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Original filing (PDF)20251014064930NAL0003318960001

RESOURCE MANAGEMENT CONCEPTS, INC.

Form 5500
FILING_RECEIVED
RESOURCE MANAGEMENT CONCEPTS, INC 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
771
Accounts w/ balance
991
Plan assets (EOY)
$47.8M
Net assets (EOY)
$47.8M
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)
95
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
  • Top holding "[DFE: FA STABLE VALUE I (no filing on disk)]" is 100% of plan.
Helping the score
  • Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESOURCE MANAGEMENT CONCEPTS, INC..
Plan sponsor
Name
RESOURCE MANAGEMENT CONCEPTS, INC.
EIN
52-1874850
Address
46970 BRADLEY BLVD · SUITE B · LEXINGTON PARK, MD · 20653
Phone
(301) 862-7501
Industry
Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ASKEY, ASKEY & ASSOCIATES
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786RECORDKEEPER$8K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
GLOBAL RETIREMENT PARTNERS LLC47-1411118ADVISOR$41K
Accountant / Auditor
1
NameEINLocationRelationDirect compIndirect comp
ASKEY ASKEY & ASSOCIATES CPA LLC52-1999052ACCOUNTANT/AUDITOR$12K

Investments

1 pooled fund· $467K(1% 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.

PIInvestmentTypeShares / unitsCostCurrent value% of plan
FA STABLE VALUE I
FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026
Common Collective Trust
$467K1.0%

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