Original filing (PDF)20231003104611NAL0037411666001

RESIDENTIAL MORTGAGE SERVICES, INC.

Name: RESIDENTIAL MORTGAGE SERVICES, INC. — RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN, Form 5500 (2022)
Creator: RESIDENTIAL MORTGAGE SERVICES, INC.

Form 5500

FILING_RECEIVED

RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

13 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESIDENTIAL MORTGAGE SERVICES, INC..

Plan sponsor

Name

RESIDENTIAL MORTGAGE SERVICES, INC.

EIN

01-0464609

Address

24 CHRISTOPHER TOPPI DRIVE · SOUTH PORTLAND, ME · 04106

Phone

(207) 775-6105

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-05-22

Filed

2023-10-03

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BERRY DUNN MCNEIL & PARKER, LLC

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$43K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING LLC	—	OVERLAND PARKS, KS	INVESTMENT ADVISOR	$15K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp

Investments

13 pooled funds· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
T ROWE PRICE RETIREMENT 2030 TR E T ROWE PRICE · EIN 38-7010946 / PN 000	Common Collective Trust	$0	—
T ROWE PRICE RETIREMENT 2050 TR E T ROWE PRICE · EIN 30-6303214 / PN 000	Common Collective Trust	$0	—
T ROWE PRICE RETIREMENT 2025 TR E T ROWE PRICE · EIN 37-6495447 / PN 000	Common Collective Trust	$0	—