# Tm Rta Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tm-rta-management-inc-401k-plan

> Tm Rta Management, INC.'s 401(k) plan: 342 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tm Rta Management, INC.

- **Sponsor EIN:** 814122983

- **Sponsor Address:** 99 E MAIN STREET, FRANKLIN, TN, 37064

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

- **Total Participants:** 342

- **Total Assets:** $7.2M

## 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|342|$7.2M|$107,241|$724,275|

| 2023|349|$6.7M|$217,670|$778,934|

| 2022|369|$5.4M|$62,153|$826,803|

## 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|

| TRANSAMERICA REITREMENT SOLUTIONS|RECORDKEEPER|$58,761|—|$58,761|

| FUTUREPLAN BY ASCENSUS|RECORDKEEPER|$16,190|$8|$16,198|

| LBMC PC|AUDIT|$15,750|—|$15,750|

### Verified Provider Profiles

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

- [TRANSAMERICA REITREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [FUTUREPLAN BY ASCENSUS](https://planprovider.pro/provider/ascensus-llc) — RECORDKEEPER

- [LBMC PC](https://planprovider.pro/provider/lbmc-pc) — AUDIT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $90,709

- **Estimated Expense Ratio:** 1.254% 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|$170,702|—|$170,702|—|—|

| 2023|$168,929|—|$168,929|—|—|

| 2022|$17,016|—|$17,016|—|—|

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