How big is Resource International, Inc.'s plan?

Resource International, Inc.'s plan reported $23.5M in assets and 167 participants for 2024.

Original filing (PDF)20251013080039NAL0001492288001

Resource International, Inc.

Name: Resource International, Inc. — Resource Internationa, Form 5500 (2024)
Creator: Resource International, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Resource International, Inc. Savings & Investment 401(k) Plan

401(k) retirement plan · Resource International, Inc.'s Resource International, Inc. Savings & Investment 401(k) Plan held $23.5M in plan assets for 167 participants in 2024, with Transamerica as recordkeeper.

Signals · 1

27% in single holding

Active participants

167

Accounts w/ balance

154

Plan assets (EOY)

$23.5M

Net assets (EOY)

$23.4M

People on this filing

Robyn Daughtrey signed Resource International, Inc.'s 2024 Form 5500 as plan administrator.

Robyn Daughtrey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Resource International, Inc.'s EIN is 31-0669793.

EIN 31-0669793

Plan number 004

Plan year 2024

ACK ID 20251013080039NAL0001492288001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Resource International, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Resource International, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

High average account balance (90th percentile).

Plan sponsor

Name

RESOURCE INTERNATIONAL, INC.

EIN

all filings

Address

6350 PRESIDENTIAL GATEWAY · COLUMBUS, OH · 43231

Phone

(614) 823-4949

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$25K	—
TRANSAMERICA TRUST COMPANY	42-0947998	—	TRUSTEE	$167	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
BANK OF AMERICA

Investments

27 direct securities· $23.5M(100% of reported assets)

Mutual Funds

$9.8M

20 holdings

Other securities

$8.4M

4 holdings

Common Collective Trusts

$4.3M

1 holding

Stable Value

$895K

1 holding

Bonds / Notes

$107K

1 holding

					% of plan
JPMorgan Large Cap Growth R6 N/A	Other securities	—	—	$6.4M	27.4%
Fidelity 500 Index N/A	Common Collective Trusts	—	—	$4.3M	18.2%
Vanguard Total World Stock Index Admiral N/A	Mutual Funds	—	—	$2.4M	10.3%
Vanguard Wellington Adm N/A	Mutual Funds	—	—	$1.4M	6.0%
American Funds American Funds SMALLCAP World R6 N/A	Mutual Funds	—	—	$1.4M	5.9%
Allspring Core Plus Bond R6 N/A	Other securities	—	—	$934K	4.0%
Transamerica Stable Value Core Account N/A	Stable Value	—	—	$895K	3.8%
BlackRock Mid-Cap Value Instl N/A	Other securities	—	—	$831K	3.5%
American Funds American Funds Capital Inc Bldr R6 N/A	Mutual Funds	—	—	$756K	3.2%
Vanguard Target Retirement 2040 Investor N/A	Mutual Funds	—	—	$632K	2.7%
Vanguard Target Retirement 2030 Investor N/A	Mutual Funds	—	—	$629K	2.7%
Vanguard Target Retirement 2050 Investor N/A	Mutual Funds	—	—	$556K	2.4%
Vanguard Target Retirement 2055 Investor N/A	Mutual Funds	—	—	$335K	1.4%
Vanguard Target Retirement 2035 Investor N/A	Mutual Funds	—	—	$278K	1.2%
PIMCO StocksPLUS International (Hedged) I N/A	Mutual Funds	—	—	$238K	1.0%
Hartford Dividend and Growth R6 N/A	Other securities	—	—	$232K	1.0%
Invesco Small Cap Value R6 N/A	Mutual Funds	—	—	$180K	0.8%
Vanguard Target Retirement 2045 Investor N/A	Mutual Funds	—	—	$177K	0.8%
American Funds American Funds New World R6 N/A	Mutual Funds	—	—	$176K	0.8%
Vanguard Target Retirement 2060 Investor N/A	Mutual Funds	—	—	$167K	0.7%
Vanguard International Growth Admiral N/A	Mutual Funds	—	—	$158K	0.7%
Participant Loans Interest rates range from 3.25% to 8.50% -0-	Bonds / Notes	—	—	$107K	0.5%
Invesco Discovery R6 N/A	Mutual Funds	—	—	$107K	0.5%
Vanguard Target Retirement 2065 Investor N/A	Mutual Funds	—	—	$54K	0.2%
Vanguard Target Retirement 2025 Investor N/A	Mutual Funds	—	—	$32K	0.1%
Vanguard Target Retirement Income Invest N/A	Mutual Funds	—	—	$31K	0.1%
Vanguard Target Retirement 2020 Investor N/A	Mutual Funds	—	—	$24K	0.1%