Plan Snapshot
- Plan Sponsor: Rema Holdings LLC
- Sponsor EIN: 843557193
- Sponsor Address: 45 BROADWAY, 25TH FLOOR, NEW YORK, NY, 10006
- Plan Type: 401(k)
- Total Participants: 814
- Total Assets: $46.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 814 | $46.8M | $561,668 | $2.8M |
| 2023 | 608 | $39.7M | $532,613 | $2.6M |
| 2022 | 596 | $31.8M | $483,634 | $2.2M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | ACCOUNTANT/AUDITOR | $22,778 | — | $22,778 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $14,929 | — | $14,929 |
| ELITE INSURANCE AGENCY INC | INSURANCE AGENT/BROK | $7,331 | — | $7,331 |
| CAMBRIDGE INVESTMENT RESEARCH | ADVISOR | $5,557 | — | $5,557 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,595
- Estimated Expense Ratio: 0.108% 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 | $50,594 | $14,402 | — | $22,778 | — |
| 2023 | $32,700 | — | — | $29,000 | — |
| 2022 | $25,357 | — | — | — | — |