The Rsm Us Llp Retirement Plan
Sponsored by Rsm Us, Llp · EIN 420714325 · Plan #001
- Total assets
- $3.4B
- Net assets
- $3.4B
- Active participants
- 14,521
- With balances
- 21,356
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $952,911 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $422,146 |
| Northern Trust | Investment advisory (plan) | $165,000 |
| Forvis Mazars | Accounting | $36,488 |