# Resource One Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/resource-one-credit-union-401k-plan

> Resource One Credit Union's 401(k) plan: 172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Resource One Credit Union

- **Sponsor EIN:** 750821285

- **Sponsor Address:** 1200 BELLEVIEW STREET, DALLAS, TX, 75215

- **Plan Type:** 401(k)

- **Total Participants:** 172

- **Total Assets:** $13.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|172|$13.7M|$0|$693,753|

| 2023|190|$14.4M|$626,742|$1.0M|

| 2022|209|$12.1M|$598,711|$930,303|

## 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|

| RAYMOND JAMES FINANCIAL SERVICES|SERVICE PROVIDER|$30,418|—|$30,418|

| VOYA RETIREMENT INSURANCE AND ANNUI|SERVICE PROVIDER|$13,132|$8|$13,140|

| DOEREN MAYHEW ASSURANCE|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RAYMOND JAMES FINANCIAL SERVICES](https://planprovider.pro/provider/john-hancock) — SERVICE PROVIDER

- [DOEREN MAYHEW ASSURANCE](https://planprovider.pro/provider/doeren-mayhew-assurance) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $43,558

- **Estimated Expense Ratio:** 0.319% 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|$80,658|$33,153|$44,685|—|—|

| 2023|$13,092|—|$13,092|—|—|

| 2022|$10,027|—|$10,027|—|—|

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