# Rsm Investments, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rsm-investments-inc-401k-plan

> Rsm Investments, INC.'s 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rsm Investments, INC.

- **Sponsor EIN:** 930379977

- **Sponsor Address:** 920 NORTHWEST BOND ST, SUITE 202, BEND, OR, 97703

- **Plan Type:** 401(k)

- **Total Participants:** 4

- **Total Assets:** $2.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|4|$2.0M|$17,302|$35,575|

| 2023|5|$2.0M|$16,962|$33,965|

| 2022|5|$1.7M|$60,433|$32,319|

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