Resource Pro Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Resource Pro Llc · EIN 050602664 · Plan #001
- Total assets
- $26.9M
- Net assets
- $26.9M
- Active participants
- 383
- With balances
- 339
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $90,210 |
| Alliant Insurance Services Inc | Contract administrator, Investment advisory (plan), Direct payment from the plan | $8,373 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |