# First Resources Corp. 403(b) Plan
Source: https://planprovider.pro/companies/first-resources-corp-403b-plan

> First Resources Corp.'s 403(b) plan: 336 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** First Resources Corp.

- **Sponsor EIN:** 421279294

- **Sponsor Address:** 710 GATEWAY DRIVE, OTTUMWA, IA, 52501

- **Plan Type:** 403(b)

- **Total Participants:** 336

- **Total Assets:** $2.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|336|$2.5M|$93,074|$137,990|

| 2023|312|$2.2M|$83,969|$126,336|

## 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|

| AMERICAN UNITED LIFE INSURANCE CO|NONE|$3,573|$12,361|$15,934|

| IRON HORSE WEALTH MGMT|NONE|$12,139|—|$12,139|

| ANDERSON LARKIN & CO. P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ANDERSON LARKIN & CO. P.C.](https://planprovider.pro/provider/anderson-larkin-and-co-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $28,073

- **Estimated Expense Ratio:** 1.132% 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|$15,562|$12,139|$3,423|—|—|

| 2023|$7,222|$5,217|$2,005|—|—|

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