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: 1,733
- Total Assets: $45.3M
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 | 1,733 | $45.3M | $1.8M | $4.7M |
| 2023 | 1,831 | $43.8M | $1.8M | $4.8M |
| 2022 | 1,892 | $44.6M | $2.9M | $7.1M |
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 |
|---|---|---|---|---|
| EDIE BAILLY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EDIE BAILLY, 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 | $64,956 | — | $64,956 | — | — |
| 2023 | $140,857 | — | $140,857 | — | — |
| 2022 | $239,794 | $148,746 | $69,156 | — | $21,892 |