Resource Pro LLC's EIN is 05-0602664.
Download the official 2024 Form 5500 (PDF) for Resource Pro LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Resource Pro LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INV ADV PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Group VANGUARD GROWTH INDEX ADM FUND | Mutual Funds | — | — | $2.8M | 10.5% | |
| Fidelity Investments FIDELITY 500 INDEX FUND | Common Collective Trusts | — | — | $2.7M | 10.0% | |
| Fidelity Investments FIDELITY FRDM IDX 2045 INS PRE | Common Collective Trusts | — | — | $2.5M | 9.5% | |
| Fidelity Investments FIDELITY FRDM IDX 2050 INS PRE | Common Collective Trusts | — | — | $2.3M | 8.5% | |
| Fidelity Investments FIDELITY FRDM IDX 2040 INS PRE | Common Collective Trusts | — | — | $1.8M | 6.6% | |
| Vanguard Group VANGUARD VALUE INDEX ADM FUND | Mutual Funds | — | — | $1.6M | 5.9% | |
| Fidelity Investments FIDELITY FRDM IDX 2030 INS PRE | Common Collective Trusts | — | — | $1.4M | 5.3% | |
| Fidelity Investments FIDELITY FRDM IDX 2035 INS PRE | Common Collective Trusts | — | — | $1.3M | 4.8% | |
| Fidelity Investments FIDELITY FRDM IDX 2025 INS PRE | Common Collective Trusts | — | — | $1.3M | 4.7% | |
| Fidelity Investments FIDELITY FRDM IDX 2055 INS PRE | Common Collective Trusts | — | — | $1.3M | 4.7% | |
| Fidelity Investments FIDELITY MID CP INDEX FUND | Common Collective Trusts | — | — | $975K | 3.6% | |
| Fidelity Investments FIDELITY INTERNATIONAL IDX FD | Common Collective Trusts | — | — | $969K | 3.6% | |
| Fidelity Investments FIDELITY SM CAP INDEX FUND | Common Collective Trusts | — | — | $781K | 2.9% | |
| Vanguard Short-Term Bond Index Fund | Common Collective Trusts | — | — | $670K | 2.5% | |
| Fidelity Investments FIDELITY ADV TOTAL BOND Z FD | Mutual Funds | — | — | $640K | 2.4% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $571K | 2.1% | |
| The American Funds AMERCICAN FUNDS NEWWORLD R6 | Mutual Funds | — | — | $513K | 1.9% | |
| Oppenheimer INV GLD AND SP MINERALS R6 FND | Mutual Funds | — | — | $436K | 1.6% | |
| Vanguard Group VANGUARD MIDCAP GRTH IDX ADM F | Common Collective Trusts | — | — | $416K | 1.5% | |
| 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 | Common Collective Trusts | — | — | $303K | 1.1% | |
| Vanguard Group VANGUARD INTL GROWTH ADM FD | Mutual Funds | — | — | $278K | 1.0% | |
| Calvert Funds CALVERT BALANCED I FUND | Other securities | — | — | $274K | 1.0% | |
| Secs Sep Acct * Principal Life Insurance Company Guaranteed Option | Pooled Separate Accounts | — | — | $247K | 0.9% | |
| Fidelity Investments FIDELITY FRDM IDX 2065 INS PRE | Common Collective Trusts | — | — | $141K | 0.5% | |
| Vanguard Group VANGUARD TTL BD MKT IDX ADM FD | Common Collective Trusts | — | — | $125K | 0.5% | |
| Franklin Templeton Investments FRANKLIN SMALL CAP GRTH R6 FD | Mutual Funds | — | — | $98K | 0.4% | |
| Fidelity Freedom Index 2015 Fund ** 179 Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $95K | 0.4% | |
| Fidelity Freedom Index Income Fund ** 699 Fidelity Inflation Protected Bond Index Fund | Common Collective Trusts | — | — | $75K | 0.3% | |
| PGIM Global Total Return Fund | Other securities | — | — | $17K | <0.1% | |
| Fidelity Investments FIDELITY LGTRM TREAS BD IDX FD | Common Collective Trusts | — | — | $6K | <0.1% | |
| Fidelity Long-Term Treasury Bond Index Fund | U.S. Treasuries | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC | 33-0785439 | — | CONTRACT ADMINISTRATOR | $8K | — |
