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Original filing (PDF)20251015113215NAL0002222083001
RESULTANT, LLC
Form 5500
FILING_RECEIVED
RESULTANT, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
450
Accounts w/ balance
492
Plan assets (EOY)
$31.1M
Net assets (EOY)
$31.1M
How this plan invests
This plan
3 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 61% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESULTANT, LLC.
Plan sponsor
Name
RESULTANT, LLC
EIN
30-0517849
Address
800 E 96TH ST., SUITE 100 · INDIANAPOLIS, IN · 46240
Phone
(317) 452-1700
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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3F · Sponsor used leased employees
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $55K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT, INC. | 33-0905143 | — | INVESTMENT ADVISOR | $62K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | ACCOUNTANT/AUDITOR | $19K | — |
Investments
33 direct securities · 3 pooled funds· $31.3M(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
$30.2M
33 holdings
Common Collective Trust
$1.1M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index N/A | — | — | — | $4.1M | 13.3% | |
| Fidelity Freedom 2045 N/A | — | — | — | $3.2M | 10.2% | |
| Fidelity Freedom 2055 N/A | — | — | — | $3.1M | 10.0% | |
| Fidelity Blue Chip Growth N/A | — | — | — | $2.6M | 8.2% | |
| Fidelity Freedom 2035 N/A | — | — | — | $2.3M | 7.5% | |
| Fidelity Freedom 2050 N/A | — | — | — | $2.2M | 7.1% | |
| Fidelity Freedom 2040 N/A | — | — | — | $2.0M | 6.5% | |
| Fidelity Freedom 2060 N/A | — | — | — | $1.8M | 5.7% | |
| Participant-directed brokerage account | — | — | — | $1.6M | 5.2% | |
| Fidelity Freedom 2025 N/A | — | — | — | $1.5M | 4.7% | |
| Fidelity Freedom 2030 N/A | — | — | — | $899K | 2.9% | |
| Fidelity Mid Cap Index N/A | — | — | — | $649K | 2.1% | |
| American Funds American Mutual Fund N/A | — | — | — | $579K | 1.9% | |
| Fidelity Small Cap Index N/A | — | — | — | $577K | 1.9% | |
| Fidelity Freedom 2065 N/A | — | — | — | $542K | 1.7% | |
| MFS International Equity Fund Class N/A | — | — | — | $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 | — | — | — | $313K | 1.0% | |
| MFS Mid Cap Growth Fund N/A | — | — | — | $267K | 0.9% | |
| American Century Small Cap Growth Fund N/A | — | — | — | $245K | 0.8% | |
| Great Grey International Stock Fund N/A | — | — | — | $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 | — | — | — | $198K | 0.6% | |
| Notes from participants 4.25% to 9.50% interest | — | — | — | $193K | 0.6% | |
| Guaranteed Fixed Interest Fund IV Common collective trust N/A | — | — | — | $173K | 0.6% | |
| Fidelity Government Money Market N/A | — | — | — | $120K | 0.4% | |
| Wells Fargo Special Small Cap Value Fund N/A | — | — | — | $96K | 0.3% | |
| Fidelity Capital & Income N/A | — | — | — | $91K | 0.3% | |
| Fidelity Freedom 2015 N/A 761 * Fidelity Freedom 2020 N/A | — | — | — | $69K | 0.2% | |
| Fidelity Freedom Income N/A | — | — | — | $45K | 0.1% | |
| American Funds American Balanced Fund N/A | — | — | — | $24K | <0.1% | |
| American Funds Inflation Linked Bond Fund N/A | — | — | — | $19K | <0.1% | |
| Cohen & Steers Real Estate Securities Fund N/A | — | — | — | $19K | <0.1% | |
| Fidelity Freedom 2010 N/A | — | — | — | $13K | <0.1% | |
| AB Global Bond Fund N/A | — | — | — | $11K | <0.1% |
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