# Rcm Construction Mbs Opportunities Fund, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/rcm-construction-mbs-opportunities-fund-l-p-852598131-001

> Rcm Construction Mbs Opportunities Fund, L.P.'s 401(k) plan: 0 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Rcm Construction Mbs Opportunities Fund, L.P.

- **Sponsor EIN:** 852598131

- **Sponsor Address:** 1509A BELLEVILLE STREET, RICHMOND, VA, 23230

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $372.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2025|0|$372.0M|$0|$0|

| 2024|0|$286.4M|$0|$0|

| 2023|0|$221.4M|$0|$0|

## 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|

| RICHMOND CAPITAL MANAGEMENT|Other Service Provider|$549,239|—|$549,239|

| US BANK GLOBAL FUND SERVICES|Recordkeeper|$157,151|—|$157,151|

| UHY LLP|Auditor|$52,540|—|$52,540|

| MARTELL & ASSOCIATES ATTORNEY LAW|ERISA Attorney|$10,184|—|$10,184|

| UHY ADVISORS MO, INC.|Other Service Provider|$8,860|—|$8,860|

| REED SMITH LLP|ERISA Attorney|$6,683|—|$6,683|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $784,657

- **Estimated Expense Ratio:** 0.211% 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|

| 2025|$843,834|$549,239|$157,151|$52,540|—|

| 2024|$762,765|$508,374|$130,628|$33,200|—|

| 2023|$343,179|$228,254|$51,719|—|—|

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