Lindsay Chastain signed Resultant, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Resultant, LLC's EIN is 30-0517849.
Download the official 2024 Form 5500 (PDF) for Resultant, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Resultant, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT, INC. | 33-0905143 | — | INVESTMENT ADVISOR | $62K | — |
| STRATEGIC ADVISORS, INC. |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index N/A | Common Collective Trusts | — | — | $4.1M | 13.3% | |
| Fidelity Freedom 2045 N/A | Mutual Funds | — | — | $3.2M | 10.2% | |
| Fidelity Freedom 2055 N/A | Mutual Funds | — | — | $3.1M | 10.0% | |
| Fidelity Blue Chip Growth N/A | Mutual Funds | — | — | $2.6M | 8.2% | |
| Fidelity Freedom 2035 N/A | Mutual Funds | — | — | $2.3M | 7.5% | |
| Fidelity Freedom 2050 N/A | Mutual Funds | — | — | $2.2M | 7.1% | |
| Fidelity Freedom 2040 N/A | Mutual Funds | — | — | $2.0M | 6.5% | |
| Fidelity Freedom 2060 N/A | Mutual Funds | — | — | $1.8M | 5.7% | |
| Participant-directed brokerage account | Self-Directed Brokerage | — | — | $1.6M | 5.2% | |
| Fidelity Freedom 2025 N/A | Mutual Funds | — | — | $1.5M | 4.7% | |
| Fidelity Freedom 2030 N/A | Mutual Funds | — | — | $899K | 2.9% | |
| Fidelity Mid Cap Index N/A | Mutual Funds | — | — | $649K | 2.1% | |
| American Funds American Mutual Fund N/A | Mutual Funds | — | — | $579K | 1.9% | |
| Fidelity Small Cap Index N/A | Mutual Funds | — | — | $577K | 1.9% | |
| Fidelity Freedom 2065 N/A | Mutual Funds | — | — | $542K | 1.7% | |
| MFS International Equity Fund Class N/A | Mutual Funds | — | — | $485K | 1.6% | |
| CORE PLUS BOND II R1 GREAT GRAY TRUST COMPANY · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $464K | 1.5% | |
| INTERNATIONAL EQ R1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $403K | 1.3% | |
| Wells Fargo Special Mid Cap Value Fund N/A | Other securities | — | — | $313K | 1.0% | |
| MFS Mid Cap Growth Fund N/A | Mutual Funds | — | — | $267K | 0.9% | |
| American Century Small Cap Growth Fund N/A | Other securities | — | — | $245K | 0.8% | |
| Great Grey International Stock Fund N/A | Other securities | — | — | $199K | 0.6% | |
| GG INTL STK FUND R1 GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $199K | 0.6% | |
| American Century Emerging Markets N/A | Other securities | — | — | $198K | 0.6% | |
| Notes from participants 4.25% to 9.50% interest | Bonds / Notes | — | — | $193K | 0.6% | |
| Guaranteed Fixed Interest Fund IV Common collective trust N/A | Common Collective Trusts | — | — | $173K | 0.6% | |
| Fidelity Government Money Market N/A | Mutual Funds | — | — | $120K | 0.4% | |
| Wells Fargo Special Small Cap Value Fund N/A | Other securities | — | — | $96K | 0.3% | |
| Fidelity Capital & Income N/A | Mutual Funds | — | — | $91K | 0.3% | |
| Fidelity Freedom 2015 N/A 761 * Fidelity Freedom 2020 N/A | Mutual Funds | — | — | $69K | 0.2% | |
| Fidelity Freedom Income N/A | Mutual Funds | — | — | $45K | 0.1% | |
| American Funds American Balanced Fund N/A | Mutual Funds | — | — | $24K | <0.1% | |
| American Funds Inflation Linked Bond Fund N/A | Mutual Funds | — | — | $19K | <0.1% | |
| Cohen & Steers Real Estate Securities Fund N/A | Other securities | — | — | $19K | <0.1% | |
| Fidelity Freedom 2010 N/A | Mutual Funds | — | — | $13K | <0.1% | |
| AB Global Bond Fund N/A | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $9K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | ACCOUNTANT/AUDITOR | $19K | — |
