Plan Snapshot
- Plan Sponsor: National Resilience, LLC
- Sponsor EIN: 850788227
- Sponsor Address: 10901 KENWOOD ROAD, BLUE ASH, OH, 45242
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,985
- Total Assets: $128.5M
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. |
|---|---|---|---|---|
| 2025 | 1,985 | $128.5M | $0 | $0 |
| 2024 | 1,445 | $118.6M | $10.4M | $15.2M |
| 2023 | 1,480 | $98.8M | $13.4M | $18.1M |
| 2022 | 1,342 | $60.1M | $10.4M | $15.1M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | Other Service Provider | $127,686 | — | $127,686 |
| ROYAL ALLIANCE ASSOCIATES, INC. | Other Service Provider | $119,302 | — | $119,302 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $246,988
- Estimated Expense Ratio: 0.192% 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 |
|---|---|---|---|---|---|
| 2025 | $32,008,673 | — | — | — | — |
| 2024 | $236,136 | — | — | — | — |
| 2023 | $191,460 | — | — | — | — |
| 2022 | $106,540 | — | — | — | $32,998 |