# Equity Resources, INC 401(k) Plan
Source: https://planprovider.pro/companies/equity-resources-inc-401k-plan

> Equity Resources, INC's 401(k) plan: 191 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Equity Resources, INC

- **Sponsor EIN:** 311401378

- **Sponsor Address:** 25 1/2 S PARK PLACE, NEWARK, OH, 43055

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

- **Total Participants:** 191

- **Total Assets:** $23.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|191|$23.3M|$0|$1.3M|

| 2023|209|$21.2M|$0|$1.2M|

| 2022|247|$19.1M|$549,835|$1.6M|

## 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|

| RICHEY MAY & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RICHEY MAY & CO.](https://planprovider.pro/provider/retirement-plan-consultants) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$84,075|$530|—|—|—|

| 2023|$104,361|—|—|—|—|

| 2022|$106,185|—|—|—|$106,185|

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