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Original filing (PDF)20251007121627NAL0004548497001
RESOLVE TECH SOLUTIONS LLC
Form 5500
FILING_RECEIVED
RESOLVE TECH SOLUTIONS LLC 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
52% in single holding~81 bps in Sched C fees
Active participants
271
Accounts w/ balance
318
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
How this plan invests
This plan
4 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "T. Rowe Price" is 52% of plan.
- 81 bps in Schedule C fees — 56% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESOLVE TECH SOLUTIONS LLC.
Plan sponsor
Name
RESOLVE TECH SOLUTIONS LLC
EIN
27-1973305
Address
15851 DALLAS PKWY UNIT 1103 · ADDISON, TX · 75001
Phone
(469) 688-0738
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
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
MIKE AVERSANO CPA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $55K | — |
Investments
19 direct securities · 4 pooled funds· $6.7M(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
$5.1M
19 holdings
Common Collective Trust
$1.6M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price | — | — | — | $3.5M | 51.5% | |
| Fidelity | — | — | — | $968K | 14.4% | |
| INTELLICENTS AGGRESSIVE CIF ALTA TRUST · EIN 86-3956341 / PN 001 | Common Collective Trust | — | — | $659K | 9.8% | |
| INTELLICENTS MODERATE CIF ALTA TRUST · EIN 86-3956341 / PN 001 | Common Collective Trust | — | — | $396K | 5.9% | |
| INTELLICENTS MODERATELY CONSERVATIV ALTA TRUST · EIN 86-3883297 / PN 001 | Common Collective Trust | — | — | $391K | 5.8% | |
| INTELLICENTS CONSERVATIVE CIF ALTA TRUST · EIN 86-3974282 / PN 001 | Common Collective Trust | — | — | $178K | 2.6% | |
| American Century | — | — | — | $91K | 1.3% | |
| MFS | — | — | — | $81K | 1.2% | |
| EI Fixed Account | — | — | — | $71K | 1.0% | |
| Putnam | — | — | — | $67K | 1.0% | |
| Fidelity | — | — | — | $65K | 1.0% | |
| BlackRock | — | — | — | $64K | 1.0% | |
| Fidelity | — | — | — | $53K | 0.8% | |
| American Century | — | — | — | $48K | 0.7% | |
| Fidelity | — | — | — | $43K | 0.6% | |
| Fidelity | — | — | — | $36K | 0.5% | |
| American Century | — | — | — | $22K | 0.3% | |
| Forfeiture Account | — | — | — | $13K | 0.2% | |
| PIMCO | — | — | — | $10K | 0.2% | |
| PIMCO | — | — | — | $8K | 0.1% | |
| Fidelity | — | — | — | $3K | <0.1% | |
| Alliance Bernstein | — | — | — | $2K | <0.1% | |
| MFS | — | — | — | $1K | <0.1% |
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