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Original filing (PDF)20250930130029NAL0012277025001
RESOURCE MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
RESOURCE MANAGEMENT, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
8,608
Accounts w/ balance
6,832
Plan assets (EOY)
$297.6M
Net assets (EOY)
$297.5M
How this plan invests
This plan
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 54 bps in Schedule C fees — 439% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESOURCE MANAGEMENT, INC..
Plan sponsor
Name
RESOURCE MANAGEMENT, INC.
EIN
87-0499948
Address
510 SOUTH 200 WEST · SALT LAKE CITY, UT · 84101
Phone
(801) 355-0200
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
UNITED 401(K) PLANS, INC.
EIN
20-5321813
City
MURRAY, UT
Phone
(801) 746-0595
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2A · Age/service weighted or new comparability
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)
2V · PEO multiple-employer plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HBME, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | ADVISOR | $427K | — |
| UMA FINANCIAL SERVICES | — | MURRAY, UT | ADVISOR | $19K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED 401(K) PLANS, INC. | 20-5321813 | — | CONTRACT ADMINISTRATOR | $1.2M | — |
Investments
44 direct securities· $241.5M(81% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY FREEDOM INDEX 2030 FIDELITY 0 | — | — | — | $21.6M | 7.3% | |
| FIDELITY FREEDOM INDEX 2045 FIDELITY 0 | — | — | — | $20.8M | 7.0% | |
| FIDELITY FREEDOM INDEX 2035 FIDELITY 0 | — | — | — | $20.6M | 6.9% | |
| FIDELITY FREEDOM INDEX 2040 FIDELITY 0 | — | — | — | $20.0M | 6.7% | |
| FIDELITY FREEDOM INDEX 2050 FIDELITY 0 | — | — | — | $17.4M | 5.8% | |
| FIDELITY 500 INDEX FUND FIDELITY 0 | — | — | — | $15.1M | 5.1% | |
| FIDELITY FREEDOM INDEX 2025 FIDELITY 0 | — | — | — | $13.2M | 4.4% | |
| FIDELITY FREEDOM INDEX 2055 FIDELITY 0 | — | — | — | $12.8M | 4.3% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 AMERICAN FUNDS 0 | — | — | — | $12.7M | 4.3% | |
| AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS R-6 AMERICAN FUNDS 0 | — | — | — | $11.2M | 3.8% | |
| FIDELITY FREEDOM INDEX 2020 FIDELITY 0 | — | — | — | $7.8M | 2.6% | |
| VANGUARD TOTAL STOCK MKT IDX ADM VANGUARD 0 | — | — | — | $6.1M | 2.0% | |
| FIDELITY FREEDOM INDEX 2060 FIDELITY 0 | — | — | — | $6.1M | 2.0% | |
| USAA NASDAQ 100 INDX R6 USAA 0 | — | — | — | $5.8M | 1.9% | |
| VANGUARD INFORMATION TECHNOLOGY IDX ADM VANGUARD 0 | — | — | — | $5.3M | 1.8% | |
| AMERIPRSE TR COLL INVT TR STABLE CAP FD A AMERIPRSE 0 | — | — | — | $4.6M | 1.5% | |
| AMERICAN FUNDS GROWTH PORTFOLIO R6 AMERICAN FUNDS 0 | — | — | — | $4.0M | 1.3% | |
| AMERICAN FUNDS BOND FUND OF AMER R6 AMERICAN FUNDS 0 | — | — | — | $3.3M | 1.1% | |
| Participant Loan Loans 0 | — | — | — | $3.2M | 1.1% | |
| VANGUARD MID CAP INDEX ADM VANGUARD 0 | — | — | — | $2.8M | 1.0% | |
| VANGUARD SMALL CAP INDEX ADM VANGUARD 0 | — | — | — | $2.7M | 0.9% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R6 AMERICAN FUNDS 0 | — | — | — | $2.6M | 0.9% | |
| VANGUARD INTERNATIONAL GROWTH ADM VANGUARD 0 | — | — | — | $1.8M | 0.6% | |
| FIDELITY FREEDOM INDEX INC FIDELITY 0 | — | — | — | $1.7M | 0.6% | |
| FIDELITY FREEDOM INDEX 2015 FIDELITY 0 | — | — | — | $1.6M | 0.5% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL VANGUARD 0 | — | — | — | $1.5M | 0.5% | |
| AMERICAN FUNDS INCOME PORTFOLIO R6 AMERICAN FUNDS 0 | — | — | — | $1.4M | 0.5% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 AMERICAN FUNDS 0 | — | — | — | $1.3M | 0.4% | |
| FIDELITY FREEDOM INDEX 2065 FIDELITY 0 | — | — | — | $1.3M | 0.4% | |
| AMERICAN FUNDS AMERICAN MUTUAL R6 AMERICAN FUNDS 0 | — | — | — | $1.3M | 0.4% | |
| VANGUARD SPECIALIZED FD VANGUARD REAL ESTATE INDEX ADMIRAL VANGUARD 0 | — | — | — | $1.2M | 0.4% | |
| VANGUARD HEALTH CARE INDEX ADM VANGUARD 0 | — | — | — | $1.2M | 0.4% | |
| VANGUARD ENERGY INDEX ADM VANGUARD 0 | — | — | — | $1.2M | 0.4% | |
| VANGUARD MID-CAP VALUE INDEX ADMIRAL VANGUARD 0 | — | — | — | $1.1M | 0.4% | |
| VANGUARD EXPLORER ADM VANGUARD 0 | — | — | — | $823K | 0.3% | |
| FRANKLIN SMALL-MID CAP GROWTH R6 FRANKLIN 0 | — | — | — | $786K | 0.3% | |
| AMERICAN FUNDS NEW WORLD R6 AMERICAN FUNDS 0 | — | — | — | $760K | 0.3% | |
| VANGUARD SMALL CAP VALUE INDEX ADMIRAL VANGUARD 0 | — | — | — | $744K | 0.2% | |
| VANGUARD DEVELOPED MARKETS IDX ADMIRAL VANGUARD 0 | — | — | — | $549K | 0.2% | |
| PRUDENTIAL HIGH-YIELD Z PRUDENTIAL 0 | — | — | — | $503K | 0.2% | |
| VANGUARD FINANCIALS INDEX ADM VANGUARD 0 | — | — | — | $458K | 0.2% | |
| AMERICAN FUNDS CAPITAL WORLD BOND R6 AMERICAN FUNDS 0 | — | — | — | $327K | 0.1% | |
| VANGUARD UTILITIES INDEX ADM VANGUARD 0 | — | — | — | $298K | 0.1% | |
| Interest-bearing cash Fixed Annuities 0 | — | — | — | $16K | <0.1% |
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