Plan Snapshot
- Plan Sponsor: Resolution Economics, LLC
- Sponsor EIN: 954709461
- Sponsor Address: 1925 CENTURY PARK EAST, LOS ANGELES, CA, 90067
- Plan Type: 401(k)
- Total Participants: 269
- Total Assets: $29.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 269 | $29.5M | $850,884 | $2.8M |
| 2023 | 204 | $25.0M | $775,764 | $2.6M |
| 2022 | 224 | $13.8M | $440,477 | $1.6M |
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 |
|---|---|---|---|---|
| MMA SECURITIES | Investment Advisor | $48,589 | — | $48,589 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $31,643 | — | $31,643 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $8,328 | — | $8,328 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,560
- Estimated Expense Ratio: 0.300% 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 | $88,490 | $56,917 | — | — | — |
| 2023 | $68,756 | $44,786 | — | — | — |
| 2022 | $47,426 | $225 | — | — | — |