# Residential Management Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/residential-management-group-llc-401k-plan

> Residential Management Group, LLC&#39;s 401(k) plan: 209 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Residential Management Group, LLC

- **Sponsor EIN:** 743083621

- **Sponsor Address:** 909 THIRD AVENUE, NEW YORK, NY, 10022

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

- **Total Participants:** 209

- **Total Assets:** $37.5M

## 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|209|$37.5M|$205,132|$1.4M|

| 2023|206|$36.7M|$216,969|$1.6M|

| 2022|254|$32.1M|$185,204|$1.4M|

## 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|

| MORGAN STANLEY SMITH BARNEY LLC|SERVICE PROVIDER|—|$56,310|$56,310|

| OPEN ACQ LLC|THIRD PARTY ADMINISTRATO / THIRD PARTY ADMINISTRATOR / TPA|—|$18,256|$18,256|

| VOYA RETIREMENT ADVISORS, LLC|SERVICE PROVIDER|$6,883|—|$6,883|

| EISNERAMPER|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — SERVICE PROVIDER

- [EISNERAMPER](https://planprovider.pro/provider/eisneramper-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $81,449

- **Estimated Expense Ratio:** 0.217% 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|$12,109|—|$12,109|—|—|

| 2023|$8,425|—|$8,425|—|—|

| 2022|$5,804|—|$5,804|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/residential-management-group-llc-401k-plan)

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