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Original filing (PDF)20250904074416NAL0009898275001
RMC 2021 LLC
Form 5500
FILING_RECEIVED
RMC 2021 LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
186
Accounts w/ balance
213
Plan assets (EOY)
$17.4M
Net assets (EOY)
$17.4M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 67% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RMC 2021 LLC.
Plan sponsor
Name
RMC 2021 LLC
EIN
35-2429660
Address
2300 WILSON BLVD, SUITE 752 · ARLINGTON, VA · 22201
Phone
(478) 213-4406
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-04
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $44K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $30K | — |
| ECONOMIC GROUP PENSION SERVICES INC | 13-3180178 | — | CONTRACT ADMINISTRATOR | $10K | — |
Investments
34 direct securities· $17.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Trgt Dte Rtm 2050 R6 Fd | — | — | — | $2.3M | 13.3% | |
| American Funds Trgt Dte Rtm 2040 R6 Fd | — | — | — | $2.2M | 12.4% | |
| TIAA-CREF Lg-Cp Gr Idx Inst Fd | — | — | — | $1.9M | 10.8% | |
| American Funds Trgt Dte Rtm 2035 R6 Fd | — | — | — | $1.7M | 10.0% | |
| iShares S& P 500 Index K Fund | — | — | — | $1.2M | 6.8% | |
| American Funds Trgt Dte Rtm 2045 R6 Fd | — | — | — | $1.1M | 6.1% | |
| Vanguard Growth Index Adm Fund | — | — | — | $888K | 5.1% | |
| Vanguard Mid Cap Index Adm Fd | — | — | — | $748K | 4.3% | |
| Vanguard 500 Index Admiral Fd | — | — | — | $699K | 4.0% | |
| Principal Guaranteed Option | — | — | — | $635K | 3.6% | |
| American Funds Trgt Dte Rtm 2060 R6 Fd | — | — | — | $539K | 3.1% | |
| Vanguard Value Index Adm Fund | — | — | — | $532K | 3.1% | |
| American Funds Trgt Dte Rtm 2030 R6 Fd | — | — | — | $491K | 2.8% | |
| BlackRock iShs Russ 2000 SC Index K Fund | — | — | — | $439K | 2.5% | |
| American Funds Trgt Dte Rtm 2055 R6 Fd | — | — | — | $329K | 1.9% | |
| American Funds Trgt Dte Rtm 2025 R6 Fd | — | — | — | $324K | 1.9% | |
| Participant loans Interest rates range from 4.25% to 9.50% - | — | — | — | $251K | 1.4% | |
| Vanguard Equity-Inc Adm Fund | — | — | — | $203K | 1.2% | |
| Nuveen International Equity Index Fund | — | — | — | $175K | 1.0% | |
| Northern Funds Emerg Mkts Eqty Id Fd | — | — | — | $148K | 0.9% | |
| BlackRock Liqdty Fds Ins FedFd | — | — | — | $146K | 0.8% | |
| American Funds Trgt Dte Rtm 2065 R6 Fd | — | — | — | $130K | 0.7% | |
| Vanguard Hi-Yld Corp Adm Fund | — | — | — | $76K | 0.4% | |
| BlackRock iShs US AGG Bond Index K Fund | — | — | — | $70K | 0.4% | |
| Vanguard Sm Cap Val Idx Adm Fd | — | — | — | $66K | 0.4% | |
| American Funds Trgt Dte Rtm 2020 R6 Fd | — | — | — | $48K | 0.3% | |
| Vanguard Sm Cap Gr Idx Adm Fd | — | — | — | $27K | 0.2% | |
| Vanguard Intl Growth Adm Fd | — | — | — | $24K | 0.1% | |
| Vanguard Inter-Term Inv-Grd Adm Fd | — | — | — | $24K | 0.1% | |
| Vanguard Int-Tm Treas Idx Adm | — | — | — | $17K | 0.1% | |
| Vanguard RE Index Adm Fund | — | — | — | $16K | <0.1% | |
| Vanguard Intl Value Inv Fund | — | — | — | $14K | <0.1% | |
| Vanguard ST Bond Idx Adm Fd | — | — | — | $13K | <0.1% | |
| American Funds Trgt Dte Rtm 2015 R6 Fd | — | — | — | $4K | <0.1% |
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