Plan Snapshot
- Plan Sponsor: National Resilience, INC.
- Sponsor EIN: 850788227
- Sponsor Address: 3115 MERRYFIELD ROW, SAN DIEGO, CA, 92121
- Plan Type: 401(k)
- Total Participants: 1,445
- Total Assets: $118.6M
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 | 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 |
|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES, INC. | Investment Advisor | $125,153 | — | $125,153 |
| T ROWE PRICE RPS INC | Other Service Provider | $110,704 | — | $110,704 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROYAL ALLIANCE ASSOCIATES, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $235,857
- Estimated Expense Ratio: 0.199% 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 | $236,136 | — | — | — | — |
| 2023 | $191,460 | — | — | — | — |
| 2022 | $106,540 | — | — | — | $32,998 |