Plan Snapshot
- Plan Sponsor: Residential Management Service
- Sponsor EIN: 061031971
- Sponsor Address: PO BOX 7333, KENSINGTON, CT, 060377333
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 480
- Total Assets: $16.4M
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. |
|---|---|---|---|---|
| 2024 | 480 | $16.4M | $2.3M | $291,139 |
| 2023 | 594 | $17.6M | $2.2M | $301,147 |
| 2022 | 536 | $13.8M | $872,640 | $316,097 |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | Insurance Carrier | $9,248 | — | $9,248 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,248
- Estimated Expense Ratio: 0.057% 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 | $7,324 | — | — | — | — |
| 2023 | $6,928 | — | — | — | — |
| 2022 | $4,952 | — | — | — | — |