Plan Snapshot
- Plan Sponsor: Resolution Life Services Us INC.
- Sponsor EIN: 823607953
- Sponsor Address: 1475 DUNWOODY DR., WEST CHESTER, PA, 19380
- Plan Type: 401(k)
- Total Participants: 517
- Total Assets: $77.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 517 | $77.6M | $4.9M | $7.0M |
| 2023 | 573 | $56.9M | $4.0M | $6.1M |
| 2022 | 470 | $33.1M | $4.8M | $4.8M |
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 |
|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $16,032 | $7,732 | $6,850 | — | — |
| 2023 | $7,709 | $4,334 | $2,475 | — | — |
| 2022 | $5,300 | — | — | — | — |