Rsm Puerto Rico DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Rsm Puerto Rico
  • Sponsor EIN: 660388756
  • Sponsor Address: PO BOX 10528, SAN JUAN, PR, 009220528
  • Plan Type: DC
  • Plan Number: 001
  • Total Participants: 120
  • Total Assets: $4.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023120$4.6M$200,000$243,456
202294$3.8M$125,000$188,108

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