Plan Snapshot
- Plan Sponsor: Strategic Resources, INC.
- Sponsor EIN: 541526169
- Sponsor Address: 8300 BOONE BOULEVARD, SUITE 500, VIENNA, VA, 22182
- Plan Type: 401(k)
- Total Participants: 460
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 460 | $4.7M | $25,706 | $253,872 |
| 2023 | 315 | $4.3M | -$6,268 | $243,445 |
| 2022 | 269 | $3.7M | -$363 | $244,854 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE 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 | $4,575 | $375 | $4,200 | — | — |
| 2023 | $9,221 | — | $9,221 | — | — |
| 2022 | $36,741 | — | $36,741 | — | — |