Plan Snapshot
- Plan Sponsor: Resideo Technologies, INC.
- Sponsor EIN: 825318796
- Sponsor Address: 16100 N. 71ST STREET SUITE 550, SCOTTSDALE, AZ, 85254
- Plan Type: 401(k)
- Total Participants: 3,141
- Total Assets: $277.1M
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 | 3,141 | $277.1M | $17.4M | $26.5M |
| 2023 | 3,030 | $221.4M | $18.9M | $29.2M |
| 2022 | 3,658 | $154.8M | $14.9M | $28.8M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | $37,792 | — | $37,792 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,792
- Estimated Expense Ratio: 0.014% 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 | $277,034 | — | — | $37,792 | — |
| 2023 | $78,612 | — | — | $30,573 | — |
| 2022 | $62,583 | — | $28,884 | — | $33,699 |