AUMdb

Res 401(k) Plan

Sponsored by Resource Environmental Solutions Llc · EIN 202110850 · Plan #002

Total assets
$67.8M
Net assets
$67.8M
Active participants
940
With balances
958

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $87,300
Gallaghar Benefit Services, Inc Consulting (general), Investment management $25,000
Melton & Melton Llp Accounting, Legal $22,261
Strategic Advisors, Inc. Investment advisory (plan) $21,465