Plan Snapshot
- Plan Sponsor: Resource Data, INC.
- Sponsor EIN: 920131155
- Sponsor Address: 560 EAST 34TH AVENUE, ANCHORAGE, AK, 99503
- Plan Type: 401(k)
- Total Participants: 219
- Total Assets: $38.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 219 | $38.1M | $589,817 | $2.3M |
| 2023 | 218 | $32.6M | $531,149 | $2.0M |
| 2022 | 186 | $26.9M | $456,458 | $1.7M |
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 |
|---|---|---|---|---|
| NWPS, INC. | NONE | $25,608 | — | $25,608 |
| HIGHLAND CAPITAL ADVISORS LLC | NONE | $14,652 | — | $14,652 |
| CHARLES SCHWAB TRUST BANK | NONE | $11,624 | — | $11,624 |
| FIDUCIARY FINANCIAL GROUP LLC | NONE | $8,161 | — | $8,161 |
| SHANNON & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NWPS, INC. — NONE
- CHARLES SCHWAB TRUST BANK — NONE
- SHANNON & ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,045
- Estimated Expense Ratio: 0.158% 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 | $63,849 | $14,652 | — | — | — |
| 2023 | $47,890 | — | — | — | — |
| 2022 | $40,346 | $3,289 | $37,057 | — | — |