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Original filing (PDF)20251015171115NAL0010789298001
RESOURCING EDGE I, LLC
Form 5500
FILING_RECEIVED
CBR MANAGEMENT SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 3
No auditor on file100% in single holdingNo recordkeeper disclosed
Active participants
1,733
Accounts w/ balance
1,030
Plan assets (EOY)
$45.3M
Net assets (EOY)
$45.1M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
78
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Top holding "[DFE: SEPARATE ACCOUNT D (no filing on disk)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESOURCING EDGE I, LLC.
Plan sponsor
Name
RESOURCING EDGE I, LLC
EIN
46-3045894
Address
1309 RIDGE RD · SUITE 200 · ROCKWALL, TX · 75087
Phone
(877) 703-8010
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2V · PEO multiple-employer plan
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED PLANNERS FINL SVCS OF AM | 86-0820414 | — | SERVICE PROVIDER | $55K | — |
| VOYA RETIREMENT ADVISORS LLC | 02-0488491 | — | SERVICE PROVIDER | $21K | — |
| BFSG, LLC | 20-8161914 | — | SERVICE PROVIDER | $21K | — |
| MORNING STAR | 36-3297908 | — | SERVICE PROVIDER | $0 | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
1 pooled fund· $44.3M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $44.3M | 97.9% |
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