Plan Snapshot
- Plan Sponsor: Rmf Engineering, INC.
- Sponsor EIN: 521279953
- Sponsor Address: 5520 RESEARCH PARK DRIVE, SUITE 300, BALTIMORE, MD, 21228
- Plan Type: 401(k)
- Total Participants: 289
- Total Assets: $68.0M
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. |
|---|---|---|---|---|
| 2024 | 289 | $68.0M | $1.3M | $2.1M |
| 2023 | 267 | $58.0M | $1.7M | $1.8M |
| 2022 | 263 | $49.4M | $1.1M | $1.8M |
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 COMPANY O | RECORDKEEPER | $139,219 | — | $139,219 |
| TRIAD ADVISORS INC | BROKER/ADVISER | — | $61,337 | $61,337 |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | INVESTMENT ADVISOR | $29,513 | — | $29,513 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $10,925 | — | $10,925 |
| CBIZ BENEFITS & INSURANCE SERVICES | OTHER | $10,925 | — | $10,925 |
| CBIZ BENEFITS & INS SERVICES INC | CONTRACT ADMIN | — | $5,000 | $5,000 |
| WEYRICH, CRONIN & SORRA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEYRICH, CRONIN & SORRA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $256,919
- Estimated Expense Ratio: 0.378% 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 |
|---|---|---|---|---|---|
| 2024 | $219,282 | — | — | — | — |
| 2023 | $189,782 | — | — | $187,982 | — |
| 2022 | $187,691 | — | $187,691 | — | — |