Resource Exchange 401(k) Savings And Investment Plan
Sponsored by The Resource Exchange, Inc. · EIN 840532684 · Plan #001
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 429
- With balances
- 319
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 |
|---|---|---|
| Ameriprise Financial Services, Llc CRD 6363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $34,566 |
| Ameriprise Financial Services, Inc. | Investment advisory (plan), Consulting fees | $10,005 |