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Sponsor portfolio

RRM DESIGN GROUP, INC.

EIN 95-2923783-architecture & planning-Latest filing 2025
Plans
3
Retirement
2
$33.5M assets
Welfare
1
$2.2M premiums
Participants
660
3765 SOUTH HIGUERA STREET, SUITE 102 - SAN LUIS OBISPO, CA 93401805-770-1057rrmdesign.comLinkedIn201-500 employeesarchitecture & planning
Plans on this EIN
3 filings
#001401k-$27.0M - 268 part#002ESOP-$6.5M - 225 part#501Fully Insured-$2.2M - 298 lives

Retirement portfolio analytics

2 plans aggregated / $33.5M assets / 493 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • GROUP RETIREMENT PLAN (#001)81%
  • EMPLOYEE STOCK OWNERSHIP (#002)19%
Total $33.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP RETIREMENT PLAN (#001)268
  • EMPLOYEE STOCK OWNERSHIP (#002)225
Total 493Click row to drill in

Benefits portfolio analytics

1 plan / $2.2M premiums / 298 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Other$294K
  • Dental$244K
  • Vision$244K
  • Life$244K
  • Long-term disability$244K
Total $2.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • ANTHEM LIFE INSURANCE COMPANY84%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
  • KAISER FOUNDATION HEALTH PLAN INC3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $2.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • ADVOCATE, INC.100%
  • REUBEN WARNER ASSOCIATES, INC.0%
Total $160K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RRM DESIGN GROUP RETIREMENT PLAN

401k

Assets$27.0M
Participants268
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RRM DESIGN GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$6.5M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RRM DESIGN GROUP, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY

Premiums$2.2M
Covered lives298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RRM DESIGN GROUP RETIREMENT PLAN401k$27.0M2682024
002RRM DESIGN GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$6.5M2252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RRM DESIGN GROUP, INC. EMPLOYEE BENEFITS PLANFully InsuredANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$2.2M2982025
Retirement plans
Welfare plans
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