Plan Snapshot
- Plan Sponsor: Results For Development Institut
- Sponsor EIN: 208530747
- Sponsor Address: 1111 19TH STREET NW STE 700, WASHINGTON, DC, 20036
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $19.9M
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 | 104 | $19.9M | $1.1M | $1.3M |
| 2023 | 104 | $17.1M | $955,210 | $1.1M |
| 2022 | 99 | $14.7M | $999,787 | $1.1M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | INVESTMENT/FINANCIAL ADVI | $39,948 | — | $39,948 |
| ADP, INC. | RECORD KEEPER | $27,283 | — | $27,283 |
| RUBINO & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- RUBINO & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,231
- Estimated Expense Ratio: 0.338% 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 | $67,231 | $39,948 | — | — | — |
| 2023 | $62,878 | $42,327 | — | — | — |
| 2022 | $62,540 | — | — | — | — |