Plan Snapshot
- Plan Sponsor: The Rmh Group, INC.
- Sponsor EIN: 840569615
- Sponsor Address: 12600 W. COLFAX AVE, LAKEWOOD, CO, 802153783
- Plan Type: 401(k)
- Total Participants: 72
- Total Assets: $18.6M
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 | 72 | $18.6M | $195,206 | $693,186 |
| 2023 | 69 | $16.6M | $179,225 | $669,320 |
| 2022 | 73 | $15.3M | $166,488 | $592,559 |
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 |
|---|---|---|---|---|
| INNOVEST PORTFOLIO SOLUTIONS, LLC | NONE | $37,153 | — | $37,153 |
| CPI QUALIFIED PLAN CONSULTANTS, INC | NONE | $19,926 | — | $19,926 |
| BIGGSKOFFORD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CPI QUALIFIED PLAN CONSULTANTS, INC — NONE
- BIGGSKOFFORD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,079
- Estimated Expense Ratio: 0.307% 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 | $57,079 | $37,153 | $4,789 | — | — |
| 2023 | $64,428 | $44,718 | $5,041 | — | — |
| 2022 | $52,893 | $32,413 | $20,480 | — | — |