Plan Snapshot
- Plan Sponsor: Resultiv Holdings, INC.
- Sponsor EIN: 550793869
- Sponsor Address: 100 N. MAIN STREET, ALPHARETTA, GA, 30009
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $17.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4 | $17.4M | $210,922 | $599,623 |
| 2023 | 282 | $29.8M | $1.0M | $3.6M |
| 2022 | 254 | $22.8M | $730,220 | $2.8M |
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 |
|---|---|---|---|---|
| LOREN D. STARK COMPANY | THIRD PARTY ADMIN | — | $12,560 | $12,560 |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | SERVICE PROVIDER | $11,282 | — | $11,282 |
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,842
- Estimated Expense Ratio: 0.137% 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 | $22,282 | — | $22,282 | — | — |
| 2023 | $16,510 | — | $16,510 | — | — |
| 2022 | $13,761 | — | $13,761 | — | — |