# Employers Resource 401(k) Plan
Source: https://planprovider.pro/companies/employers-resource-401k-plan

> Employers Resource's 401(k) plan: 920 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Employers Resource

- **Sponsor EIN:** 330688056

- **Sponsor Address:** 570 RANCHEROS DRIVE, SAN MARCOS, CA, 92069

- **Plan Type:** 401(k)

- **Total Participants:** 920

- **Total Assets:** $19.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|920|$19.3M|$409,660|$1.7M|

| 2023|572|$16.0M|$351,703|$1.5M|

| 2022|680|$13.2M|$357,526|$1.5M|

## 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|

| TRANSAMERICA FINANCIAL LIFE INS CO|RECORDKEEPER|$114,575|—|$114,575|

| NFP RETIREMENT INC|INVESTMENT ADVISORY- PLAN|$43,861|—|$43,861|

| FARBER HASS HURLEY LLP|AUDIT|$40,000|—|$40,000|

### Verified Provider Profiles

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

- [TRANSAMERICA FINANCIAL LIFE INS CO](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [NFP RETIREMENT INC](https://planprovider.pro/provider/accelerate-retirement) — INVESTMENT ADVISORY- PLAN

- [FARBER HASS HURLEY LLP](https://planprovider.pro/provider/farber-hass-hurley-llp) — AUDIT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $198,436

- **Estimated Expense Ratio:** 1.027% 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|$198,436|$43,861|—|$40,000|—|

| 2023|$143,120|$28,573|—|$18,500|—|

| 2022|$134,677|$33,244|—|—|$18,500|

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