Plan Snapshot
- Plan Sponsor: Resource International, INC.
- Sponsor EIN: 310669793
- Sponsor Address: 6350 PRESIDENTIAL GATEWAY, COLUMBUS, OH, 43231
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $23.5M
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 | 167 | $23.5M | $260,532 | $1.0M |
| 2023 | 157 | $20.0M | $210,634 | $799,971 |
| 2022 | 143 | $16.6M | $191,105 | $747,598 |
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 |
|---|---|---|---|---|
| BANK OF AMERICA | Investment Advisor | $30,044 | — | $30,044 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $25,492 | — | $25,492 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,536
- Estimated Expense Ratio: 0.237% 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 | $32,318 | — | $32,318 | — | — |
| 2023 | $3,008 | — | $3,008 | — | — |
| 2022 | $1,285 | — | $1,285 | — | — |