Plan Snapshot
- Plan Sponsor: Comresource, INC.
- Sponsor EIN: 311424933
- Sponsor Address: 1159 DUBLIN ROAD, COLUMBUS, OH, 43215
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $23.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 140 | $23.1M | $383,798 | $983,956 |
| 2023 | 128 | $20.4M | $399,948 | $964,786 |
| 2022 | 128 | $16.8M | $406,188 | $924,966 |
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 |
|---|---|---|---|---|
| MORGANSTANLEYSMITHBARNEYLLC | INVESTMENT ADVISOR | $43,794 | — | $43,794 |
| GBQ CONSULTING, LLC | ACCOUNTANT/AUDITOR | $12,800 | — | $12,800 |
| GBQ PARTNERS, LLC | Auditor | $12,800 | — | $12,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGANSTANLEYSMITHBARNEYLLC — INVESTMENT ADVISOR
- GBQ PARTNERS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,394
- Estimated Expense Ratio: 0.300% 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 | $41,628 | $43,794 | — | $12,800 | — |
| 2023 | $38,115 | — | — | $12,500 | — |
| 2022 | $40,558 | — | — | — | — |