Plan Snapshot
- Plan Sponsor: Rm Acquisition, LLC
- Sponsor EIN: 261440291
- Sponsor Address: 1100 W IDAHO STREET, STE #330, BOISE, ID, 83702
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $31.5M
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 | 80 | $31.5M | $112,291 | $508,256 |
| 2023 | 130 | $33.4M | $53,183 | $267,864 |
| 2022 | 171 | $35.3M | $99,108 | $510,293 |
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 |
|---|---|---|---|---|
| BAKER TILLY, US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY, US, 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 | $113,630 | $29,200 | $84,329 | — | — |
| 2023 | $76,106 | — | — | — | — |
| 2022 | $13,325 | — | — | — | — |