Plan Snapshot
- Plan Sponsor: Rbm Of Atlanta, INC.
- Sponsor EIN: 580916853
- Sponsor Address: 7640 ROSWELL ROAD, ATLANTA, GA, 30350
- Plan Type: 401(k)
- Total Participants: 558
- Total Assets: $54.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 558 | $54.2M | $83,917 | $3.0M |
| 2023 | 519 | $48.1M | $744,761 | $3.1M |
| 2022 | 496 | $41.5M | $751,357 | $3.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $52,340 | — | $52,340 |
| WOLFF & TAYLOR PC | AUDITOR | $26,000 | — | $26,000 |
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $20,000 | — | $20,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,340
- Estimated Expense Ratio: 0.181% 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 | $98,340 | $20,000 | — | $26,000 | — |
| 2023 | $27,910 | $21,630 | — | — | — |
| 2022 | $77,314 | $30,000 | $47,314 | — | — |