How big is Recovery Resources' plan?

Recovery Resources' plan reported $2.8M in assets and 87 participants for 2024.

Original filing (PDF)20251015185538NAL0011103170001

Recovery Resources

Name: Recovery Resources — 403(b) Thrift Plan for Recovery, Form 5500 (2024)
Creator: Recovery Resources
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan for Recovery Resources

401(k) retirement plan · Recovery Resources' 403(b) Thrift Plan for Recovery Resources held $2.8M in plan assets for 87 participants in 2024, with Empower as recordkeeper.

Signals · 2

86% employer stock~138 bps in Sched C fees

Active participants

Accounts w/ balance

127

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Seona Goerndt signed Recovery Resources' 2024 Form 5500 as plan administrator.

Seona Goerndt — 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

Recovery Resources' EIN is 34-1211116.

EIN 34-1211116

Plan number 003

Plan year 2024

ACK ID 20251015185538NAL0011103170001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Recovery Resources from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Recovery Resources' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RECOVERY RESOURCES.

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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

Above-average plan

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

Plan sponsor

Name

RECOVERY RESOURCES

EIN

all filings

Address

3950 CHESTER AVE. · CLEVELAND, OH · 44114

Phone

(216) 431-4131

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

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)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

CIUNI & PANICHI, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO OF AMERICA	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$27K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$242	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

27 direct securities· $2.8M(100% of reported assets)

Common Stocks

$2.4M

20 holdings

Mutual Funds

$267K

4 holdings

Stable Value

$68K

1 holding

Common Collective Trusts

$29K

1 holding

Bonds / Notes

$25K

1 holding

					% of plan
JPMorgan Smartretirement Blend 2025 R6 Registered Investment Company	Common Stocks	—	—	$612K	21.6%
JPMorgan Smartretirement Blend 2030 R6 Registered Investment Company	Common Stocks	—	—	$533K	18.8%
JPMorgan Smartretirement Blend 2055 R6 Registered Investment Company	Common Stocks	—	—	$311K	11.0%
JPMorgan Smartretirement Blend 2045 R6 Registered Investment Company	Common Stocks	—	—	$237K	8.4%
JPMorgan Smartretirement Blend 2035 R6 Registered Investment Company	Common Stocks	—	—	$221K	7.8%
JPMorgan Smartretirement Blend 2050 R6 Registered Investment Company	Common Stocks	—	—	$186K	6.6%
JPMorgan Smartretirement Blend 2040 R6 Registered Investment Company	Common Stocks	—	—	$176K	6.2%
Vanguard Large Cap Index Adm Registered Investment Company	Mutual Funds	—	—	$172K	6.1%
Mass Mutual Guaranteed Interest Fund Guaranteed Investment Contract	Stable Value	—	—	$68K	2.4%
JPMorgan Smartretirement Blend Inc R6 Registered Investment Company	Common Stocks	—	—	$63K	2.2%
Vanguard Developed Markets Index Admiral Registered Investment Company	Mutual Funds	—	—	$62K	2.2%
Vanguard Small Cap Index Adm Registered Investment Company	Mutual Funds	—	—	$32K	1.1%
Nuveen Mid Cap Value Fund I Registered Investment Company 745 Vanguard Mid Cap Index Fund - Admiral Registered Investment Company	Common Collective Trusts	—	—	$29K	1.0%
Participant loans Notes receivable from participants Interest rates : 4.25% to 9.50% (Cost $0)	Bonds / Notes	—	—	$25K	0.9%
JPMorgan Smartretirement Blend 2020 R6 Registered Investment Company	Common Stocks	—	—	$24K	0.8%
JPMorgan Smartretirement Blend 2060 R6 Registered Investment Company	Common Stocks	—	—	$22K	0.8%
American Century Emerging Markets R6 Registered Investment Company	Common Stocks	—	—	$15K	0.5%
iShares U.S. Aggregate Bond Index K Registered Investment Company	Common Stocks	—	—	$12K	0.4%
JPMorgan Large Cap Value R6 Registered Investment Company	Common Stocks	—	—	$6K	0.2%
PGIM High-Yield R6 Registered Investment Company 611 JPMorgan SmartRetirement Blend 2065 R6 Registered Investment Company	Common Stocks	—	—	$5K	0.2%
Federated Hermes MDT Small Cap Growth Registered Investment Company 383 JPMorgan Small Cap Value R6 Registered Investment Company	Common Stocks	—	—	$4K	0.1%
MassMutual 80/20 Allocation I Registered Investment Company	Common Stocks	—	—	$4K	0.1%
Cohen & Steers Real Estate Securities Registered Investment Company	Common Stocks	—	—	$3K	0.1%
MassMutual Blue Chip Growth I Registered Investment Company	Common Stocks	—	—	$3K	<0.1%
Carillon Eagle Mid Cap Growth R6 Registered Investment Company	Common Stocks	—	—	$1K	<0.1%
Goldman Sachs Intl Eq Insights R6 Registered Investment Company	Common Stocks	—	—	$1K	<0.1%
Pimco Real Return Instl Registered Investment Company	Mutual Funds	—	—	$1K	<0.1%