Plan Snapshot
- Plan Sponsor: Rmc 2021 LLC
- Sponsor EIN: 352429660
- Sponsor Address: 2300 WILSON BLVD, SUITE 752, ARLINGTON, VA, 22201
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 218
- Total Assets: $22.0M
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. |
|---|---|---|---|---|
| 2025 | 218 | $22.0M | $0 | $0 |
| 2024 | 186 | $17.4M | $682,654 | $1.7M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | Other Service Provider | $56,134 | $20 | $56,154 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $36,254 | — | $36,254 |
| ECONOMIC GROUP PENSION SERVICES INC | Recordkeeper | $8,546 | $8,970 | $17,516 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,924
- Estimated Expense Ratio: 0.500% 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 |
|---|---|---|---|---|---|
| 2025 | $1,557,990 | — | $99,665 | — | — |
| 2024 | $84,505 | $22,215 | $40,075 | — | — |