# The Rmr Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-rmr-group-llc-401k-plan

> The Rmr Group LLC's 401(k) plan: 1,024 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Rmr Group LLC

- **Sponsor EIN:** 043583787

- **Sponsor Address:** 255 WASHINGTON STREET, NEWTON, MA, 024581637

- **Plan Type:** 401(k)

- **Total Participants:** 1,024

- **Total Assets:** $143.2M

## 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.|

| 2024|1,024|$143.2M|$3.2M|$7.4M|

| 2023|609|$118.9M|$3.0M|$6.9M|

| 2022|611|$102.8M|$2.7M|$6.5M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$242,160|$1,698|$243,858|

| REGIONS BANK|INVESTMENT ADVISORY|$103,726|$18|$103,744|

| BAKER NEWMAN NOYES LLC|ACCOUNTANT|—|$20,700|$20,700|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $368,302

- **Estimated Expense Ratio:** 0.257% 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|$345,886|$103,726|$242,160|—|—|

| 2023|$234,260|$86,677|$147,583|—|—|

| 2022|$239,093|$86,257|$152,836|—|—|

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