Plan Ledger DOL Form 5500 · updated monthly

Resource Management Systems, I401(k)

RESOURCE MANAGEMENT SYSTEMS, INC. RETIREMENT SAVINGS PLAN · GREENWOOD VILLAGE, CO · plan year 2023

Reported admin expense ratio · 2023
0.86%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Resource Management Systems, I reported $72,079 in plan administrative expenses for 2023: 0.86% of average plan assets, higher than ~75% of peers. Employer contributions averaged $114 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 1.42% to 0.86%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Colorado (856th of 1,461), and 8,505th of 11,654 in professional & technical services. In 2023, employees put in $3.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,486,519
Participants with balances173
Active participants1,269
Employer contributions$144,168
Employee contributions$522,841
Employer contribution per active participant$114
Average account balance$49,055
Benefits paid to participants$1,803,647
Plan auditUnmodified (clean) audit opinion
AuditorTEMPLTON & COMPANY
Plan history2
Yearassets · accounts · employer contribution
2023$8.5M · 173 accts · $144K emplr
2022$8.2M · 183 accts · $239K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$43,046
Investment management$29,033
Total administrative$72,079
The Resource Management Systems, I 401(k) match · 2023
Employer contribution per active participant$114
Median for plans this size$1,308
2023$114 per active participant
2022$468 per active participant

Resource Management Systems, I's 2023 employer contribution ran below the $1,308 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
IMA WEALTH INC$29,033

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$72,079 · 0.86%
2022$162,951 · 1.42%
Similar plansProfessional & Technical Services · Colorado
T3I, Inc. CO$8.7M · 0.18%
Keg 1 Colorado LLC CO$8.7M · 1.04%
Halker Consulting LLC CO$8.5M · 0.05%
The Marketing Practice CO$8.4M · 1.12%
Upside Connection, LLC CO$8.4M · 0.50%
Anthesis LLC CO$8.3M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841041477 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.