# Resource Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/resource-management-inc-401k-plan-333-9948

> Resource Management, INC.&#39;s 401(k) plan: 8,608 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| UNITED 401(K) PLANS, INC.|CONTRACT ADMINISTRATOR|$1,159,727|$160,975|$1,320,702|

| GLOBAL RETIREMENT PARTNERS, LLC|ADVISOR|$427,282|—|$427,282|

| UMA FINANCIAL SERVICES|ADVISOR|$18,571|—|$18,571|

| HBME, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [UNITED 401(K) PLANS, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — CONTRACT ADMINISTRATOR

- [GLOBAL RETIREMENT PARTNERS, LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [HBME, LLC](https://planprovider.pro/provider/hbme-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,766,555

- **Estimated Expense Ratio:** 0.594% 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|$1,602,240|—|$1,602,240|—|—|

| 2023|$1,301,485|—|$965,992|$335,493|—|

| 2022|$1,213,107|—|$1,213,107|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/resource-management-inc-401k-plan-333-9948)

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