Plan Snapshot
- Plan Sponsor: R & M Consultants, INC.
- Sponsor EIN: 920064353
- Sponsor Address: 9101 VANGUARD DRIVE, ANCHORAGE, AK, 99507
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $33.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 97 | $33.5M | $711,177 | $1.2M |
| 2023 | 101 | $28.7M | $539,818 | $1.0M |
| 2022 | 97 | $24.7M | $518,125 | $989,846 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PORTER & ALLISON, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PORTER & ALLISON, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $2,485 | — | $250 | — | — |
| 2023 | $2,631 | — | $543 | — | — |
| 2022 | $23,613 | $1,200 | — | — | $22,413 |