Plan Snapshot
- Plan Sponsor: Re/Max, LLC
- Sponsor EIN: 840678065
- Sponsor Address: 5075 SOUTH SYRACUSE STREET, DENVER, CO, 80237
- Plan Type: 401(k)
- Total Participants: 517
- Total Assets: $76.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 517 | $76.4M | $2.5M | $5.3M |
| 2023 | 497 | $68.3M | $2.5M | $5.7M |
| 2022 | 558 | $57.8M | $3.1M | $6.4M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $112,462 | — | $112,462 |
| CREATIVE PLANNING, LLC | INVESTMENT ADVISOR | $22,067 | — | $22,067 |
| ARMANINO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- CREATIVE PLANNING, LLC — INVESTMENT ADVISOR
- ARMANINO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $134,529
- Estimated Expense Ratio: 0.176% 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 | $134,529 | $22,067 | — | — | — |
| 2023 | $97,903 | — | — | — | — |
| 2022 | $97,333 | — | — | — | — |