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Original filing (PDF)20251008144557NAL0005710881001
RESOURCE BANK
Form 5500
FILING_RECEIVED
RESOURCE BANK RETIREMENT PLAN
401(k) retirement plan
Active participants
155
Accounts w/ balance
201
Plan assets (EOY)
$12.2M
Net assets (EOY)
$12.2M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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 (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESOURCE BANK.
Plan sponsor
Name
RESOURCE BANK
EIN
72-1410047
Address
1598 OCHSNER BLVD. · COVINGTON, LA · 70433
Phone
(985) 234-0249
Industry
Commercial Banking· Finance & Insurancesee 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
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HANNIS T. BOURGEOIS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HASLAUER GROUP INC | 72-1487108 | KENNER, LA | TPA | $10K | — |
Investments
34 direct securities · 1 pooled fund· $21.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$11.9M
34 holdings
Pooled Separate Account
$10.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $10.0M | 81.6% | |
| Empower Vanguard 500 Index Adm | — | — | — | $2.0M | 16.1% | |
| Empower General Account | — | — | — | $1.4M | 11.4% | |
| Empower IndexSelect Moderate 2035 CL I | — | — | — | $964K | 7.9% | |
| Empower MassMutual Ble Chip Growth I | — | — | — | $896K | 7.3% | |
| Empower IndexSelect Moderate Retirement Fund CL I | — | — | — | $875K | 7.1% | |
| Empower IndexSelect Moderate 2045 CL I | — | — | — | $750K | 6.1% | |
| Empower Hartford Balanced Income R6 | — | — | — | $642K | 5.2% | |
| Empower Invesco Small Cap Growth R6 | — | — | — | $515K | 4.2% | |
| Empower IndexSelect Moderate 2055 CL I | — | — | — | $460K | 3.8% | |
| Empower MFS Value R6 | — | — | — | $386K | 3.2% | |
| Empower MassMutual Mid Cap Growth I | — | — | — | $322K | 2.6% | |
| Empower Participant Loans | — | — | — | $315K | 2.6% | |
| Empower Vanguard Small-Cap Index Adm | — | — | — | $302K | 2.5% | |
| Empower MassMutual Core Bond I | — | — | — | $272K | 2.2% | |
| Empower Allspring Special Mid Cap Value R6 | — | — | — | $269K | 2.2% | |
| Empower Schwab SDBA | — | — | — | $246K | 2.0% | |
| Empower MassMutual Global I | — | — | — | $244K | 2.0% | |
| Empower MassMutual High Yield I | — | — | — | $229K | 1.9% | |
| Empower IndexSelect Aggressive 2035 CL I | — | — | — | $186K | 1.5% | |
| Empower Templeton Foreign R6 | — | — | — | $166K | 1.4% | |
| Empower Invesco Real Estate R6 | — | — | — | $92K | 0.8% | |
| Empower Vanguard Total Bond Market Ind Adm | — | — | — | $82K | 0.7% | |
| Empower IndexSelect Aggressive Retire Fund CL I | — | — | — | $75K | 0.6% | |
| Empower MassMutual Overseas I | — | — | — | $49K | 0.4% | |
| Empower IndexSelect Conservative 2035 CL I | — | — | — | $44K | 0.4% | |
| Empower Vanguard Mid-Cap Index ADM | — | — | — | $44K | 0.4% | |
| Empower Vangaurd Total Intl Stock Index Adm | — | — | — | $37K | 0.3% | |
| Empower IndexSelect Conservative Ret Fund CL I | — | — | — | $33K | 0.3% | |
| Empower Invesco Gold & Special Minerals R6 | — | — | — | $28K | 0.2% | |
| Empower American Funds Capital Income Builder R6 | — | — | — | $19K | 0.2% | |
| Empower Allspring Special Small Cap Value R6 | — | — | — | $7K | <0.1% | |
| Empower IndexSelect Aggressive 2055 CL I | — | — | — | $5K | <0.1% | |
| Empower DFA Commodity Strategy Inst | — | — | — | $3K | <0.1% | |
| Empower IndexSelect Conservative 2055 CL I | — | — | — | $2K | <0.1% |