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Original filing (PDF)20251010153159NAL0012908624001
RRM DESIGN GROUP
Form 5500
FILING_RECEIVED
RRM DESIGN GROUP RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
181
Accounts w/ balance
266
Plan assets (EOY)
$27.0M
Net assets (EOY)
$27.0M
How this plan invests
This plan
35 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RRM DESIGN GROUP.
Plan sponsor
Name
RRM DESIGN GROUP
EIN
95-2923783
Address
3765 SOUTH HIGUERA STREET, STE. 102 · SAN LUIS OBISPO, CA · 93401
Phone
(805) 543-1794
Industry
Professional & Technical Servicessee all
Plan administrator
Name
RRM DESIGN GROUP
EIN
95-2923783
City
SAN LUIS OBISPO, CA
Phone
(805) 543-1794
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ROORDA, PIQUET & BESSE, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RYDING COMPANY | 95-3497679 | WESTLAKE VILLAGE, CA | TPA | $0 | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NIELSEN BENEFITS & RETIREMENT | 33-0905143 | — | SERVICE PROVIDER | $63K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $12K | — |
| ROORDA, PIQUET AND BESSE, INC | 33-0252865 | — | SERVICE PROVIDER | $12K | — |
Investments
7 direct securities · 35 pooled funds· $34.0M(100% of reported assets)
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.
Pooled Separate Account
$25.6M
35 holdings
Uncategorized
$8.4M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Voya VY TRowePrice Captl Apprec Pt R6 | — | — | — | $3.2M | 11.7% | |
| VY TRWPR CAP APPREC PORT R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $3.2M | 11.7% | |
| FIDELITY 500 INDEX FUND VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $2.4M | 8.8% | |
| VANGRD TRGT RETIRE 2045 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $1.9M | 7.1% | |
| VANGRD TRGT RETIRE 2025 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $1.9M | 7.0% | |
| VANGRD HGH DIV YLD INDX F ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $1.3M | 4.9% | |
| Voya Fixed Account | — | — | — | $1.3M | 4.8% | |
| Voya Vanguard Developed Mkts Indx Fd Adm | — | — | — | $1.3M | 4.7% | |
| VANGRD DEV MKTS INDES FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $1.3M | 4.7% | |
| AMERICAN FUNDS BOND FD AM R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $1.1M | 4.0% | |
| Voya Calvert US Lrg Cp Cr Rspns Ind Fd R6 | — | — | — | $1.1M | 3.9% | |
| CALV US LG CP CR RSP IN F R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $1.1M | 3.9% | |
| VANGRD TRGT RETIRE 2050 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $1.0M | 3.7% | |
| Voya JPMorgan Lrg Cp Growth Fnd R6 | — | — | — | $982K | 3.6% | |
| JP MORGAN LFCP GRW FND R6 VOYA RETIRMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $982K | 3.6% | |
| VANGRD TRGT RETIRE 2055 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $948K | 3.5% | |
| AMERICAN FUNDS NW PRSPCTV R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $912K | 3.4% | |
| DFA INFL-PROT SEC PORT INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $789K | 2.9% | |
| VANGRD TRGT RETIRE 2035 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $714K | 2.6% | |
| VANGRD TRGT RETIRE 2060 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $671K | 2.5% | |
| FIDELITY SM CP IND FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $652K | 2.4% | |
| FIDELITY MID CAP INX FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $628K | 2.3% | |
| AMERICAN FUNDS FROWTH FND R6 VOYA RETIREMENT INSURANCE AND ANNUTIY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $601K | 2.2% | |
| FIDELITY EMG MKTS ID FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $509K | 1.9% | |
| Voya Neuberger Berman Strat Income Fd R6 | — | — | — | $508K | 1.9% | |
| NEUBERG BERM STRAT INC FD R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $508K | 1.9% | |
| VANGRD SM-CAP VI INDES FND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $382K | 1.4% | |
| VANGRD TRGT RETIRE 2020 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $374K | 1.4% | |
| NUVEEN REAL ESTATE SEC SEL R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $273K | 1.0% | |
| MFS MID CAP VALUE FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $260K | 1.0% | |
| SCB FDMTL IN LG IDX VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $233K | 0.9% | |
| PGIM HIGH YIELD FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $215K | 0.8% | |
| VANGRD TRGT RETIRE 2040 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $194K | 0.7% | |
| VANGRD TRGT RETIRE 2030 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $156K | 0.6% | |
| VANGRD MD-CAP GRW INDEX FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $156K | 0.6% | |
| Participant Loans Notes Receivable from Participants (3.25% - 8.5%) | — | — | — | $155K | 0.6% | |
| VANGRD EXPLORER FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $146K | 0.5% | |
| VANGRD TRGT RETIRE 2065 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $131K | 0.5% | |
| VOYA GV MNY MKT F A (HID ACCT) VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $25K | <0.1% | |
| VANGRD TRGT RETIRE 2070 FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $5K | <0.1% | |
| TIAA-CREF REAL EST SECS FD INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VOYA TRGT RETIRE INC FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |