Plan Snapshot
- Plan Sponsor: Rtm & Associates, INC.
- Sponsor EIN: 363129785
- Sponsor Address: 1933 N MEACHAM ROAD, SCHAUMBURG, IL, 60173
- Plan Type: 401(k)
- Total Participants: 512
- Total Assets: $39.7M
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 | 512 | $39.7M | $1.2M | $3.7M |
| 2023 | 347 | $25.3M | $843,681 | $2.4M |
| 2022 | 286 | $18.6M | $574,957 | $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 |
|---|---|---|---|---|
| FGMK, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FGMK, LLC — 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 | $156,098 | $76,124 | $22,679 | — | — |
| 2023 | $120,251 | $63,312 | $17,476 | — | — |
| 2022 | $96,077 | $52,040 | $44,037 | — | — |