Plan Snapshot
- Plan Sponsor: Resource Acquisition & Managem
- Sponsor EIN: 593276048
- Sponsor Address: 13812 MONROES BUSINESS PARK, TAMPA, FL, 336356372
- Plan Type: 401(k)
- Total Participants: 393
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 393 | $1.7M | $299,250 | $302,014 |
| 2023 | 460 | $1.2M | $0 | $291,746 |
| 2022 | 452 | $951,067 | $148,653 | $238,075 |
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 |
|---|---|---|---|---|
| RIVERO, GORDIMER & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RIVERO, GORDIMER & COMPANY — 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 | $17,878 | $5,800 | $11,218 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $11,038 | $4,006 | $7,032 | — | — |