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Retirement Plan Administrative Services Ltd.

1503 Santa Rosa Road, Suite 120, Richmond, Va. 23229;

804-288-8782; fax: 804-288-8786

Staff

Total14

Involved in 401(k) plan services7

Clients

Total110

Receiving unbundled services110

Average participants/plan35

Minimum participants/plan1

Maximum participants/planUnlimited

1996 revenues*

Total$911,000

401(k) plan administration$300,000

Services began: 1981.

Software: Leased from outside vendor, accommodates 999 investment funds and 14 types of contributions.

Administration: Cash accounting. Accommodates loan provisions, performs 401(k) and 401(m) non-discrimination tests.

Client support: Daily valuations, toll-free service for account balance inquiries, toll-free service to request account activity, communication of plan features to employees. Consults on legal issues, plan design issues, compliance issues, employee communications.

Service area: Primarily District of Columbia, Maryland, North Carolina and Virginia.

Locations: Administrative/consulting offices in Fairfax and Norfolk, Va.

Charges: Determined by number of participants, complexity of plan, frequency valuations.

Officers: Burl V. Bachman, president; Barbara H. Smith, vp.

Retirement Resources Inc.

1983 Marcus Ave., Suite 260,

Lake Success, N.Y. 11042;

800-537-6565 or 516-358-3969; fax: 516-488-1081

Staff

Total17

Involved in 401(k) plan services10

Clients

Total130

Receiving unbundled services130

Average participants/plan70

Minimum participants/plan5

Maximum participants/planUnlimited

Services began: 1981.

Software: Written and maintained in-house, accommodates unlimited investment funds and eight types of contributions.

Administration: Cash and unit value accounting. Accommodates loan provisions, performs 401(k) and 401(m) non-discrimination tests.

Client support: Daily valuations, toll-free service for account balance inquiries, toll-free service to request account activity, communication of plan features to employees. Consults on plan design issues, compliance issues, employee communications.

Service area: Connecticut, Florida, New Jersey, New York, Pennsylvania.

Charges: Determined by number of participants, complexity of plan, time and expense, frequency valuations.

Contact: Steven L. Roemer, president.