Original filing (PDF)20251015090206NAL0002137539001

RESOURCES FOR HUMAN DEVELOPMENT, INC.

Name: RESOURCES FOR HUMAN DEVELOPMENT, INC. — RHD INVESTORS CHOICE 403(B) PLAN, Form 5500 (2024)
Creator: RESOURCES FOR HUMAN DEVELOPMENT, INC.

Form 5500

FILING_RECEIVED

RHD INVESTORS CHOICE 403(B) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

3,383

Accounts w/ balance

2,806

Plan assets (EOY)

$23.8M

Net assets (EOY)

$23.8M

How this plan invests

This plan

50 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Helping the score

No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESOURCES FOR HUMAN DEVELOPMENT, INC..

Plan sponsor

Name

RESOURCES FOR HUMAN DEVELOPMENT, INC.

EIN

23-1727133

Address

4700 WISSAHICKON AVENUE SUITE 126 · PHILADELPHIA, PA · 191444248

Phone

(215) 951-0300

Industry

Health Care & Social Assistancesee 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

CBIZ CPAS P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

50 direct securities· $23.4M(98% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard 500 Index Mutual Funds -	—	—	—	$2.9M	12.2%
Admiral * Fidelity Blue Chip Growth Mutual Funds -	—	—	—	$1.9M	8.0%
K6 * Fidelity International Index Mutual Funds -	—	—	—	$1.8M	7.7%
Fidelity Freedom 2035 Mutual Funds -	—	—	—	$1.7M	7.1%
Fidelity Freedom 2045 Mutual Funds -	—	—	—	$1.5M	6.4%
Fidelity Freedom 2055 Mutual Funds -	—	—	—	$1.4M	6.0%
Fidelity Freedom 2030 Mutual Funds -	—	—	—	$1.4M	5.9%
EI Fixed Account - Series Group annuity contract (contract value) -	—	—	—	$1.3M	5.5%
Fidelity Total Bond Mutual Funds -	—	—	—	$891K	3.7%
Fidelity Freedom 2050 Mutual Funds -	—	—	—	$860K	3.6%
Fidelity Freedom 2060 Mutual Funds -	—	—	—	$823K	3.5%
Fidelity Freedom 2040 Mutual Funds -	—	—	—	$817K	3.4%
Fidelity Freedom 2025 Mutual Funds -	—	—	—	$662K	2.8%
Fidelity Mid Cap Index Mutual Funds -	—	—	—	$644K	2.7%
MFS Mid Cap Value R6 Mutual Funds -	—	—	—	$615K	2.6%
Fidelity Small Cap Index Mutual Funds -	—	—	—	$603K	2.5%
Fidelity Equity Income Fund Mutual Funds -	—	—	—	$547K	2.3%
T. Rowe Price Blue Chip Mutual Funds -	—	—	—	$437K	1.8%
Growth I Macquarie Mid Cap Growth Mutual Funds -	—	—	—	$412K	1.7%
R6 American Funds US Mutual Funds -	—	—	—	$338K	1.4%
Government SEC R6 * Fidelity Freedom 2020 Mutual Funds -	—	—	—	$263K	1.1%
Schwab SDB Self-directed brokerage accounts -	—	—	—	$218K	0.9%
Federated Hermes MDT Mutual Funds -	—	—	—	$156K	0.7%
Small Cap Growth R6 * FID Multi Asset IDX Mutual Funds -	—	—	—	$133K	0.6%
Fidelity Freedom 2065 Mutual Funds -	—	—	—	$131K	0.5%
Fidelity Small Cap Value Mutual Funds -	—	—	—	$130K	0.5%
Fidelity Freedom 2015 Mutual Funds -	—	—	—	$96K	0.4%
Vanguard Federal Money Mutual Funds -	—	—	—	$84K	0.4%
Market Inv * Fidelity Freedom Income Mutual Funds -	—	—	—	$78K	0.3%
Vanguard Equity Income Mutual Funds -	—	—	—	$68K	0.3%
Adm * FID 500 Index Mutual Funds -	—	—	—	$56K	0.2%
Vanguard Target Retirement Mutual Funds -	—	—	—	$49K	0.2%
2030 Fund * FID FDM IDX 2020 IPR Mutual Funds -	—	—	—	$38K	0.2%
FID Asset MGR 50% Mutual Funds -	—	—	—	$27K	0.1%
FID Balanced Mutual Funds -	—	—	—	$26K	0.1%
FID FDM IDX 2025 IPR Mutual Funds -	—	—	—	$25K	0.1%
FID FDM IDX 2015 IPR Mutual Funds -	—	—	—	$22K	<0.1%
FID INVST GR BD Mutual Funds -	—	—	—	$22K	<0.1%
FID INFL PR BD IDX Mutual Funds -	—	—	—	$18K	<0.1%
FID Freedom 2020 K Mutual Funds -	—	—	—	$18K	<0.1%
FID ST TR BD IDX Mutual Funds -	—	—	—	$16K	<0.1%
Vanguard Target Retirement Mutual Funds -	—	—	—	$15K	<0.1%
2025 Fund * FID US Bond IDX Mutual Funds -	—	—	—	$12K	<0.1%
FID Asset MGR 60% Mutual Funds -	—	—	—	$12K	<0.1%
Vanguard International Mutual Funds -	—	—	—	$12K	<0.1%
Value Inv * FID Total Bond Mutual Funds -	—	—	—	$10K	<0.1%
FID Growth Company Mutual Funds -	—	—	—	$7K	<0.1%
FID Contrafund Mutual Funds -	—	—	—	$4K	<0.1%
FID Freedom 2025 K Mutual Funds -	—	—	—	$2K	<0.1%
FID Equity INC Mutual Funds -	—	—	—	$2K	<0.1%