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Original filing (PDF)20260109141909NAL0011098659001
ADITI CONSULTING LLC
Form 5500
FILING_RECEIVED
RESOLVIT RESOURCES LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
1 failed disclosureLate filing · 1.8 mo
Active participants
58
Accounts w/ balance
131
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
6 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
78
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Filed 1.8 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADITI CONSULTING LLC.
Plan sponsor
Name
ADITI CONSULTING LLC
EIN
26-4656792
Address
11820 NORTHUP WAY · STE 305 · BELLEVUE, WA · 98005
Phone
(425) 378-6515
Industry
Professional & Technical Servicessee 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
2026-01-09
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
BDO USA, P.C.
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 | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $28K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
21 direct securities · 6 pooled funds· $5.6M(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
$3.9M
21 holdings
Common Collective Trust
$1.7M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AB US LG CP GR CIT L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | 59,220.474 | $1.3M | $1.4M | 24.6% | |
| FID 500 INDEX | — | 4,923.719 | $846K | $1.0M | 17.8% | |
| FID FREEDOM 2040 K6 | — | 58,882.335 | $685K | $677K | 12.0% | |
| FID FREEDOM 2045 K6 | — | 28,873.944 | $390K | $387K | 6.9% | |
| FID FREEDOM 2030 K6 | — | 21,871.808 | $393K | $382K | 6.8% | |
| FID FREEDOM 2055 K6 | — | 21,900.72 | $348K | $346K | 6.1% | |
| FID FREEDOM 2060 K6 | — | 16,246.062 | $237K | $235K | 4.2% | |
| FID FREEDOM 2035 K6 | — | 14,365.183 | $229K | $224K | 4.0% | |
| MFS INTL DIVRSN R6 | — | 8,640.08 | $212K | $197K | 3.5% | |
| AS SPL MD CAP VAL E2 WELLS FARGO BANK, N.A. · EIN 84-6615098 / PN 001 | Common Collective Trust | 11,369.492 | $192K | $189K | 3.4% | |
| GG FKLN SM CAP VAL GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | 4,632.442 | $97K | $99K | 1.8% | |
| FID FREEDOM 2050 K6 | — | 5,786.798 | $79K | $79K | 1.4% | |
| FID GOVT MMKT K6 | — | 64,881.33 | $65K | $65K | 1.2% | |
| FID MID CAP IDX | — | 1,413.946 | $47K | $48K | 0.8% | |
| FID FREEDOM 2025 K6 | — | 3,403.873 | $48K | $46K | 0.8% | |
| FID SM CAP IDX | — | 1,547.772 | $41K | $43K | 0.8% | |
| FID FREEDOM 2065 K6 | — | 3,055.415 | $41K | $40K | 0.7% | |
| VANG EQUITY INC ADM | — | 379.35 | $36K | $33K | 0.6% | |
| JH CR PL FXD INC I2 JOHN HANCOCK TRUST COMPANY LLC · EIN 45-2395022 / PN 002 | Common Collective Trust | 2,657.629 | $26K | $25K | 0.4% | |
| FID INTL INDEX | — | 488.186 | $23K | $23K | 0.4% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | 2,132.109 | $20K | $23K | 0.4% | |
| FID FREEDOM 2020 K6 | — | 1,051.784 | $16K | $15K | 0.3% | |
| C&S US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | 682.987 | $16K | $15K | 0.3% | |
| INVS DISCOVERY R6 | — | 87.628 | $11K | $11K | 0.2% | |
| PIMCO INCOME INST | — | 1,044.588 | $11K | $11K | 0.2% | |
| FID FREEDOM INC K6 | — | 875.02 | $9K | $9K | 0.2% | |
| FID US BOND IDX | — | 828.995 | $9K | $8K | 0.2% |
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