Adrian BUNN signed Resource Innovations, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Resource Innovations, Inc.'s EIN is 94-3342927.
Download the official 2024 Form 5500 (PDF) for Resource Innovations, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Resource Innovations, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $262 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE STREET S&P 500 IDX NL SF CL N STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $13.6M | 14.6% | |
| VANGUARD TARGET RETIREMENT 2050 | Mutual Funds | — | — | $10.4M | 11.2% | |
| VANGUARD TARGET RETIREMENT 2045 | Mutual Funds | — | — | $10.1M | 10.9% | |
| VANGUARD TARGET RETIREMENT 2040 | Mutual Funds | — | — | $9.2M | 9.9% | |
| VANGUARD TARGET RETIREMENT 2055 | Mutual Funds | — | — | $6.9M | 7.5% | |
| VANGUARD TARGET RETIREMENT 2030 | Mutual Funds | — | — | $6.4M | 6.8% | |
| VANGUARD TARGET RETIREMENT 2035 | Mutual Funds | — | — | $6.2M | 6.7% | |
| VANGUARD TARGET RETIREMENT 2025 | Mutual Funds | — | — | $5.2M | 5.7% | |
| Individually Directed Accounts | Other securities | — | — | $4.7M | 5.0% | |
| VANGUARD TARGET RETIREMENT 2060 | Mutual Funds | — | — | $3.4M | 3.6% | |
| VANGUARD TARGET RETIREMENT INCOME | Mutual Funds | — | — | $2.8M | 3.0% | |
| GALLIARD STABLE RETURN FUND C1 SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.7M | 2.9% | |
| NUVEEN INTERNATIONAL NUVEEN INTERNATIONAL EQ IDX R6 | Common Collective Trusts | — | — | $2.1M | 2.3% | |
| STATE STREET STATE ST RUSSELL SMMID INDX II | Other securities | — | — | $2.1M | 2.3% | |
| SS RUSL SML MD CAP SL SF CL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $2.1M | 2.3% | |
| VANGUARD TARGET RETIREMENT 2020 | Mutual Funds | — | — | $1.7M | 1.8% | |
| AMERICAN FUNDS AMERICAN FUNDS INTL GR&INC R6 | Mutual Funds | — | — | $988K | 1.1% | |
| STATE ST U.S. BOND IDX NL SF CL C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 178 | Common Collective Trust | — | — | $829K | 0.9% | |
| JANUS FUNDS JANUS HENDERSON ENTERPRISE I | Mutual Funds | — | — | $726K | 0.8% | |
| VANGUARD TARGET RETIREMENT 2065 | Mutual Funds | — | — | $645K | 0.7% | |
| dates through January 2030 | Other securities | — | — | $515K | 0.6% | |
| BLACKROCK HIGH YIELD BOND K | Other securities | — | — | $425K | 0.5% | |
| FEDERATED HERMES FEDERATED MDT SMCAP CORE INSTL | Other securities | — | — | $387K | 0.4% | |
| BLACKROCK TOTAL RETURN K | Other securities | — | — | $318K | 0.3% | |
| Registered Investment Companies ALLSPRING SPEC MID CAP VAL R6 | Other securities | — | — | $308K | 0.3% | |
| VANGUARD TARGET RETIREMENT 2070 | Mutual Funds | — | — | $208K | 0.2% | |
| STATE ST US PROTCT BND IDX II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 037 | Common Collective Trust | — | — | $63K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
