Resource International, Inc. Savings & Investment 401(k) Plan
Sponsored by Resource International, Inc. · EIN 310669793 · Plan #004
- Total assets
- $23.5M
- Net assets
- $23.4M
- Active participants
- 167
- With balances
- 154
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bank Of America | Investment advisory (plan) | $30,044 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $25,492 |
| Creative Retirement Systems, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $3,045 |
| Transamerica Trust Company | Trustee (institutional) | $167 |