AMY Redwine signed Resource Acquisition & Managem's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Resource Acquisition & Managem's EIN is 59-3276048.
Download the official 2024 Form 5500 (PDF) for Resource Acquisition & Managem from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Resource Acquisition & Managem's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K GENERATION | 26-4477125 | ALTAMONTE SPRINGS, FL | CONTRACT ADMINISTRATOR | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Balanced Mutual Fund - | Mutual Funds | — | — | $439K | 26.6% | |
| Schwab Target 2045 Index Fund Mutual Fund - | Common Collective Trusts | — | — | $119K | 7.2% | |
| Fidelity 500 Index Mutual Fund - | Common Collective Trusts | — | — | $104K | 6.3% | |
| Schwab Target 2050 Index Fund Mutual Fund - | Common Collective Trusts | — | — | $91K | 5.5% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund - | Common Collective Trusts | — | — | $79K | 4.8% | |
| Schwab Target 2035 Index Fund Mutual Fund - | Common Collective Trusts | — | — | $74K | 4.5% | |
| Participant loans (notes receivable from participants) 9.50% - | Bonds / Notes | — | — | $69K | 4.1% | |
| Fidelity Blue Chip Growth Mutual Fund - | Mutual Funds | — | — | $54K | 3.3% | |
| Schwab Target 2060 Index Fund Mutual Fund - | Common Collective Trusts | — | — | $52K | 3.2% | |
| Schwab Target 2030 Index Fund Mutual Fund - | Common Collective Trusts | — | — | $42K | 2.5% | |
| Lord Abbett Convertible Fund Class R5 Mutual Fund - 8 Schwab MarketTrack Growth Portfolio Mutual Fund - | Mutual Funds | — | — | $38K | 2.3% | |
| Schwab Target 2055 Index Fund Mutual Fund - | Common Collective Trusts | — | — | $38K | 2.3% | |
| Schwab Target 2040 Index Fund Mutual Fund - | Common Collective Trusts | — | — | $32K | 1.9% | |
| Baird Core Plus Bond Fund Class Institutional Mutual Fund - | Other securities | — | — | $31K | 1.9% | |
| Fidelity Select Semiconductors Mutual Fund - | Mutual Funds | — | — | $27K | 1.6% | |
| Schwab Target 2025 Index Fund Mutual Fund - | Common Collective Trusts | — | — | $26K | 1.6% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund - | Common Collective Trusts | — | — | $22K | 1.3% | |
| Vanguard High-Yield Corporate Fund Admiral Shares Mutual Fund - | Mutual Funds | — | — | $21K | 1.3% | |
| Schwab MarketTrack Conservative Portfolio Mutual Fund - | Mutual Funds | — | — | $18K | 1.1% | |
| Fidelity Short-Term Bond Index Mutual Fund - | Mutual Funds | — | — | $15K | 0.9% | |
| Vanguard Inflation-Protected Securities Fund Inflation-Protected Securities Fund Mutual Fund - | Mutual Funds | — | — | $13K | 0.8% | |
| Fidelity Select Technology Mutual Fund - | Mutual Funds | — | — | $10K | 0.6% | |
| Invesco Equally-Weighted S&P 500 Fund Class Y Mutual Fund - | Common Collective Trusts | — | — | $8K | 0.5% | |
| Fidelity Emerging Markets Idx Mutual Fund - | Common Collective Trusts | — | — | $6K | 0.4% | |
| Federated Hermes International Leaders Fund Institutional Class Mutual Fund - | Other securities | — | — | $5K | 0.3% | |
| Neuberger Berman Real Estate Fund Class R6 Mutual Fund - 324 Victory Nasdaq 100 Index Fund R6 Shares Mutual Fund - | Common Collective Trusts | — | — | $4K | 0.2% | |
| Fidelity Select Utilities Mutual Fund - 354 Fidelity Select Industrials Mutual Fund - 366 Fidelity Select Financial Services Mutual Fund - 175 Fidelity Select Biotechnology Mutual Fund - 57 Fidelity Select Defense and Aerospace Mutual Fund - | Mutual Funds | — | — | $3K | 0.2% | |
| Vanguard FTSE All-World ex-US Index Fund Admiral Mutual Fund - | Common Collective Trusts | — | — | $3K | 0.2% | |
| Party-in-interest to the Plan (d) Department of Labor Regulation 2520.103-11(d) allows the exclusion of participant directed | Other securities | — | — | $3K | 0.2% | |
| Fidelity Select Healthcare Mutual Fund - | Mutual Funds | — | — | $2K | 0.1% | |
| Alger Small Cap Focus Fund Class Z Mutual Fund - 570 Alger Weatherbie Specialized Growth Fund Class Z Mutual Fund - | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
