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J. D. RESLEY ASSOCIATES, INC. — J. D. RESLEY ASSOCIATES, INC. MONEY PURCHASE PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250501130140NAL0004845024001
J. D. RESLEY ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
J. D. RESLEY ASSOCIATES, INC. MONEY PURCHASE PLAN
Defined-contribution retirement plan
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
J. D. RESLEY ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
J. D. RESLEY ASSOCIATES, INC.
EIN
35-1970909
Address
8900 KEYSTONE XING SUITE 560 · INDIANAPOLIS, IN · 462407670
Phone
(317) 844-1049
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see 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
2025-05-01
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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