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Original filing (PDF)20250728105842NAL0000705603001
COMRESOURCE, INC.
Form 5500
FILING_RECEIVED
COMRESOURCE, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
140
Accounts w/ balance
164
Plan assets (EOY)
$23.1M
Net assets (EOY)
$23.1M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMRESOURCE, INC..
Plan sponsor
Name
COMRESOURCE, INC.
EIN
31-1424933
Address
1159 DUBLIN ROAD · SUITE 200 · COLUMBUS, OH · 43215
Phone
(614) 221-6348
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
2025-07-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GBQ PARTNERS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGANSTANLEYSMITHBARNEYLLC | 20-8764829 | — | INVESTMENT ADVISOR | $44K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GBQ CONSULTING, LLC | 20-2122189 | — | ACCOUNTANT/AUDITOR | $13K | — |
Investments
38 direct securities · 1 pooled fund· $22.9M(99% 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
$22.4M
38 holdings
Common Collective Trust
$499K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fidelity 500 Index Fund | — | — | — | $2.4M | 10.4% | |
| Fidelity Management Trust Company Fidelity Freedom 2040 Z Fund | — | — | — | $2.0M | 8.7% | |
| Fidelity Management Trust Company Fidelity Freedom 2050 Z Fund | — | — | — | $1.6M | 6.8% | |
| Fidelity Management Trust Company Fidelity Freedom 2035 Z Fund | — | — | — | $1.5M | 6.7% | |
| Fidelity Management Trust Company MFS Growth Fund | — | — | — | $1.4M | 6.1% | |
| Fidelity Management Trust Company Fidelity Government Fund 43 * Fidelity Management Trust Company Fidelity Growth Opportunities Fund | — | — | — | $1.4M | 6.0% | |
| Fidelity Management Trust Company Fidelity Freedom 2030 Z Fund | — | — | — | $1.1M | 4.9% | |
| Fidelity Management Trust Company Fidelity Freedom 2020 Z Fund | — | — | — | $1.0M | 4.4% | |
| Fidelity Management Trust Company Fidelity Freedom 2025 Z Fund | — | — | — | $775K | 3.4% | |
| Fidelity Management Trust Company Fidelity Freedom 2055 Z Fund | — | — | — | $733K | 3.2% | |
| Fidelity Management Trust Company VRTS Mid-Cap Growth Fund | — | — | — | $683K | 3.0% | |
| Fidelity Management Trust Company MFS Aggressive Growth Allocation Fund | — | — | — | $639K | 2.8% | |
| Fidelity Management Trust Company Fidelity Balanced Fund | — | — | — | $613K | 2.7% | |
| Fidelity Management Trust Company VRTS Small-Cap Growth Fund | — | — | — | $581K | 2.5% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $499K | 2.2% | |
| Fidelity Management Trust Company Fidelity Freedom 2045 Z Fund | — | — | — | $484K | 2.1% | |
| Fidelity Management Trust Company Gabelli Small Cap Growth Fund | — | — | — | $466K | 2.0% | |
| Fidelity Management Trust Company Columbia Dividend Income Fund | — | — | — | $442K | 1.9% | |
| Fidelity Management Trust Company MFS International Intrinsic Value Fund | — | — | — | $438K | 1.9% | |
| Fidelity Management Trust Company PIF Real Estate Securities Fund | — | — | — | $425K | 1.8% | |
| Fidelity Management Trust Company Diamond Hill Select Fund | — | — | — | $396K | 1.7% | |
| Fidelity Management Trust Company American Century Small Cap Value Fund | — | — | — | $388K | 1.7% | |
| Fidelity Management Trust Company Touchstone Large Cap Focused Fund | — | — | — | $326K | 1.4% | |
| Fidelity Management Trust Company Blackrock High Yield Bond Fund | — | — | — | $325K | 1.4% | |
| Fidelity Management Trust Company Fidelity Freedom 2060 Z Fund | — | — | — | $314K | 1.4% | |
| Fidelity Management Trust Company Fidelity International Index Fund | — | — | — | $220K | 0.9% | |
| Fidelity Management Trust Company Victory Core Plus Intermediate Bond Fund | — | — | — | $196K | 0.8% | |
| Fidelity Management Trust Company LS Long Term Government Fund | — | — | — | $185K | 0.8% | |
| Fidelity Management Trust Company AF American Mutual Fund | — | — | — | $182K | 0.8% | |
| Fidelity Management Trust Company PIM Long-Term Bond Fund | — | — | — | $176K | 0.8% | |
| Fidelity Management Trust Company CB International Growth Fund | — | — | — | $174K | 0.8% | |
| Fidelity Management Trust Company PIMCO Income Fund | — | — | — | $155K | 0.7% | |
| Fidelity Management Trust Company AF New World Fund | — | — | — | $128K | 0.6% | |
| Fidelity Management Trust Company First Eagle Gold Fund | — | — | — | $113K | 0.5% | |
| Fidelity Management Trust Company Fidelity Freedom 2065 Z Fund | — | — | — | $110K | 0.5% | |
| Fidelity Management Trust Company Putnam Growth Opportunities Fund | — | — | — | $81K | 0.4% | |
| Fidelity Management Trust Company AF Moderate Growth & Income Fund | — | — | — | $70K | 0.3% | |
| Fidelity Management Trust Company MFS Growth Allocation Fund | — | — | — | $69K | 0.3% | |
| Fidelity Management Trust Company Fidelity Freedom 2015 Z Fund | — | — | — | $6K | <0.1% |
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