Plan Snapshot
- Plan Sponsor: Rsm Us, LLP
- Sponsor EIN: 420714325
- Sponsor Address: 4650 E 53RD STREET, DAVENPORT, IA, 52807
- Plan Type: 401(k)
- Total Participants: 14,521
- Total Assets: $3.4B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 14,521 | $3.4B | $97.2M | $180.0M |
| 2023 | 14,728 | $2.9B | $93.5M | $173.0M |
| 2022 | 14,720 | $2.3B | $84.8M | $158.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $952,911 | — | $952,911 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $422,146 | — | $422,146 |
| NORTHERN TRUST | CONSULTANT | $165,000 | — | $165,000 |
| FORVIS MAZARS | ACCOUNTANT/AUDITOR | $36,488 | — | $36,488 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- FORVIS MAZARS — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,576,545
- Estimated Expense Ratio: 0.047% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,440,456 | $422,146 | $4,500 | $36,488 | — |
| 2023 | $1,220,838 | $319,664 | $9,300 | $43,050 | — |
| 2022 | $1,230,516 | $123,418 | — | — | — |