Rosina Bugarin signed Resources Legacy Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Resources Legacy Fund's EIN is 95-4703838.
Download the official 2024 Form 5500 (PDF) for Resources Legacy Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Resources Legacy Fund's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | CONTRACT ADMINISTRATOR | $2K | — |
| FUTURE PLAN BY ASCENSUS | — | BRAINERD, MN | CONTRACT ADMINISTRATOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NEWPORT BEACH, CA |
| INVESTMENT ADVISORY |
| $53K |
| — |
