Gary Weber signed Resourceful, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Resourceful, Inc.'s EIN is 46-4778685.
Download the official 2022 Form 5500 (PDF) for Resourceful, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Resourceful, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Company stock of Nyman Associates, Inc. Common Stock n/a | Common Stocks | — | — | $12.3M | 89.5% | |
| LINCOLN LIFE SEPERATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $1.5M | 10.5% | |
| State Street Small Cap Index Fund Mutual Fund n/a 345 * State Street Small/Mid Cap Equity Index Fund Mutual Fund n/a 705 * T Rowe Price 2040 Fund Mutual Fund n/a | Common Collective Trusts | — | — | $310K | 2.2% | |
| Federated Hermes Government Ultrashort Duration Fund Mutual Fund n/a | Other securities | — | — | $251K | 1.8% | |
| American Funds Growth America Fund Mutual Fund n/a | Mutual Funds | — | — | $123K | 0.9% | |
| Delaware Value Fund Mutual Fund n/a | Other securities | — | — | $119K | 0.9% | |
| T Rowe Price 2050 Fund Mutual Fund n/a | Mutual Funds | — | — | $102K | 0.7% | |
| Fidelity VIP Value Fund Mutual Fund n/a | Mutual Funds | — | — | $85K | 0.6% | |
| Vanguard Life Strategy Growth Fund Mutual Fund n/a | Mutual Funds | — | — | $58K | 0.4% | |
| Vanguard Life Strategy Moderate Growth Fund Mutual Fund n/a | Mutual Funds | — | — | $53K | 0.4% | |
| State Street S&P 500 Index Fund Mutual Fund n/a | Common Collective Trusts | — | — | $50K | 0.4% | |
| Blackrock Advantage Large Cap Growth Fund Mutual Fund n/a | Other securities | — | — | $38K | 0.3% | |
| American Funds EuroPacific Growth Fund Mutual Fund n/a | Mutual Funds | — | — | $37K | 0.3% | |
| MFS VIT Utilities Series Fund Mutual Fund n/a | Mutual Funds | — | — | $36K | 0.3% | |
| Templeton Global Bond VIP Fund Mutual Fund n/a | Mutual Funds | — | — | $30K | 0.2% | |
| State Street Russell Large Cap Growth Index Fund Mutual Fund n/a | Common Collective Trusts | — | — | $26K | 0.2% | |
| State Street International Index Fund Mutual Fund n/a | Common Collective Trusts | — | — | $15K | 0.1% | |
| State Street Russ Large Cap Value Fund Mutual Fund n/a | Other securities | — | — | $14K | 0.1% | |
| Black Rock Energy Opportunities Fund Mutual Fund n/a | Other securities | — | — | $13K | <0.1% | |
| State Street S&P Mid Cap Index Fund Mutual Fund n/a | Common Collective Trusts | — | — | $11K | <0.1% | |
| Vanguard Life Strategy Income Fund Mutual Fund n/a | Mutual Funds | — | — | $10K | <0.1% | |
| Delaware Bond Fund Mutual Fund n/a | Other securities | — | — | $10K | <0.1% | |
| Blackrock Global Allocation Fund Mutual Fund n/a | Other securities | — | — | $9K | <0.1% | |
| Delaware LTD Term Diversified Fund Mutual Fund n/a | Common Stocks | — | — | $9K | <0.1% | |
| Franklin High Income Fund Mutual Fund n/a 838 * Invesco Developing Markets Fund Mutual Fund n/a | Mutual Funds | — | — | $8K | <0.1% | |
| Delaware Wealth Builder Fund Mutual Fund n/a | Other securities | — | — | $7K | <0.1% | |
| PIMCO Total Return Admin Fund Mutual Fund n/a 582 * State Street Bond Index Fund Mutual Fund n/a | U.S. Treasuries | — | — | $7K | <0.1% | |
| State Street Russ Small Cap Value Growth Index Fund Mutual Fund n/a | Common Collective Trusts | — | — | $7K | <0.1% | |
| LINCOLN FINANCIAL ADVISORS 1301 S HARRISON ST STE 150 | Other securities | — | — | $4K | <0.1% | |
| Policy or contract year: 01/01/2022 to 12/31/2022 Total amount of commissions paid: | Other securities | — | — | $4K | <0.1% | |
| JP Morgan Retirement Income Fund Mutual Fund n/a | Other securities | — | — | $3K | <0.1% | |
| American Funds Small Cap World Fund Mutual Fund n/a 805 * American Funds American High income Fund Mutual Fund n/a | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity VIP Mid Cap Fund Mutual Fund n/a | Mutual Funds | — | — | $2K | <0.1% | |
| Blackrock Real Estate Fund Mutual Fund n/a | Other securities | — | — | $2K | <0.1% | |
| State Street Russ Small Cap Value Index Fund Mutual Fund n/a | Common Collective Trusts | — | — | $2K | <0.1% | |
| American Funds Bond Fund of America Fund Mutual Fund n/a | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
