How big is RMS Investment Group, LLC's plan?

RMS Investment Group, LLC's plan reported $7.2M in assets and 63 participants for 2024.

Original filing (PDF)20250618150928NAL0002592753001

RMS Investment Group, LLC

Name: RMS Investment Group, LLC — RMS Investment Group, Form 5500 (2024)
Creator: RMS Investment Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RMS Investment Group, LLC 401(k) Plan

401(k) retirement plan · RMS Investment Group, LLC's RMS Investment Group, LLC 401(k) Plan held $7.2M in plan assets for 63 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

People on this filing

Melanie Lucas signed RMS Investment Group, LLC's 2024 Form 5500 as plan administrator.

Melanie Lucas — 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

RMS Investment Group, LLC's EIN is 45-4643895.

EIN 45-4643895

Plan number 001

Plan year 2024

ACK ID 20250618150928NAL0002592753001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for RMS Investment Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

RMS Investment Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RMS INVESTMENT GROUP, LLC.

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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