Plan Ledger DOL Form 5500 · updated monthly

The Resource Exchange, Inc.401(k)

RESOURCE EXCHANGE 401(K) SAVINGS AND INVESTMENT PLAN · COLORADO SPRINGS, CO · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

The Resource Exchange, Inc. reported $14,450 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $664 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 fell from 0.24% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 724th-largest of 1,461 plans among Colorado employers on file, and the 1,486th of 3,341 in other services. In 2024, employees put in $3.98 for every $1.00 the employer contributed; active participation has grown from 339 to 429 since 2022.

Plan summary
Net assets, end of year$11,921,241
Participants with balances319
Active participants429
Employer contributions$284,642
Employee contributions$1,133,083
Employer contribution per active participant$664
Average account balance$37,371
Benefits paid to participants$709,834
Plan auditUnmodified (clean) audit opinion
AuditorSTOCKMAN KAST RYAN CO
Plan history3
Yearassets · accounts · employer contribution
2024$11.9M · 319 accts · $285K emplr
2023$9.7M · 273 accts · $248K emplr
2022$7.7M · 271 accts · $173K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,445
Investment management$10,005
Total administrative$14,450
The The Resource Exchange, Inc. 401(k) match · 2024
Employer contribution per active participant$664
Median for plans this size$2,416
2024$664 per active participant
2023$701 per active participant
2022$511 per active participant

The Resource Exchange, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$34,566
AMERIPRISE FINANCIAL SERVICES, INC. · Investment advisory (plan)$10,005

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$14,450 · 0.13%
2023$17,640 · 0.20%
2022$19,426 · 0.24%
Same employer
Similar plansOther Services · Colorado
Mile High United Way, Inc. CO$13.8M · 0.34%
Youth for Christ/Usa CO$13.2M · 0.72%
Denver Dumb Friends League CO$12.7M · 0.04%
John Bowman, Inc. CO$11.2M · 0.67%
The Parlour Inc. CO$7.2M · 0.89%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840532684 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.