# Resource Management Systems, I 401(k) Plan
Source: https://planprovider.pro/companies/resource-management-systems-i-401k-plan

> Resource Management Systems, I's 401(k) plan: 1,269 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/templeton-and-company-llp) — 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|

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