# Resultiv Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/insight-sourcing-group-inc-plan-001

> Resultiv Holdings, INC.'s 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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