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Original filing (PDF)20250924105858NAL0016909026001
RESONETICS, LLC
Form 5500
FILING_RECEIVED
RESONETICS 401K PLAN
401(k) retirement plan
Active participants
1,100
Accounts w/ balance
1,251
Plan assets (EOY)
$60.2M
Net assets (EOY)
$60.2M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (11 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESONETICS, LLC.
Plan sponsor
Name
RESONETICS, LLC
EIN
26-0869685
Address
26 WHIPPLE STREET · NASHUA, NH · 03060
Phone
(603) 886-6772
Industry
Manufacturingsee 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
2025-09-24
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRAY, GRAY & GRAY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $52K | — |
Investments
33 direct securities · 1 pooled fund· $60.5M(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
$60.2M
33 holdings
Common Collective Trust
$287K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered Investment Company | — | — | — | $8.1M | 13.4% | |
| Fidelity Freedom 2035 K6 Registered Investment Company | — | — | — | $5.8M | 9.6% | |
| Fidelity Freedom 2040 K6 Registered Investment Company | — | — | — | $5.4M | 9.0% | |
| Fidelity Freedom 2030 K6 Registered Investment Company | — | — | — | $5.3M | 8.9% | |
| Fidelity Freedom 2025 K6 Registered Investment Company | — | — | — | $5.3M | 8.8% | |
| Fidelity Freedom 2055 K6 Registered Investment Company | — | — | — | $4.8M | 7.9% | |
| Fidelity Freedom 2050 K6 Registered Investment Company | — | — | — | $4.3M | 7.1% | |
| Fidelity Freedom 2045 K6 Registered Investment Company | — | — | — | $3.8M | 6.3% | |
| Fidelity Freedom 2060 K6 Registered Investment Company | — | — | — | $2.7M | 4.5% | |
| Janus Henderson Forty N Registered Investment Company | — | — | — | $2.1M | 3.5% | |
| Fidelity Freedom 2065 K6 Registered Investment Company | — | — | — | $1.7M | 2.8% | |
| Fidelity Freedom 2020 K6 Registered Investment Company | — | — | — | $1.2M | 1.9% | |
| maturing through 2034 $ - | — | — | — | $1.1M | 1.8% | |
| Fidelity Mid Cap Index Registered Investment Company | — | — | — | $1.1M | 1.8% | |
| MFS Mid Cap Growth R6 Registered Investment Company | — | — | — | $1.0M | 1.7% | |
| Fidelity Small Cap Index Registered Investment Company | — | — | — | $890K | 1.5% | |
| Col Contran Core I3 Registered Investment Company | — | — | — | $840K | 1.4% | |
| JPMorgan Equity Income R6 Registered Investment Company | — | — | — | $673K | 1.1% | |
| Janus Henderson Triton N Registered Investment Company | — | — | — | $588K | 1.0% | |
| Fidelity Total Bond K6 Registered Investment Company | — | — | — | $500K | 0.8% | |
| Fidelity International Index Registered Investment Company | — | — | — | $493K | 0.8% | |
| Victory Integrity Small-Cap Value R6 Registered Investment Company | — | — | — | $390K | 0.6% | |
| American Funds EuroPacific Growth R6 Registered Investment Company | — | — | — | $339K | 0.6% | |
| Allspring Special Mid Cap Value R6 Registered Investment Company | — | — | — | $336K | 0.6% | |
| Managed Income Portfolio Class 2 Common/Collective Trust | — | — | — | $287K | 0.5% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $287K | 0.5% | |
| Fidelity Freedom Income K6 Registered Investment Company | — | — | — | $282K | 0.5% | |
| Pioneer Strategic Income Fund Class K Registered Investment Company | — | — | — | $277K | 0.5% | |
| DFA Emerging Markets Core Equity 2 Portfolio Institutional Class Registered Investment Company | — | — | — | $231K | 0.4% | |
| Fidelity Government Money Market K6 Registered Investment Company | — | — | — | $225K | 0.4% | |
| Pimco International Bond US$ Hedged I Registered Investment Company | — | — | — | $161K | 0.3% | |
| Fidelity Freedom 2010 K6 Registered Investment Company | — | — | — | $75K | 0.1% | |
| Fidelity Freedom 2015 K6 Registered Investment Company | — | — | — | $48K | <0.1% | |
| Fidelity Freedom 2070 K6 Registered Investment Company | — | — | — | $6K | <0.1% |