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Original filing (PDF)20241015181926NAL0015238979001
RESOURCE MANAGEMENT SYSTEMS, I
Form 5500
FILING_RECEIVED
RESOURCE MANAGEMENT SYSTEMS, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
~121 bps in Sched C fees
Active participants
1,269
Accounts w/ balance
173
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
How this plan invests
This plan
1 collective trust
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)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- 121 bps in Schedule C fees — 132% above peer band of 52 bps.
- Only 14% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESOURCE MANAGEMENT SYSTEMS, I.
Plan sponsor
Name
RESOURCE MANAGEMENT SYSTEMS, I
EIN
84-1041477
Address
8101 E. PRENTICE AVE · SUITE 850 · GREENWOOD VILLAGE, CO · 80111
Phone
(303) 741-9911
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
TEMPLTON & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $73K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMA WEALTH INC | — | WICHITA, KS | INVESTMENT ADVISORY | $29K | — |
Investments
1 pooled fund· $39K(0% of reported assets)
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 |
|---|---|---|---|
| INTERNATIONAL GROWTH FUND II FEE R1 WILMINGTON TRUST · EIN 38-4139842 / PN 001 | Common Collective Trust | $39K | 0.5% |
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