# Advance Resources, LLC DC Plan
Source: https://planprovider.pro/companies/advance-resources-llc-plan-001

> Advance Resources, LLC's DC plan: 106 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Advance Resources, LLC

- **Sponsor EIN:** 400019463

- **Sponsor Address:** 305 BUTLERTOWN RD, OAKDALE, CT, 06370

- **Plan Type:** DC

- **Total Participants:** 106

- **Total Assets:** $2.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|106|$2.5M|$462,519|$73,151|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ERICKSON DEMEL & ASSOCIATES, PLLC|Auditor|$14,000|—|$14,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ERICKSON DEMEL & ASSOCIATES, PLLC](https://planprovider.pro/provider/erickson-demel-and-associates-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $14,000

- **Estimated Expense Ratio:** 0.570% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$14,000|—|—|$14,000|—|

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