Plan Ledger DOL Form 5500 · updated monthly

Resolution Life Services US Inc.401(k)

RESOLUTION LIFE SERVICES (US) 401(K) PLAN · WEST CHESTER, PA · plan year 2024

Reported admin expense ratio · 2024
0.02%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Resolution Life Services US Inc. reported $16,032 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,453 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.018% to 0.024%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 579th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,207th of 4,798 in finance & insurance. In 2024, employees put in $1.43 for every $1.00 the employer contributed; active participation has grown from 470 to 517 since 2022.

Plan summary
Net assets, end of year$77,629,915
Participants with balances616
Active participants517
Employer contributions$4,887,238
Employee contributions$6,994,262
Employer contribution per active participant$9,453
Average account balance$126,023
Benefits paid to participants$3,620,974
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$77.6M · 616 accts · $4.9M emplr
2023$56.9M · 636 accts · $4.0M emplr
2022$33.1M · 515 accts · $4.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,850
Investment management$7,732
Total administrative$16,032
The Resolution Life Services US Inc. 401(k) match · 2024
Employer contribution per active participant$9,453
Median for plans this size$3,635
2024$9,453 per active participant
2023$7,014 per active participant
2022$10,306 per active participant

Resolution Life Services US Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (plan)$16,032
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$7,085
MORNINGSTAR · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$16,032 · 0.02%
2023$7,709 · 0.02%
2022$5,300 · 0.02%
Same employer
Similar plansFinance & Insurance · Pennsylvania
Firstrust Savings Bank PA$83.5M · 0.19%
Gbli Holdings, LLC PA$77.3M · 0.22%
The Haverford Trust Company PA$73.2M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823607953 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.