Nikki Olszyk signed RSM US, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RSM US, LLP's EIN is 42-0714325.
Download the official 2024 Form 5500 (PDF) for RSM US, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RSM US, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $953K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $422K | — |
| NORTHERN TRUST |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institutional Plus Mutual Fund | Common Collective Trusts | — | — | $716.2M | 21.2% | |
| Brokeragelink Self-Directed Brokerage | Self-Directed Brokerage | — | — | $501.9M | 14.9% | |
| Vanguard Diversified Equity Fund Investor Mutual Fund | Mutual Funds | — | — | $320.2M | 9.5% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $202.4M | 6.0% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $202.1M | 6.0% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $180.5M | 5.3% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $164.9M | 4.9% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $149.1M | 4.4% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $143.7M | 4.3% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $129.7M | 3.8% | |
| American Funds Europacific Growth R6 Mutual Fund | Mutual Funds | — | — | $79.5M | 2.4% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $74.1M | 2.2% | |
| American Funds Bond Fund of America R6 Mutual Fund | Mutual Funds | — | — | $72.7M | 2.2% | |
| Managed Income Portfolio II CL 4 Collective Investment Trust | Common Collective Trusts | — | — | $61.3M | 1.8% | |
| MIP II CL 4 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $61.3M | 1.8% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $49.7M | 1.5% | |
| Vanguard Total International Stock Index Fund Mutual Fund | Common Collective Trusts | — | — | $47.6M | 1.4% | |
| American Funds New Perspective Fund Class R6 Mutual Fund | Mutual Funds | — | — | $43.3M | 1.3% | |
| Vanguard Total Bond Market Mutual Fund | Mutual Funds | — | — | $42.4M | 1.3% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $27.5M | 0.8% | |
| Notes Receivable From Participants Maturing 2025 to 2040 interest rates of 4.25% to 9.75% | Bonds / Notes | — | — | $23.1M | 0.7% | |
| Vanguard Total World Stock Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $16.8M | 0.5% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $15.9M | 0.5% | |
| Fidelity Strategic Real Return K6 Mutual Fund | Mutual Funds | — | — | $5.9M | 0.2% | |
| Vanguard Federal Money Market Fund Mutual Fund | Mutual Funds | — | — | $4.2M | 0.1% | |
| Fidelity Government Cash Reserves Mutual Fund | Mutual Funds | — | — | $1.7M | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $1.4M | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-1561860 |
| — |
| CONSULTANT |
| $165K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS | 44-0160260 | — | ACCOUNTANT/AUDITOR | $36K | — |
