Plan Snapshot
- Plan Sponsor: Resource Management Systems, I
- Sponsor EIN: 841041477
- Sponsor Address: 8101 E. PRENTICE AVE, GREENWOOD VILLAGE, CO, 80111
- Plan Type: 401(k)
- Total Participants: 1,269
- Total Assets: $8.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 1,269 | $8.5M | $144,168 | $522,841 |
| 2022 | 511 | $8.2M | $239,080 | $692,574 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | RECORDKEEPER | $146,744 | — | $146,744 |
| IMA WEALTH INC | INVESTMENT ADVISORY | $58,066 | — | $58,066 |
| TEMPLTON & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLTON & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $204,810
- Estimated Expense Ratio: 2.413% 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 |
|---|---|---|---|---|---|
| 2023 | $72,079 | $29,033 | $43,046 | — | — |
| 2022 | $162,951 | $126,313 | $15,626 | — | $16,000 |