Plan Snapshot
- Plan Sponsor: The Resource Exchange, INC.
- Sponsor EIN: 840532684
- Sponsor Address: 6385 CORPORATE DR., SUITE 100, COLORADO SPRINGS, CO, 80919
- Plan Type: 401(k)
- Total Participants: 429
- Total Assets: $11.9M
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 | 429 | $11.9M | $284,642 | $1.1M |
| 2023 | 353 | $9.7M | $247,521 | $984,010 |
| 2022 | 339 | $7.7M | $173,373 | $883,255 |
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 |
|---|---|---|---|---|
| STOCKMAN KAST RYAN CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STOCKMAN KAST RYAN CO — 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 | $14,450 | $10,005 | $4,445 | — | — |
| 2023 | $17,640 | $14,443 | $3,197 | — | — |
| 2022 | $19,426 | — | $19,426 | — | — |