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Original filing (PDF)20250922101013NAL0002088099001
RESOURCES CONNECTION LLC D/B/A RESOURCES GLOBAL PROFESSIONALS
Form 5500
FILING_RECEIVED
RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
2,094
Accounts w/ balance
2,981
Plan assets (EOY)
$493.7M
Net assets (EOY)
$493.6M
How this plan invests
This plan
14 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESOURCES CONNECTION LLC D/B/A RESOURCES GLOBAL PROFESSIONALS.
Plan sponsor
Name
RESOURCES CONNECTION LLC D/B/A RESOURCES GLOBAL PROFESSIONALS
EIN
51-0377920
Address
15950 NORTH DALLAS PARKWAY · SUITE 330 · DALLAS, TX · 75248
Phone
(214) 777-0600
Industry
Admin Support & Waste Mgmtsee 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
2025-09-22
Pension benefit codes
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
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
FARBER HASS HURLEY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $77K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOCUS OPERATING, LLC | 20-8161914 | — | INVESTMENT ADVISOR | $89K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $22K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FARBER HASS HURLEY LLP | 20-4207759 | — | AUDITOR | $26K | — |
Investments
32 direct securities · 14 pooled funds· $514.4M(100% of reported assets)
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.
Uncategorized
$462.4M
32 holdings
Pooled Separate Account
$27.7M
1 holding
Common Collective Trust
$24.3M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Mgmt. Trust Company Vanguard Inst'l Index | — | — | — | $89.8M | 18.2% | |
| Fidelity Mgmt. Trust Company JP Morgan Large Cap Growth | — | — | — | $74.4M | 15.1% | |
| Fidelity Mgmt. Trust Company American Funds Balanced | — | — | — | $37.8M | 7.7% | |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $27.7M | 5.6% | |
| Fidelity Mgmt. Trust Company Vanguard Mid Cap Index Inst | — | — | — | $23.9M | 4.8% | |
| Fidelity Mgmt. Trust Company Dodge & Cox Income X | — | — | — | $23.1M | 4.7% | |
| Fidelity Mgmt. Trust Company Vanguard Equity Income Adm | — | — | — | $22.1M | 4.5% | |
| Fidelity Mgmt. Trust Company American Funds Europacific Growth | — | — | — | $20.7M | 4.2% | |
| Fidelity Mgmt. Trust Company Vanguard Total Int Stock Index | — | — | — | $20.3M | 4.1% | |
| Fidelity Mgmt. Trust Company Vanguard Small Cap Index Inst | — | — | — | $16.8M | 3.4% | |
| Fidelity Mgmt. Trust Company T. Rowe Price New Horizons | — | — | — | $16.0M | 3.2% | |
| Fidelity Mgmt. Trust Company T. Rowe Price Mid Cap Growth | — | — | — | $15.5M | 3.1% | |
| Interest bearing cash - * Fidelity Mgmt. Trust Company Vanguard VMMR-Fed Money Market | — | — | — | $15.0M | 3.0% | |
| Fidelity Mgmt. Trust Company American Funds Washington Mutual Inv | — | — | — | $14.3M | 2.9% | |
| Fidelity Mgmt. Trust Company Invesco Int'l Small Mid Cap Co | — | — | — | $13.1M | 2.6% | |
| Fidelity Mgmt. Trust Company All Spring Special Mid Cap Value | — | — | — | $10.4M | 2.1% | |
| Fidelity Mgmt. Trust Company Vanguard Total Bond Market Inst | — | — | — | $9.0M | 1.8% | |
| Fidelity Mgmt. Trust Company T Rowe Price Retirement 2030 | — | — | — | $6.2M | 1.3% | |
| TRP RETIRE 2030 B T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $6.2M | 1.3% | |
| Fidelity Mgmt. Trust Company T Rowe Price Retirement 2040 | — | — | — | $5.8M | 1.2% | |
| TRP RETIRE 2040 B T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $5.8M | 1.2% | |
| Fidelity Mgmt. Trust Company NYLI MacKay High Yield Corporate Bond | — | — | — | $5.2M | 1.1% | |
| Fidelity Mgmt. Trust Company Fidelity Small Cap Growth | — | — | — | $3.8M | 0.8% | |
| Fidelity Mgmt. Trust Company T Rowe Price Retirement 2035 | — | — | — | $3.6M | 0.7% | |
| TRP RETIRE 2035 B T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $3.6M | 0.7% | |
| Fidelity Mgmt. Trust Company ABF Small Cap Value | — | — | — | $3.0M | 0.6% | |
| Fidelity Mgmt. Trust Company Dodge & Cox Income Stock X | — | — | — | $2.5M | 0.5% | |
| Fidelity Mgmt. Trust Company T Rowe Price Retirement 2025 | — | — | — | $1.7M | 0.3% | |
| TRP RETIRE 2025 B T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.3% | |
| Fidelity Mgmt. Trust Company T Rowe Price Retirement 2060 | — | — | — | $1.6M | 0.3% | |
| TRP RETIRE 2060 B T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.3% | |
| Fidelity Mgmt. Trust Company T Rowe Price Retirement 2045 | — | — | — | $1.6M | 0.3% | |
| TRP RETIRE 2045 B T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.3% | |
| Fidelity Mgmt. Trust Company T Rowe Price Retirement 2050 | — | — | — | $1.5M | 0.3% | |
| TRP RETIRE 2050 B T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.3% | |
| Investments - Mutual funds * Fidelity Mgmt. Trust Company American Century Government Bond | — | — | — | $1.5M | 0.3% | |
| Fidelity Mgmt. Trust Company T Rowe Price Retirement 2055 | — | — | — | $1.4M | 0.3% | |
| TRP RETIRE 2055 B T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.3% | |
| Fidelity Mgmt. Trust Company T Rowe Price Retirement 2065 | — | — | — | $257K | <0.1% | |
| TRP RETIRE 2065 B T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $257K | <0.1% | |
| Fidelity Mgmt. Trust Company T Rowe Price Retirement 2020 | — | — | — | $216K | <0.1% | |
| TRP RETIRE 2020 B T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $216K | <0.1% | |
| Investments - CCTs * Fidelity Mgmt. Trust Company T Rowe Price Retirement 2005 ** 960 * Fidelity Mgmt. Trust Company T Rowe Price Retirement 2010 ** 919 * Fidelity Mgmt. Trust Company T Rowe Price Retirement 2015 | — | — | — | $166K | <0.1% | |
| TRP RETIRE 2015 B T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $166K | <0.1% | |
| TRP RETIRE 2005 B T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $960 | <0.1% | |
| TRP RETIRE 2010 B T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $919 | <0.1% |
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