# Resource Data, INC. 401(k) Plan
Source: https://planprovider.pro/companies/resource-data-inc-401k-plan

> Resource Data, INC.'s 401(k) plan: 219 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/nwps) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [SHANNON & ASSOCIATES](https://planprovider.pro/provider/shannon-and-associates-llp) — 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|—|—|

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