The Rsm Us Llp Retirement Plan — Form 5500 plan (Rsm Us, Llp)
Plain-English plan 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, The Rsm Us Llp Retirement Plan is a benefit plan reported by Rsm Us, Llp under EIN 42-0714325 and plan number 001. The latest loaded filing year is 2023. The filing reports 20,901 participants and $2,890,404,508 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rsm Us, Llp
- EIN
- 42-0714325
- Plan number
- 001
- Plan type
- 2
- Location
- Davenport, IA
- Latest filing year
- 2023
- Participants
- 20,901
- End-of-year plan assets
- $2,890,404,508
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20,901 | H, C | 20241014163636NAL0027874433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,890,404,508
- Total liabilities (EOY)
- $21,122
- Net assets (EOY)
- $2,890,383,386
- Net assets (BOY)
- $2,275,589,252
Income & contributions
- Employer contributions
- $93,471,519
- Participant contributions
- $172,983,526
- Total contributions
- $354,806,619
- Total income / additions
- $792,325,256
Expenses & distributions
- Benefits paid
- $176,225,355
- Administrative expenses
- $1,220,838
- Total expenses
- $177,531,122
- Net increase / (decrease)
- $614,794,134
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $913,239 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $246,010 | not reported in the loaded dataset | 2023 |
| Northern Trust | ADVISOR | $73,654 | not reported in the loaded dataset | 2023 |
| Bkd | ACCOUNTANT/AUDITOR | $43,050 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rsm Us, Llp
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Davenport, IA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Northern Trust — Schedule C compensation
- Bkd — Schedule C compensation