Plan Snapshot
- Plan Sponsor: Resources For Seniors
- Sponsor EIN: 561035065
- Sponsor Address: 1110 NAVAHO DR STE 400, RALEIGH, NC, 276097322
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $4.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 110 | $4.1M | $62,709 | $123,522 |
| 2023 | 121 | $3.5M | $63,553 | $97,482 |
| 2022 | 93 | $2.9M | $60,165 | $106,964 |
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 |
|---|---|---|---|---|
| MPCOMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MPCOMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,123 | — | — | — | — |
| 2023 | $4,534 | — | — | — | — |
| 2022 | $854 | — | — | — | — |