Plan Snapshot
- Plan Sponsor: Resourcing Edge I, LLC
- Sponsor EIN: 463045894
- Sponsor Address: 1309 RIDGE RD, ROCKWALL, TX, 75087
- Plan Type: 401(k)
- Total Participants: 9,155
- Total Assets: $321.3M
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 | 9,155 | $321.3M | $14.5M | $36.0M |
| 2023 | 7,299 | $240.8M | $9.4M | $24.9M |
| 2022 | 5,726 | $139.3M | $6.1M | $16.6M |
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 |
|---|---|---|---|---|
| CBIZ CPAS, P.C. | Auditor | — | — | $0 |
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 | $1,389,041 | — | $1,167,274 | — | — |
| 2023 | $931,869 | — | $845,268 | — | — |
| 2022 | $591,850 | — | $586,850 | — | $5,000 |