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Original filing (PDF)20250925140943NAL0012289474001
RESOLUTE INDUSTRIAL, LLC
Form 5500
FILING_RECEIVED
RESOLUTE INDUSTRIAL, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
314
Accounts w/ balance
219
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Vendor stack
80
Participation health
80
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- 70% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESOLUTE INDUSTRIAL, LLC.
Plan sponsor
Name
RESOLUTE INDUSTRIAL, LLC
EIN
47-5079739
Address
298 W MESSNER DRIVE · WHEELING, IL · 60090
Phone
(800) 537-9675
Industry
Real Estatesee 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
2025-09-25
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OLD NATIONAL BANK | — | JOLIET, IL | NONE | $56K | — |
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $8K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
33 direct securities· $17.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund N/R | — | — | — | $2.6M | 14.4% | |
| T. Rowe T. Rowe Price Retirement 2020 Fund I N/R | — | — | — | $2.4M | 13.3% | |
| Vanguard Growth Index Fund ADM N/R | — | — | — | $2.0M | 11.0% | |
| T. Rowe T. Rowe Price Retirement 2040 Fund I N/R | — | — | — | $1.6M | 9.0% | |
| T. Rowe T RowePrice Retire 2040 I N/R | — | — | — | $1.2M | 6.5% | |
| Vanguard Small Cap Fund I N/R | — | — | — | $881K | 5.0% | |
| Vanguard Mid Cap Index Fund ADM N/R | — | — | — | $864K | 4.9% | |
| Vanguard Equity Income Fund Admiral Shares N/R | — | — | — | $673K | 3.8% | |
| T. Rowe T. Rowe Price Retirement 2060 Fund I N/R | — | — | — | $641K | 3.6% | |
| Schwab Bank Savings Fund N/R | — | — | — | $634K | 3.6% | |
| Vanguard Mid Cap Growth Index ADM N/R | — | — | — | $500K | 2.8% | |
| Participant Loans Maturities varying from one to five years through $0 | — | — | — | $384K | 2.2% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fd Z N/R | — | — | — | $373K | 2.1% | |
| Spectrum Moderation Growth Allocation Fund I N/R | — | — | — | $353K | 2.0% | |
| Dodge & Cox Dodge & Cox Income Fund Class X N/R | — | — | — | $320K | 1.8% | |
| Federated Hermes Federated Hermes Institutional High Yield Bond Fund N/R | — | — | — | $310K | 1.7% | |
| T. Rowe T RowePrice Retire 2020 I N/R | — | — | — | $288K | 1.6% | |
| T. Rowe T RowePrice Retirement Bal CLI N/R | — | — | — | $249K | 1.4% | |
| DFA Global Equity Portfolio Institutional N/R | — | — | — | $243K | 1.4% | |
| MFS International Growth Fund Class R6 N/R | — | — | — | $237K | 1.3% | |
| Spectrum Moderate Allocation Fund I N/R | — | — | — | $180K | 1.0% | |
| Class R6 Fidelity Emerging Markets Fund - Class K N/R | — | — | — | $171K | 1.0% | |
| Allspring Special Mid Cap Val Fd R6 N/R 200 Fidelity International Index Fund N/R | — | — | — | $170K | 1.0% | |
| T. Rowe T RowePrice Retire 2035 I N/R | — | — | — | $152K | 0.9% | |
| Vanguard Short Term Investment Grade Fund ADM N/R | — | — | — | $124K | 0.7% | |
| Vanguard Inflation Protection Securities ADM N/R | — | — | — | $122K | 0.7% | |
| American Century American Century Small Cap Growth R6 N/R | — | — | — | $115K | 0.6% | |
| Fidelity Small Cap Value Fund N/R | — | — | — | $47K | 0.3% | |
| T. Rowe T RowePrice Retire 2025 I N/R | — | — | — | $46K | 0.3% | |
| Vanguard Long Term Treasury Index Fund ADM N/R | — | — | — | $18K | 0.1% | |
| T. Rowe T. Rowe Price Retirement Balanced Fund I N/R | — | — | — | $13K | <0.1% | |
| T. Rowe T. Rowe Price Retirement 2050 Fund I N/R | — | — | — | $11K | <0.1% | |
| T. Rowe T. Rowe Price Retirement 2030 Fund I N/R | — | — | — | $4K | <0.1% |
