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Original filing (PDF)20250725051042NAL0003210019001
RMS COMPUTER CORP
Form 5500
FILING_RECEIVED
RMS COMPUTER CORP 401K PLAN
401(k) retirement plan
Active participants
307
Accounts w/ balance
131
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
7 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 43% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RMS COMPUTER CORP.
Plan sponsor
Name
RMS COMPUTER CORP
EIN
11-2797142
Address
1185 AVENUE OF THE AMERICAS · 32ND FLOOR · NEW YORK, NY · 10036
Phone
(212) 840-8666
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LILLING & CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
13 direct securities · 7 pooled funds· $9.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$4.9M
7 holdings
Registered Investment Companies
$4.8M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE BLUE CHIP GR - R | Registered Investment Companies | — | — | $1.7M | 17.6% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $1.6M | 16.7% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $882K | 9.1% | |
| STATE ST AGG STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 386 | Common Collective Trust | — | — | $823K | 8.5% | |
| STATE ST CONS STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 384 | Common Collective Trust | — | — | $770K | 7.9% | |
| JPMORGAN EQ INC - A | Registered Investment Companies | — | — | $572K | 5.9% | |
| JANUS HENDERSON ENTERPRISE - S | Registered Investment Companies | — | — | $344K | 3.5% | |
| STATE ST MOD STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 385 | Common Collective Trust | — | — | $339K | 3.5% | |
| DWS GLOBAL HIGH INCOME S | Registered Investment Companies | — | — | $336K | 3.5% | |
| NEUBERGER BERMAN LGCAP VAL ADV | Registered Investment Companies | — | — | $293K | 3.0% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $263K | 2.7% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $255K | 2.6% | |
| VIRTUS NFJ SC VALUE A | Registered Investment Companies | — | — | $253K | 2.6% | |
| FRANKLIN GROWTH OPP-A | Registered Investment Companies | — | — | $232K | 2.4% | |
| FRANKLIN RISING DIVIDENDS - A | Registered Investment Companies | — | — | $216K | 2.2% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $212K | 2.2% | |
| TEMPLETON GROWTH - R | Registered Investment Companies | — | — | $196K | 2.0% | |
| NEUBERGER BERMAN INTL SELECT A | Registered Investment Companies | — | — | $164K | 1.7% | |
| BLK ADV SMALL CAP GR INV A | Registered Investment Companies | — | — | $152K | 1.6% | |
| FIDELITY ADV EQUITY INCOME - M | Registered Investment Companies | — | — | $62K | 0.6% |
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