Plan Snapshot
- Plan Sponsor: Team Rms, LLC
- Sponsor EIN: 823039161
- Sponsor Address: 3131 CAMINO DEL RIO N., SUITE 650, SAN DIEGO, CA, 92108
- Plan Type: 401(k)
- Total Participants: 3,871
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 3,871 | $0 | $0 | $97,553 |
| 2022 | 4,454 | $1.8M | $0 | $855,240 |
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 |
|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | TPA | $12,289 | — | $12,289 |
| MAYER HOFFMANN MCCANN, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,289
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 |
|---|---|---|---|---|---|
| 2023 | $3,985 | — | $3,290 | — | — |
| 2022 | $14,464 | $2,175 | $12,289 | — | — |