Retirement plan

RESOURCE CONNECTIONS INCORPORATED 403B PLAN

Name: RESOURCE CONNECTIONS INCORPORATED - RESOURCE CONNECTIONS INCORPORATED 403B PLAN (2025) Form 5500
Creator: RESOURCE CONNECTIONS INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RESOURCE CONNECTIONS INCORPORATED 403B PLAN, RESOURCE CONNECTIONS INCORPORATED

RESOURCE CONNECTIONS INCORPORATEDEIN 04-3758711Plan #001PY 2025

10001 DEREKWOOD LANE, SUITE 110 - LANHAM, MD 20706301-429-9300resconnect.orgLinkedIn51-200 employeesindividual & family services

Prospect flagsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$1.8M

+20.5% from 2024

Total participants

108

+12.5% from 2024

Average account balance

$18,154

-30.8% from 2024

Annual return

17.43%

+4.32 pp from 2024

Benchmarks

See 3,150 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort3,150 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.83M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$18K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

101

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

168.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$207K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.43%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1670

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2S2M3D2G2F2T3F

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$169K

$2812 / participant

Other / not subdivided$169K100.0%

% of EOY assets

9.201%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$18,154

$86,050-78.9%

$189,758-90.4%

$94,015-80.7%

Participation rate

88.3%

68.9%+19.4pp

79.8%+8.5pp

70.8%+17.5pp

Annual return

17.43%

17.77%-0.3pp

52.62%-35.2pp

17.84%-0.4pp

Employer contribution / active EE

$1,205

$2,819-57.3%

$4,767-74.7%

$2,790-56.8%

Participant deferral / active EE

$2,248

$3,349-32.9%

$5,856-61.6%

$4,249-47.1%

Admin fee / account holder

$1,670

$6,627-74.8%

$20,388-91.8%

$8,951-81.3%

RESOURCE CONNECTIONS INCORPORATED 403B PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RESOURCE CONNECTIONS INCORPORATED 403B PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion