# The Resource Exchange, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-resource-exchange-inc-401k-plan

> The Resource Exchange, INC.'s 401(k) plan: 429 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| STANCORP FINANCIAL GROUP|NONE|$34,566|—|$34,566|

| AMERIPRISE FINANCIAL SERVICES, INC.|NONE|$10,005|—|$10,005|

| STOCKMAN KAST RYAN CO|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [AMERIPRISE FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/ameriprise-financial-services-llc) — NONE

- [STOCKMAN KAST RYAN CO](https://planprovider.pro/provider/stockman-kast-ryan-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $44,571

- **Estimated Expense Ratio:** 0.374% 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|$14,450|$10,005|$4,445|—|—|

| 2023|$17,640|$14,443|$3,197|—|—|

| 2022|$19,426|—|$19,426|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-resource-exchange-inc-401k-plan)

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