Back to filter
Original filing (PDF)20250701161538NAL0012830817001
RETAIL MANAGEMENT SOLUTIONS, LLC
Form 5500-SF
FILING_RECEIVED
RMS 401(K) PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
17
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RETAIL MANAGEMENT SOLUTIONS, LLC.
Plan sponsor
Name
RETAIL MANAGEMENT SOLUTIONS, LLC
EIN
91-1930285
Address
4315 6TH AVE SE · SUITE C · LACEY, WA · 98503
Phone
(360) 339-4976
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
2025-07-01
Pension benefit codes
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
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
LITINOMICS
LITINOMICS 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 3 participants
INNOVATIVE SERVICES AND SOLUTIONS, LLC
INNOVATIVE SERVICES AND SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN
$1.2M · 7 participants
MJ MORGAN CONSULTING, LLC
MJ MORGAN CONSULTING CASH BALANCE PLAN
$1.2M · 3 participants
EXCELSIOR MANAGEMENT SERVICES, INC.
EXCELSIOR MANAGEMENT SERVICES 401(K) PLAN
$1.2M · 5 participants
PROVISION SOLAR, INC.
PROVISION SOLAR, INC. PROFIT SHARING PLAN
$1.2M · 42 participants
JPG MANAGEMENT, LLC
JPG MANAGEMENT 401(K) PLAN
$1.2M · 24 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
