Plan Snapshot
- Plan Sponsor: Residential Management Systems, INC.
- Sponsor EIN: 311066646
- Sponsor Address: 250 E. WILSON BRIDGE RD., STE. 205, WORTHINGTON, OH, 430852366
- Plan Type: 401(k)
- Total Participants: 312
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 312 | $6.1M | $84,667 | $297,764 |
| 2023 | 166 | $6.5M | $92,330 | $302,854 |
| 2022 | 187 | $6.7M | $88,815 | $282,501 |
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 |
|---|---|---|---|---|
| KLESHINSKI, MORRISON & MORRIS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,443,054 | — | $39,915 | — | — |
| 2023 | $1,466,858 | — | $36,444 | — | — |
| 2022 | $46,553 | $18,861 | $20,692 | — | $7,000 |