About RSM LLP
<p>Founded in 1926, RSM LLP is an accounting and advisory firm that provides audit and assurance services for middle-market organizations across the United States.</p> <p>Its headquarters are in Chicago, in the heart of the Chicagoland metro area, with another office in Phoenix serving the Greater Phoenix region. The firm also operates from Madison, Wisconsin at 1 S Pinckney St.</p> <p>For retirement plans, RSM works with plan sponsors that need an independent financial statement audit as part of their Form 5500 filing. Sponsors looking for <a href="/auditors/401k">401(k) auditors</a> often evaluate RSM when they want a national firm with multiple office locations and a long operating history.</p> <ul> <li>Independent audit and assurance services for employee benefit plans</li> <li>Support tied to Form 5500 audit requirements</li> <li>Works with middle-market businesses</li> <li>Offices in Chicago, Phoenix, and Madison</li> </ul>
Website: https://www.rsmus.com
Founded: 1926
Office Locations
- Chicago, IL (Headquarters)
- Phoenix, AZ
Audit Statistics (2024)
- Total Plans Audited: 989
- Total AUM Audited: $111.6B
- 401(k): 989 plans, $111.6B AUM
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| U.S. ROCHE 401(K) SAVINGS PLAN | GENENTECH, INC., CA | $14.3B | 21,619 |
| DEFERRED SALARY PLAN OF THE ELECTRICAL INDUSTRY | BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL IND, NY | $8.0B | 23,406 |
| HONDA 401(K) SAVINGS PLAN | AMERICAN HONDA MOTOR COMPANY, INC., CA | $6.3B | 30,998 |
| WAWA, INC. EMPLOYEE STOCK OWNERSHIP PLAN | WAWA, INC., PA | $5.4B | 43,441 |
| PENSION, HOSPITALIZATION & BENEFIT PLAN OF THE ELECTRICAL INDUSTRY - PENSION TRUST ACCT | BD OF TR OF THE PENSION, HOSP & BENEFIT PL OF THE ELEC IND-PENSION, NY | $4.9B | 15,968 |
| 401(k) Retirement Plan | Healthcare Sponsor, IA | $3.1B | 55,933 |
| 401(k) Retirement Plan | Manufacturing Sponsor, NJ | $2.9B | 1,760 |
| 401(k) Retirement Plan | Professional Services Sponsor, NY | $2.2B | 18,200 |
| 401(k) Retirement Plan | Technology Sponsor, IL | $2.2B | 4,478 |
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