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Original filing (PDF)20251010124942NAL0004619363001
DEPLOYED RESOURCES LLC
Form 5500
FILING_RECEIVED
DEPLOYED RESOURCES LLC 401(K) PLAN
401(k) retirement plan
Active participants
1,139
Accounts w/ balance
699
Plan assets (EOY)
$19.3M
Net assets (EOY)
$19.3M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 55 bps in Schedule C fees — 89% above peer band of 29 bps.
- 61% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEPLOYED RESOURCES LLC.
Plan sponsor
Name
DEPLOYED RESOURCES LLC
EIN
22-3782088
Address
164 MCPIKE ROAD · ROME, NY · 13441
Phone
(315) 240-7183
Industry
Admin Support & Waste Mgmtsee 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
2025-10-10
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DANNIBLE & MCKEE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $46K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGE | 39-2018056 | — | INVESTMENT ADVISOR | $59K | — |
Investments
36 direct securities· $19.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies American Funds American Funds 2060 Target Date | — | — | — | $2.7M | 13.9% | |
| American Funds American Funds 2055 Target Date | — | — | — | $2.3M | 12.1% | |
| American Funds American Funds 2050 Target Date | — | — | — | $2.1M | 11.1% | |
| American Funds American Funds 2045 Target Date | — | — | — | $1.7M | 9.0% | |
| American Funds American Funds 2030 Target Date | — | — | — | $1.7M | 8.8% | |
| Charles Schwab S&P 500 Index Fund | — | — | — | $1.4M | 7.1% | |
| American Funds American Funds 2035 Target Date | — | — | — | $1.2M | 6.4% | |
| American Funds American Funds 2040 Target Date | — | — | — | $855K | 4.4% | |
| Participant Loans * Participants loans, with interest rates ranging from 5.25% - 10.50% | — | — | — | $815K | 4.2% | |
| American Funds American Funds 2025 Target Date | — | — | — | $636K | 3.3% | |
| American Funds American Funds 2065 Target Date | — | — | — | $498K | 2.6% | |
| American Funds American Funds Growth Fund of America | — | — | — | $399K | 2.1% | |
| T. Rowe Price T Rowe Price Growth Stock Fund | — | — | — | $353K | 1.8% | |
| American Funds American Funds 2020 Target Date | — | — | — | $349K | 1.8% | |
| JPMorgan Chase JP Morgan US Equity Fund | — | — | — | $304K | 1.6% | |
| American Funds American Funds 2015 Target Date ** 668 American Funds American Funds 2010 Target Date ** 174 General Account Stable Value Fund * Transamerica Stable Value Core Account | — | — | — | $221K | 1.1% | |
| BlackRock Mid-Cap Growth Equity Fund | — | — | — | $142K | 0.7% | |
| MFS Value Fund R6 | — | — | — | $140K | 0.7% | |
| Vanguard High Yield Corporate Fund - Admiral | — | — | — | $136K | 0.7% | |
| Franklin Templeton Franklin Small Cap Value Fund | — | — | — | $135K | 0.7% | |
| Dimensional Funds Advisors Dimensional Global Equity Portfolio Institutional Fund | — | — | — | $125K | 0.6% | |
| Performance Trust Performance Trust Strategic Bond | — | — | — | $118K | 0.6% | |
| Charles Schwab Small Cap Index Fund | — | — | — | $91K | 0.5% | |
| Vanguard Emerging Markets Stock Index Fund | — | — | — | $78K | 0.4% | |
| Vanguard Mid-Cap Value Index Fund | — | — | — | $78K | 0.4% | |
| BlackRock Total Return Fund | — | — | — | $78K | 0.4% | |
| American Funds American Funds Balanced Fund | — | — | — | $77K | 0.4% | |
| Manning & Napier M&N Rainer Int Discover Series I | — | — | — | $74K | 0.4% | |
| BlackRock Commodity Strategies Fund | — | — | — | $73K | 0.4% | |
| Dodge & Cox Dodge & Cox International Stock Fund | — | — | — | $67K | 0.3% | |
| Lord Abbett Lord Abbett Growth Fund | — | — | — | $66K | 0.3% | |
| iShares MSCI EAFE International Index K | — | — | — | $52K | 0.3% | |
| PGIM, Inc. PGIM Global Total Return Fund | — | — | — | $30K | 0.2% | |
| Charles Schwab Treasury Inflation Protected Security Index Fund | — | — | — | $29K | 0.2% | |
| Vanguard Real Estate Index Fund | — | — | — | $22K | 0.1% | |
| Vanguard GNMA Fund | — | — | — | $21K | 0.1% |
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