Resources Legacy Fund 401(k) Plan
Sponsored by Resources Legacy Fund · EIN 954703838 · Plan #003
- Total assets
- $22.7M
- Net assets
- $22.7M
- Active participants
- 135
- With balances
- 186
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group | Investment advisory (plan), Other investment fees and expenses | $52,858 |
| Ascensus Llc | Other services, Other fees, Contract administrator | $1,715 |
| Future Plan By Ascensus | Other services, Other fees, Contract administrator | $1,600 |