Original filing (PDF)20250902122755NAL0029600930001

RSM DESIGN

Name: RSM DESIGN — RSM DESIGN 401(K) PLAN, Form 5500 (2024)
Creator: RSM DESIGN

Form 5500-SF

FILING_RECEIVED

RSM DESIGN 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RSM DESIGN.

Plan sponsor

Name

RSM DESIGN

EIN

37-1914819

Address

160 AVENIDA CABRILLO · SAN CLEMENTE, CA · 92672

Phone

(949) 492-9479

Industry

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

2025-09-02

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

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

BACH ASSOCIATES PC

BACH ASSOCIATES PC 401(K) PROFIT SHARING PLAN & TRUST

$4.0M · 21 participants

INNERSPACE

INNERSPACE 401(K) PLAN

$4.0M · 8 participants

STERLING BARNETT LITTLE, INC.

STERLING BARNETT LITTLE, INC 401(K) PLAN

$4.0M · 23 participants

MARTIN RILEY ASSOCIATES ARCHITECTS P.C.

MARTIN RILEY ASSOCIATES ARCHITECTS P.C. 401K PLAN

$4.0M · 21 participants

DE REUS ARCHITECTS, INC.

DE REUS ARCHITECTS, INC. 401(K) PLAN