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Original filing (PDF)20251010155809NAL0008436769001
RESIDEO TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
RESIDEO TECHNOLOGIES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,141
Accounts w/ balance
3,535
Plan assets (EOY)
$277.1M
Net assets (EOY)
$277.1M
How this plan invests
This plan
11 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESIDEO TECHNOLOGIES, INC..
Plan sponsor
Name
RESIDEO TECHNOLOGIES, INC.
EIN
82-5318796
Address
16100 N. 71ST STREET SUITE 550 · SCOTTSDALE, AZ · 85254
Phone
(862) 242-1810
Industry
Wholesale Tradesee 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
2025-10-10
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVSMTS INST. OP. COMP LLC | 04-2647786 | — | NONE | $239K | — |
| CROWE LLP | 35-0921680 | — | NONE | $38K | — |
Investments
11 direct securities · 11 pooled funds· $277.1M(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.
Common Collective Trust
$154.2M
11 holdings
Uncategorized
$119.3M
10 holdings
Mutual Funds
$3.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Government Money Market Fund # 15 * Fidelity Investments 500 Index Fund # | — | — | — | $42.2M | 15.2% | |
| Vanguard Growth Index Inst # | — | — | — | $40.7M | 14.7% | |
| FREEDOM 2035 COMMINGLED POOL - CLAS FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $29.3M | 10.6% | |
| FREEDOM 2045 COMMINGLED POOL - CLAS FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $22.2M | 8.0% | |
| FREEDOM 2040 COMMINGLED POOL - CLAS FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $22.0M | 7.9% | |
| FREEDOM 2030 COMMINGLED POOL - CLAS FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $20.4M | 7.4% | |
| FREEDOM 2050 COMMINGLED POOL - CLAS FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $17.4M | 6.3% | |
| FREEDOM 2025 COMMINGLED POOL - CLAS FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $16.9M | 6.1% | |
| Vanguard Mid Cap Index Admiral # | — | — | — | $13.1M | 4.7% | |
| FREEDOM 2055 COMMINGLED POOL - CLAS FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $11.8M | 4.3% | |
| Fidelity Investments Government Money Market Fund- Class K6 # | — | — | — | $9.2M | 3.3% | |
| FREEDOM 2060 COMMINGLED POOL - CLAS FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $7.1M | 2.5% | |
| Fidelity Investments Total International Index Fund # | — | — | — | $4.9M | 1.8% | |
| FREEDOM 2020 COMMINGLED POOL - CLAS FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $4.5M | 1.6% | |
| Vanguard Value Index Admiral # | Mutual Funds | — | — | $3.6M | 1.3% | |
| Vanguard Total Bond Market Index Fund Admiral # | — | — | — | $3.3M | 1.2% | |
| Fidelity Investments Small Cap Index # | — | — | — | $2.6M | 0.9% | |
| FREEDOM 2065 COMMINGLED POOL - CLAS FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $2.0M | 0.7% | |
| DFA Global Real Estate Securities Portfolio # | — | — | — | $1.7M | 0.6% | |
| Fidelity Investments Inflation-Protected Bond Index Fund # | — | — | — | $1.5M | 0.5% | |
| FREEDOM INCOME COMMINGLED POOL - CL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $645K | 0.2% | |
| dates through June 2032 | — | — | — | $115K | <0.1% |
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