RSM US 401(k) match, vesting and fees
What RSM US' 401(k) 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 26 defined-contribution plans in professional, scientific, and technical services with 10,000 to 49,999 participants.
| RSM US: employer contribution per participant | $4,455 | |
| Peer median | $2,298 |
| RSM US: average balance | $186,695 | |
| Peer median | $161,446 |
| RSM US: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.04% |
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 $2.6B at the end of plan year 2021 to $3.9B at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 21,459 | $3.9B | $94.2M | $4,455 | 0.04% | Not published | Form 5500 ↗ |
| 2024 | 21,754 | $3.4B | $97.2M | $4,553 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 21,555 | $2.9B | $93.5M | $4,423 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 20,901 | $2.3B | $84.8M | $4,153 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 19,564 | $2.6B | $72.8M | $3,828 | 0.06% | Not published | Form 5500 ↗ |
Other RSM US plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Rsm US LLP Market Based Cash Balance 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.
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does RSM US match 401(k) contributions?
The match terms for the The Rsm US LLP Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $94.2M in employer contributions, about $4,455 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the RSM US 401(k) match vested?
The vesting schedule for the The Rsm US LLP Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the RSM US 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Rsm US, LLP.
I left RSM US. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Rsm US, LLP, (563) 333-2220) or the recordkeeper, Fidelity Investments Institutional. The RSM US old 401(k) page lists the contacts from every plan filing. Find an old RSM US 401(k)
Data from the public Form 5500 annual reports RSM US filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 US. Not financial advice. Report a correction · Methodology