Plan Snapshot
- Plan Sponsor: Resource Management, INC.
- Sponsor EIN: 870499948
- Sponsor Address: 510 SOUTH 200 WEST, SALT LAKE CITY, UT, 84101
- Plan Type: 401(k)
- Total Participants: 8,608
- Total Assets: $297.6M
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 | 8,608 | $297.6M | $12.1M | $28.7M |
| 2023 | 8,179 | $242.5M | $9.7M | $24.9M |
| 2022 | 7,803 | $194.1M | $8.7M | $22.4M |
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 |
|---|---|---|---|---|
| HBME, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HBME, LLC — Auditor
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 | $1,602,240 | — | $1,602,240 | — | — |
| 2023 | $1,301,485 | — | $965,992 | $335,493 | — |
| 2022 | $1,213,107 | — | $1,213,107 | — | — |