# Resource Systems Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/resource-systems-group-inc-401k-plan

> Resource Systems Group, INC.&#39;s 401(k) plan: 101 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Resource Systems Group, INC.

- **Sponsor EIN:** 020405879

- **Sponsor Address:** 55 RAILROAD ROW, SUITE 200, WHITE RIVER JUNCTION, VT, 050017177

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

- **Total Participants:** 101

- **Total Assets:** $24.6M

## 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|101|$24.6M|$412,295|$999,147|

| 2023|100|$22.2M|$402,038|$931,794|

| 2022|80|$20.9M|$368,290|$1.0M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$47,057|—|$47,057|

| THAYER PARTNERS, LLC|INVESTMENT ADVISORY|—|$25,921|$25,921|

| GALLAGHER, FLYNN & COMPANY, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $72,978

- **Estimated Expense Ratio:** 0.296% 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|$47,196|—|$47,196|—|—|

| 2023|$41,000|—|$41,000|—|—|

| 2022|$497|—|$497|—|—|

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