Plan Snapshot
- Plan Sponsor: Resultant, LLC
- Sponsor EIN: 300517849
- Sponsor Address: 800 E 96TH ST., SUITE 100, INDIANAPOLIS, IN, 46240
- Plan Type: 401(k)
- Total Participants: 450
- Total Assets: $31.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 450 | $31.1M | $1.1M | $3.8M |
| 2023 | 435 | $24.2M | $1.3M | $3.7M |
| 2022 | 369 | $14.2M | $933,796 | $2.7M |
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 |
|---|---|---|---|---|
| NFP RETIREMENT, INC. | INVESTMENT ADVISOR | $62,204 | — | $62,204 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $55,363 | — | $55,363 |
| RSM US LLP | ACCOUNTANT/AUDITOR | $18,522 | — | $18,522 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $8,917 | — | $8,917 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT, INC. — INVESTMENT ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- RSM US LLP — ACCOUNTANT/AUDITOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $145,006
- Estimated Expense Ratio: 0.466% 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 | $144,831 | $71,121 | — | $18,522 | — |
| 2023 | $129,245 | $45,127 | — | $16,800 | — |
| 2022 | $88,660 | $3,704 | — | — | — |