Kamilla Fitch signed Resource Data, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Resource Data, Inc.'s EIN is 92-0131155.
Download the official 2024 Form 5500 (PDF) for Resource Data, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Resource Data, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHLAND CAPITAL ADVISORS LLC | 20-4284376 | — | NONE | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS, INC. | 91-2090931 | SEATTLE, WA | NONE | $26K | — |
| CHARLES SCHWAB TRUST BANK |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 42-1558009 |
| SAN FRANCISCO, CA |
| NONE |
| $12K |
| — |
| FIDUCIARY FINANCIAL GROUP LLC | 81-4266371 | — | NONE | $8K | — |
