# Rtm & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rtm-associates-inc-401k-plan

> Rtm & Associates, INC.'s 401(k) plan: 512 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| WINTRUST INVESTMENTS LLC|INVESTMENT ADVISOR|$76,124|—|$76,124|

| JOHN HANCOCK LIFE INS CO USA|RECORDKEEPER|$57,295|—|$57,295|

| RETIREMENT PLAN CONSULTANTS INC.|CONTRACT ADMINISTRATOR|$22,679|—|$22,679|

| FGMK, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK LIFE INS CO USA](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [RETIREMENT PLAN CONSULTANTS INC.](https://planprovider.pro/provider/retirement-plan-consultants) — CONTRACT ADMINISTRATOR

- [FGMK, LLC](https://planprovider.pro/provider/fgmk-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $156,098

- **Estimated Expense Ratio:** 0.394% 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|$156,098|$76,124|$22,679|—|—|

| 2023|$120,251|$63,312|$17,476|—|—|

| 2022|$96,077|$52,040|$44,037|—|—|

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