2023 Form 5500 filing — The Rsm Us Llp Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014163636NAL0027874433001) for The Rsm Us Llp Retirement Plan, reported by Rsm Us, Llp under EIN 42-0714325 and plan number 001. It reports 20,901 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014163636NAL0027874433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rsm Us, Llp
- EIN
- 42-0714325
- Plan number
- 001
- Location
- Davenport, IA
- Participants
- 20,901
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,890,404,508
- Total liabilities (EOY)
- $21,122
- Net assets (EOY)
- $2,890,383,386
- Employer contributions
- $93,471,519
- Participant contributions
- $172,983,526
- Total income / additions
- $792,325,256
- Benefits paid
- $176,225,355
- Administrative expenses
- $1,220,838
- Total expenses
- $177,531,122
- Net increase / (decrease)
- $614,794,134
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $913,239 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $246,010 | not reported in the loaded dataset |
| Northern Trust | ADVISOR | $73,654 | not reported in the loaded dataset |
| Bkd | ACCOUNTANT/AUDITOR | $43,050 | not reported in the loaded dataset |