Plan Snapshot
- Plan Sponsor: Resource Management Service, LLC
- Sponsor EIN: 200617640
- Sponsor Address: 31 INVERNESS CENTER PARKWAY, BIRMINGHAM, AL, 35242
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $52.2M
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 | 148 | $52.2M | $1.2M | $1.5M |
| 2023 | 153 | $46.2M | $1.1M | $1.5M |
| 2022 | 147 | $42.6M | $1.0M | $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 |
|---|---|---|---|---|
| COKER AND COMPANY LLC | 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 | $19,478 | $11,971 | — | — | — |
| 2023 | $15,410 | $17,981 | — | — | — |
| 2022 | $17,821 | $10,249 | — | — | — |