Mary Knoll signed Resource Management Systems, I's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Resource Management Systems, I's EIN is 84-1041477.
Download the official 2023 Form 5500 (PDF) for Resource Management Systems, I from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Resource Management Systems, I's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMA WEALTH INC | — | WICHITA, KS | INVESTMENT ADVISORY | $29K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $1.3M | 14.7% | |
| Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $1.0M | 12.2% | |
| Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $1.0M | 11.8% | |
| Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $893K | 10.5% | |
| Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $645K | 7.6% | |
| Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $602K | 7.1% | |
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $564K | 6.6% | |
| T. Rowe Price Capital Appreciation Fund | Other securities | — | — | $420K | 4.9% | |
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $371K | 4.4% | |
| Fidelity Blue Chip Growth K6 | Mutual Funds | — | — | $333K | 3.9% | |
| T. Rowe Price New Horizons Fund | Other securities | — | — | $320K | 3.8% | |
| Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $186K | 2.2% | |
| AB Small Cap Growth Fund | Other securities | — | — | $181K | 2.1% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $159K | 1.9% | |
| Vanguard Equity-Income Admiral Fund | Mutual Funds | — | — | $135K | 1.6% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $106K | 1.3% | |
| Metropolitan West Total Return Bond Fund | Other securities | — | — | $61K | 0.7% | |
| INTERNATIONAL GROWTH FUND II FEE R1 WILMINGTON TRUST · EIN 38-4139842 / PN 001 | Common Collective Trust | — | — | $39K | 0.5% | |
| Fidelity Freedom Index Inc. Fund | Mutual Funds | — | — | $36K | 0.4% | |
| Charles Schwab PCRA Self-Directed Brokerage | Self-Directed Brokerage | — | — | $20K | 0.2% | |
| Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $14K | 0.2% | |
| Vanguard Real Estate Index Admiral Fund | Mutual Funds | — | — | $13K | 0.2% | |
| Vanguard Mid Cap Index Admiral Fund | Mutual Funds | — | — | $12K | 0.1% | |
| JP Morgan Government Bond Fund | U.S. Treasuries | — | — | $5K | <0.1% | |
| Goldman Sachs Small Cap Value Insights Fund | Other securities | — | — | $2K | <0.1% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $2K | <0.1% | |
| Fidelity Freedom Index 2010 Fund ** 430 Fidelity Freedom Index 2015 Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
