Plan Snapshot
- Plan Sponsor: Richmond Area Multi-Services, INC.
- Sponsor EIN: 237389436
- Sponsor Address: 4355 GEARY BOULEVARD, SAN FRANCISCO, CA, 94118
- Plan Type: 401(k)
- Total Participants: 410
- Total Assets: $7.7M
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 | 410 | $7.7M | $228,479 | $1.7M |
| 2023 | 436 | $5.4M | $206,171 | $1.4M |
| 2022 | 411 | $3.4M | $123,827 | $964,425 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — 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 | $63,085 | $34,768 | — | — | — |
| 2023 | $41,737 | $23,234 | — | — | — |
| 2022 | $29,905 | $16,626 | $13,279 | — | — |