Resource Management, Inc. 401(k) Plan
Sponsored by Resource Management, Inc. · EIN 870499948 · Plan #333 · Salt Lake City, UT
- Total assets
- $298M
- Net assets
- $297M
- Active participants
- 8,608
- With balances
- 6,832
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| United 401(k) Plans, Inc. | Plan administrator, Direct payment from the plan, Recordkeeping fees | $1,159,727 |
| Global Retirement Partners, Llc | Investment advisory (plan) | $427,282 |
| Uma Financial Services | Investment advisory (plan) | $18,571 |