How big is Resident Home, LLC's plan?

Resident Home, LLC's plan reported $11.8M in assets and 295 participants for 2024.

Original filing (PDF)20250918132305NAL0001471665001

Resident Home, LLC

Name: Resident Home, LLC — Resident Home, LLC 401(k) Plan, Form 5500 (2024)
Creator: Resident Home, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Resident Home, LLC 401(k) Plan

401(k) retirement plan · Resident Home, LLC's Resident Home, LLC 401(k) Plan held $11.8M in plan assets for 295 participants in 2024, with Fidelity as recordkeeper.

Active participants

295

Accounts w/ balance

197

Plan assets (EOY)

$11.8M

Net assets (EOY)

$11.8M

People on this filing

Maria Testani signed Resident Home, LLC's 2024 Form 5500 as plan administrator.

Maria Testani — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Resident Home, LLC's EIN is 85-4183974.

EIN 85-4183974

Plan number 001

Plan year 2024

ACK ID 20250918132305NAL0001471665001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Resident Home, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Resident Home, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RESIDENT HOME, LLC.

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Plan sponsor

Name

RESIDENT HOME, LLC

EIN

all filings

Address

100 LOGISTICS AVE. · JEFFERSONVILLE, IN · 47130

Phone

(661) 607-6617

Industry

Retail Trade

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

2025-09-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$27K	—

Investments

31 direct securities· $9.5M(81% of reported assets)

Mutual Funds

$6.2M

16 holdings

Common Collective Trusts

$2.9M

9 holdings

Other securities

$408K

6 holdings

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.9M	16.2%
Fidelity Freedom Index 2055 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$1.5M	12.6%
Fidelity Freedom Index 2035 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$1.1M	9.5%
Fidelity Freedom Index 2030 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$835K	7.1%
Fidelity Freedom Index 2045 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$778K	6.6%
Fidelity Freedom Index 2040 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$653K	5.5%
Fidelity Freedom Index 2060 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$468K	4.0%
Fidelity Large Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$394K	3.3%
Fidelity Freedom Index 2025 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$272K	2.3%
Fidelity Freedom Index 2065 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$238K	2.0%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$209K	1.8%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$197K	1.7%
JPMorgan International Equity Fund Class R6 Mutual Fund	Other securities	—	—	$138K	1.2%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$118K	1.0%
Columbia Dividend Income Fund Institutional 3 Class Mutual Fund	Other securities	—	—	$112K	1.0%
Money market fund * Fidelity Government Money Market Fund Class K6 Money Market Fund	Mutual Funds	—	—	$89K	0.7%
BlackRock Mid-Cap Growth Equity Portfolio Class K Mutual Fund	Other securities	—	—	$65K	0.6%
Fidelity Freedom Index Income Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$62K	0.5%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$53K	0.4%
American Century Small Cap Value Fund R6 Class Mutual Fund	Other securities	—	—	$49K	0.4%
Fidelity Freedom Index 2020 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$47K	0.4%
Lord Abbett Developing Growth Fund Class R6 Mutual Fund	Mutual Funds	—	—	$37K	0.3%
American Funds New World Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$37K	0.3%
American Funds Inflation Linked Bond Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$36K	0.3%
PGIM High Yield Fund Class R6 Mutual Fund	Other securities	—	—	$28K	0.2%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$22K	0.2%
DFA Investment Grade Portfolio Institutional Class Shares Mutual Fund	Mutual Funds	—	—	$18K	0.2%
MFS Mid Cap Value Fund Class R6 Mutual Fund	Mutual Funds	—	—	$17K	0.1%
Cohen & Steers Institutional Realty Shares Mutual Fund	Other securities	—	—	$15K	0.1%
Calvert US Large Cap Core Responsible Index Fund Class R6 Mutual Fund	Common Collective Trusts	—	—	$11K	<0.1%
Fidelity Emerging Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$8K	<0.1%