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Original filing (PDF)20251010094817NAL0004477683001
RESOURCE ENVIRONMENTAL SOLUTIONS LLC
Form 5500
FILING_RECEIVED
RES 401(K) PLAN
401(k) retirement plan
Active participants
940
Accounts w/ balance
958
Plan assets (EOY)
$67.8M
Net assets (EOY)
$67.8M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- 23 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESOURCE ENVIRONMENTAL SOLUTIONS LLC.
Plan sponsor
Name
RESOURCE ENVIRONMENTAL SOLUTIONS LLC
EIN
20-2110850
Address
6575 WEST LOOP SOUTH, · SUITE300 · BELLAIRE, TX · 77401
Phone
(713) 520-5400
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
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)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MELTON & MELTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $87K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHAR BENEFIT SERVICES, INC | 36-4291971 | — | INVESTMENT ADVISOR | $25K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $21K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MELTON & MELTON LLP | 74-1550819 | — | ATTORNEY/LEGAL | $22K | — |
Investments
21 direct securities· $67.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $10.3M | 15.1% | |
| BlackRock LifePath Index 2050 Fund Class K | — | — | — | $7.0M | 10.3% | |
| BlackRock LifePath Index 2030 Fund Class K | — | — | — | $6.8M | 10.0% | |
| AB Large Cap Growth Fund Class Z | — | — | — | $5.6M | 8.3% | |
| BlackRock LifePath Index 2055 Fund Class K | — | — | — | $5.5M | 8.2% | |
| BlackRock LifePath Index 2045 Fund Class K | — | — | — | $4.7M | 7.0% | |
| BlackRock LifePath Index 2040 Fund Class K | — | — | — | $4.2M | 6.2% | |
| BlackRock LifePath Index 2035 Fund Class K | — | — | — | $4.1M | 6.0% | |
| BlackRock LifePath Index 2060 Fund Class K | — | — | — | $4.0M | 6.0% | |
| BlackRock LifePath Index Retirement Fund Class K | — | — | — | $2.7M | 4.0% | |
| Fidelity Mid Cap Index Fund | — | — | — | $2.3M | 3.4% | |
| Vanguard Equity Income Fund Admiral | — | — | — | $1.7M | 2.6% | |
| Vanguard Total International Stock Index Fund Admiral | — | — | — | $1.7M | 2.5% | |
| Baird Core Plus Bond Fund Class Institutional | — | — | — | $1.3M | 1.9% | |
| Vanguard Explorer Fund Admiral | — | — | — | $1.3M | 1.9% | |
| MFS International Growth Fund Class R6 | — | — | — | $1.1M | 1.7% | |
| Fidelity Small Cap Index Fund | — | — | — | $845K | 1.2% | |
| Vanguard Treasury Money Market Fund | — | — | — | $798K | 1.2% | |
| Participant Loans 4.25% - 9.50% 0 | — | — | — | $733K | 1.1% | |
| DFA U.S. Target Value Portfolio Institutional Class | — | — | — | $551K | 0.8% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $303K | 0.4% |
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