# Rsm Us, LLP 401(k) Plan
Source: https://planprovider.pro/companies/rsm-us-llp-401k-plan

> Rsm Us, LLP's 401(k) plan: 14,521 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FORVIS MAZARS](https://planprovider.pro/provider/forvis-mazars-llp) — 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|—|—|—|

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