Plan Snapshot
- Plan Sponsor: Resourcing Edge I, LLC
- Sponsor EIN: 463045894
- Sponsor Address: 1309 RIDGE RD, ROCKWALL, TX, 75087
- Plan Type: 401(k)
- Plan Number: 002
- 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 |
|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | Recordkeeper | $1,075,865 | — | $1,075,865 |
| SLAVIC MUTUAL FUND MANAGEMENT CORP | Investment Advisor | $130,783 | — | $130,783 |
| RESOURCING EDGE I, LLC | Recordkeeper | $91,409 | — | $91,409 |
| MAYER HOFFMANN MCCANN, P.C. | Auditor | $39,400 | — | $39,400 |
| GROUP PLAN SYSTEMS, LLC | Other Service Provider | $33,071 | — | $33,071 |
| HILL WARD HENDERSON | ERISA Attorney | $18,513 | — | $18,513 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HILL WARD HENDERSON — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,389,041
- Estimated Expense Ratio: 0.432% 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 | $1,389,041 | — | $1,167,274 | — | — |
| 2023 | $931,869 | — | $845,268 | — | — |
| 2022 | $591,850 | — | $586,850 | — | $5,000 |