Plan Snapshot
- Plan Sponsor: Rms Lifeline INC
- Sponsor EIN: 364258607
- Sponsor Address: 1 PARKWAY NORTH BLVD STE 200S, DEERFIELD, IL, 600152534
- Plan Type: 401(k)
- Total Participants: 348
- Total Assets: $21.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 348 | $21.8M | $587,171 | $1.5M |
| 2023 | 345 | $19.4M | $608,068 | $1.6M |
| 2022 | 352 | $16.2M | $590,115 | $1.5M |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $38,408 | — | $38,408 |
| ERISA FIDUCIARY SERVICES, INC. | CONTRACT ADMINISTRATOR | $6,995 | — | $6,995 |
| CFM ADVISORS INC | ADVISOR | $5,652 | — | $5,652 |
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,055
- Estimated Expense Ratio: 0.234% 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 | $62,285 | $6,901 | $44,681 | — | — |
| 2023 | $50,123 | $5,710 | $43,553 | — | — |
| 2022 | $43,688 | $4,936 | $38,752 | — | — |