Original filing (PDF)20240409090937NAL0030302944001

Rushmore Loan Management Services, LLC

Name: Rushmore Loan Management Services, LLC — Form 5500 Plan 002 (2023)
Creator: Rushmore Loan Management Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rushmore Loan Management Services, LLC Puerto Rico Retirement Plan

Defined-contribution retirement plan · Rushmore Loan Management Services, LLC's Rushmore Loan Management Services, LLC Puerto Rico Retirement Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

JEFF XIE signed Rushmore Loan Management Services, LLC's 2023 Form 5500 as plan administrator.

JEFF XIE — 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

Rushmore Loan Management Services, LLC's EIN is 26-3416474.

EIN 26-3416474

Plan number 002

Plan year 2023

ACK ID 20240409090937NAL0030302944001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Rushmore Loan Management Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Rushmore Loan Management Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score