# Rbm Of Atlanta, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rbm-of-atlanta-inc-401k-plan

> Rbm Of Atlanta, INC.'s 401(k) plan: 558 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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