# R1 Rcm Holdco INC. 401(k) Plan
Source: https://planprovider.pro/companies/r1-rcm-inc-401k-plan

> R1 Rcm Holdco INC.&#39;s 401(k) plan: 15,766 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** R1 Rcm Holdco INC.

- **Sponsor EIN:** 020698101

- **Sponsor Address:** 433 W. ASCENSION WAY, MURRAY, UT, 84123

- **Plan Type:** 401(k)

- **Total Participants:** 15,766

- **Total Assets:** $664.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|15,766|$664.7M|$24.7M|$57.6M|

| 2023|12,175|$485.6M|$22.8M|$52.5M|

| 2022|11,397|$369.4M|$9.8M|$32.4M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$615,345|—|$615,345|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$586,001|—|$586,001|

| ERNST & YOUNG U.S. LLP|ACCOUNTANT/AUDITOR|$42,500|—|$42,500|

| FIDUCIENT ADVISOR LLC|INVESTMENT ADVISOR|$37,368|—|$37,368|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ERNST & YOUNG U.S. LLP](https://planprovider.pro/provider/ernst-and-young-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,281,214

- **Estimated Expense Ratio:** 0.193% of plan assets

### 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|$1,264,601|$615,345|—|$42,500|—|

| 2023|$1,189,480|$517,724|$600|$102,294|—|

| 2022|$767,811|$168,916|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/r1-rcm-inc-401k-plan)

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