER FOR FAMILY GUIDANCE, P.C.
C.F.G. 401K PLAN
$27.2M · 318 participants
MARTIN, DISIERE, JEFFERSON & WISDOM, LLP
MDJ&W 401(K) PLAN
$27.3M · 124 participants
LINKS HEALTHCARE GROUP LLC
LINKS HEALTHCARE GROUP LLC 401(K) PS PLAN AND TRUST
$27.3M · 3,978 participants
BINSKY & SNYDER LLC
BINSKY & SNYDER, LLC 401(K) PLAN
$26.5M · 298 participants
Large plans in Nebraska
BERKSHIRE HATHAWAY CREDIT CORPORATION
BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN
$5.2B · 7,732 participants
AMERITAS LIFE INSURANCE CORP
AMERITAS LIFE INSURANCE CORP SEPARATE ACCOUNT G
$4.9B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER TRUST
$4.7B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER RETIREMENT TRUST
$4.6B
UNION PACIFIC CORPORATION
PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES
$4.1B · 3,169 participants
PETER KIEWIT SONS, INC.
PETER KIEWIT SONS, INC. RETIREMENT SAVINGS PLAN
$2.8B · 22,958 participants