RSM Puerto Rico retirement plan: assets, participants and fees
What RSM Puerto Rico's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Vega Palau LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| RSM Puerto Rico: employer contribution per participant | $1,154 | |
| Peer median | $2,521 |
| RSM Puerto Rico: average balance | $21,793 | |
| Peer median | $75,833 |
| RSM Puerto Rico: admin expenses ÷ assets | 1.18% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.2M at the end of plan year 2021 to $5.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 266 | $5.7M | $300K | $1,154 | 1.18% | Not published | Form 5500 ↗ |
| 2023 | 238 | $4.6M | $200K | $873 | 0.93% | Not published | Form 5500 ↗ |
| 2022 | 197 | $3.8M | $125K | $654 | 0.69% | Not published | Form 5500 ↗ |
| 2021 | 257 | $3.2M | $200K | $1,282 | 0.76% | Not published | Form 5500 ↗ |
Other RSM Puerto Rico plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Rsm Puerto Rico Profit Sharing Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does RSM Puerto Rico match 401(k) contributions?
The match terms for the Rsm Puerto Rico 1081. 01 Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $300K in employer contributions, about $1,154 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the RSM Puerto Rico 401(k) match vested?
The vesting schedule for the Rsm Puerto Rico 1081. 01 Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the RSM Puerto Rico 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Rsm Puerto Rico.
I left RSM Puerto Rico. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Rsm Puerto Rico, (787) 751-6164) or the recordkeeper, Empower Annuity Insurance Company. The RSM Puerto Rico old 401(k) page lists the contacts from every plan filing. Find an old RSM Puerto Rico 401(k)
Data from the public Form 5500 annual reports RSM Puerto Rico filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with RSM Puerto Rico. Not financial advice. Report a correction · Methodology