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Original filing (PDF)20251009104752NAL0006852449001
RESONATE NETWORKS
Form 5500
FILING_RECEIVED
RESONATE NETWORKS 401(K) PLAN
401(k) retirement plan
Signals · 1
33% in single holding
Active participants
156
Accounts w/ balance
184
Plan assets (EOY)
$18.5M
Net assets (EOY)
$18.5M
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)
97
/ 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
83
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Fund Mutual fund" is 33% of plan.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESONATE NETWORKS.
Plan sponsor
Name
RESONATE NETWORKS
EIN
27-1573058
Address
11720 PLAZA AMERICA DRIVE · 3RD FLOOR · RESTON, VA · 20190
Phone
(571) 266-3225
Industry
Information / Tech / Mediasee 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
2025-10-09
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
BETHKE CPA, LLC
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 | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $0 | — |
Investments
31 direct securities · 1 pooled fund· $17.8M(96% 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
$17.8M
31 holdings
Common Collective Trust
$1K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | — | — | — | $6.2M | 33.3% | |
| Fidelity Advisor Freedom 2050 Fund K6 Mutual fund | — | — | — | $1.7M | 9.3% | |
| Fidelity Advisor Freedom 2055 Fund K6 Mutual fund | — | — | — | $1.5M | 8.2% | |
| Fidelity Advisor Freedom 2040 Fund K6 Mutual fund | — | — | — | $1.5M | 7.9% | |
| Fidelity Advisor Freedom 2030 Fund K6 Mutual fund | — | — | — | $1.3M | 7.1% | |
| Fidelity Extended Market Index Fund Mutual fund | — | — | — | $962K | 5.2% | |
| Fidelity Large Cap Growth Index Fund Mutual fund | — | — | — | $636K | 3.4% | |
| Fidelity Advisor Freedom 2035 Fund K6 Mutual fund | — | — | — | $600K | 3.2% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $482K | 2.6% | |
| Fidelity International Index Fund Mutual fund | — | — | — | $480K | 2.6% | |
| Fidelity Advisor Freedom 2060 Fund K6 Mutual fund | — | — | — | $425K | 2.3% | |
| Fidelity Advisor Freedom 2065 Fund K6 Mutual fund | — | — | — | $263K | 1.4% | |
| Fidelity Advisor Freedom 2020 Fund K6 Mutual fund | — | — | — | $260K | 1.4% | |
| Lessor or Similar Party Investment ** Value American Century Small Cap Value Fund Mutual fund | — | — | — | $254K | 1.4% | |
| Invesco Diversified Dividend Fund Mutual fund | — | — | — | $166K | 0.9% | |
| Federated Hermes High Yield Bond Fund Mutual fund | — | — | — | $140K | 0.8% | |
| PGIM Select Real Estate Fund Mutual fund | — | — | — | $116K | 0.6% | |
| CBA Small Cap Growth Fund Mutual fund | — | — | — | $108K | 0.6% | |
| Fidelity Advisor Value Fund Z Mutual fund | — | — | — | $98K | 0.5% | |
| Fidelity Government Money Market Fund K6 Money market | — | — | — | $88K | 0.5% | |
| Fidelity Advisor Freedom 2025 Fund K6 Mutual fund | — | — | — | $83K | 0.4% | |
| Fidelity Advisor Freedom Income Fund K6 Mutual fund | — | — | — | $79K | 0.4% | |
| American Funds New World Fund Mutual fund | — | — | — | $72K | 0.4% | |
| American Funds U.S. Government Securities Mutual fund | — | — | — | $63K | 0.3% | |
| American Funds International Growth & Income Mutual fund | — | — | — | $56K | 0.3% | |
| Putnam Dynamic Asset Allocation Fund Mutual fund | — | — | — | $41K | 0.2% | |
| Lord Abbett Total Return Fund Mutual fund | — | — | — | $41K | 0.2% | |
| Fidelity Advisor Freedom 2015 Fund K6 Mutual fund | — | — | — | $25K | 0.1% | |
| Fidelity Advisor Strategic Income Fund I Mutual fund | — | — | — | $20K | 0.1% | |
| American Funds New Perspective Fund Mutual fund | — | — | — | $14K | <0.1% | |
| Thornburg Long-Term Income Fund Mutual fund | — | — | — | $9K | <0.1% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% |
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