Resource Data, Inc. 401(k) Plan
Sponsored by Resource Data, Inc. · EIN 920131155 · Plan #001
- Total assets
- $38.1M
- Net assets
- $38.1M
- Active participants
- 219
- With balances
- 301
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 |
|---|---|---|
| Highland Capital Advisors, Llc CRD 139780 | deterministic · 100% | 2024 |
| Fiduciary Financial Group, Llc CRD 285681 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nwps, Inc. | Contract administrator, Recordkeeping, Consulting (general) | $25,608 |
| Highland Capital Advisors Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $14,652 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional), Direct payment from the plan | $11,624 |
| Fiduciary Financial Group Llc | Investment management, Investment management fees (direct) | $8,161 |