How big is RMS Asset Management LLC's plan?

RMS Asset Management LLC's plan reported $1.5M in assets and 31 participants for 2024.

Original filing (PDF)20250731121414NAL0013145218001

RMS Asset Management LLC

Name: RMS Asset Management LLC — RMS Asset Management LLC, Form 5500 (2024)
Creator: RMS Asset Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RMS Asset Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · RMS Asset Management LLC's RMS Asset Management LLC 401(k) Profit Sharing Plan & Trust held $1.5M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Erica LIU signed RMS Asset Management LLC's 2024 Form 5500 as plan administrator.

Erica LIU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

RMS Asset Management LLC's EIN is 26-2713331.

EIN 26-2713331

Plan number 001

Plan year 2024

ACK ID 20250731121414NAL0013145218001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for RMS Asset Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

RMS Asset Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RMS ASSET MANAGEMENT LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off