How big is RSM Design's plan?

RSM Design's plan reported $4.0M in assets and 36 participants for 2024.

Original filing (PDF)20250902122755NAL0029600930001

RSM Design

Name: RSM Design — RSM Design 401(k) Plan, Form 5500 (2024)
Creator: RSM Design
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RSM Design 401(k) Plan

401(k) retirement plan · RSM Design's RSM Design 401(k) Plan held $4.0M in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Laurie Allen signed RSM Design's 2024 Form 5500 as plan administrator.

Laurie Allen — 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

RSM Design's EIN is 37-1914819.

EIN 37-1914819

Plan number 001

Plan year 2024

ACK ID 20250902122755NAL0029600930001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for RSM Design from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

RSM Design's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RSM DESIGN.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

RSM DESIGN

EIN

all filings

Address

160 AVENIDA CABRILLO · SAN CLEMENTE, CA · 92672

Phone

(949) 492-9479

Industry

Professional & Technical Services

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

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