Plan Snapshot
- Plan Sponsor: Resideo Technologies, INC.
- Sponsor EIN: 825318796
- Sponsor Address: 16100 N. 71ST STREET SUITE 550, SCOTTSDALE, AZ, 85254
- Plan Type: DB
- Total Participants: 689
- Total Assets: $187.7M
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 | 689 | $187.7M | $7.0M | $0 |
| 2023 | 842 | $197.0M | $0 | $0 |
| 2022 | 1,063 | $262.7M | $0 | $0 |
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 | $43,567 | — | $43,567 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,567
- Estimated Expense Ratio: 0.023% 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 | $2,927,431 | $202,033 | $170,890 | $43,567 | — |
| 2023 | $3,359,155 | $233,631 | $354,046 | $40,514 | — |
| 2022 | $1,090,715 | $418,541 | $203,028 | — | $120,874 |