RESOURCE 1 INC.
other13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9+3 YoYRank #1792 of mapped providers
Assets under administration$1.3B0.0%Market share · rank #3489
Fees received$241,077Median $24,395/planSum across Schedule C direct + indirect
Net wins YoY+34 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical RESOURCE 1 INC. plan look like?
Service mix · median fees per plan
Count of plans where RESOURCE 1 INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan)Code 27 | 8 | $25,809 | |
Other services; Direct payment from the planCode 49 | 1 | $11,129 |
Competitor overlap
Percent of RESOURCE 1 INC.'s plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under RESOURCE 1 INC..
| Sponsor | From | Assets |
|---|---|---|
CONSOLIDATED ELECTRICAL DISTRIBUTORS, INC.TX · 770559191-001 | James J. Ippolito | $1.2B |
Q.E.D. SYSTEMS, INC.VA · 540850637-002 | Transamerica | $31M |
RW TOWNE REALTY LLCVA · 922410162-001 | (new plan) | $12M |
LYON SHIPYARD, INC.VA · 540308290-002 | Principal | $8M |
Plans lost in 2024
Appeared last year under RESOURCE 1 INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
MICHIGAN BAC PENSION FUNDMI · 382895943-001 | Bricklayers & Allied Craftworkers | $167M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CONSOLIDATED ELECTRICAL DISTRIBUTORS, INC.TX · 770559191-001 | $1.2B | 3,192 | $11,129 | 1y | - |
Q.E.D. SYSTEMS, INC.VA · 540850637-002 | $31M | 578 | $11,829 | 1y | 1 |
OLD DOMINION UNIVERSITY RESEARCH FOUNDATIONVA · 546068198-001 | $28M | 1,088 | $45,734 | 8y | - |
HANBURY EVANS WRIGHT VLATTAS + COMPANYVA · 541099578-001 | $28M | 180 | $60,572 | 3y | - |
SPECTRUM COMM, INC.VA · 582452461-001 | $17M | 302 | $32,641 | 5y | 1 |
RW TOWNE REALTY LLCVA · 922410162-001 | $12M | 157 | $27,223 | 1y | 1 |
CROFTON DIVING CORPORATIONVA · 540675557-001 | $11M | 280 | $24,395 | 9y | - |
PENINSULA INSTITUTE FOR COMMUNITY HEALTH, INCVA · 541083954-001 | $10M | 189 | $15,187 | 5y | 1 |
LYON SHIPYARD, INC.VA · 540308290-002 | $8M | 220 | $12,367 | 1y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (13)
Raw Schedule C names collapsed into RESOURCE 1 INC..
- HARRIS INVESTMENT
- HARRIS INVESTMENT MANAGEMENT
- HARRIS INVESTMENT MGT
- HARRIS INVSTMENT MANAGEMENT
- RESOURCE 1 INC
- RESOURCE 1 INC.
- RESOURCE 1, INC
- RESOURCE 1, INC.
- RESOURCE MANAGEMENT
- RESOURCE MANAGEMENT INC
- RESOURCE MANAGEMENT, INC.
- RESOURCE MANAGEMENT, LLC
- RESOURCE SERVICES, INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for RESOURCE 1 INC.'s book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 22.22% | 1.71% | +20.51 pp |
| Failed to provide benefit | 2 | 22.22% | 0.14% | +22.08 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with RESOURCE 1 INC.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on RESOURCE 1 INC.'s plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Wilshire Associates | 4 | 44.4% |
| Angeles Investment Advisors LLC | 1 | 11.1% |
| Ares Management | 1 | 11.1% |
| Bloomberg LP | 1 | 11.1% |
| Brookfield Asset Management | 1 | 11.1% |
| Francis Investment Counsel | 1 | 11.1% |
| GMO | 1 | 11.1% |
| Goldman Sachs Asset Management | 1 | 11.1% |
| Morningstar Investment Management | 1 | 11.1% |
| One Equity Partners | 1 | 11.1% |