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  2. RRM Design Group
  • Retirement analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

RRM Design Group

EIN 95-2923783-architecture & planning-Latest filing 2025
Plans
3
Retirement
2
$39.0M assets
Health & Benefits
1
$2.2M premiums
Participants
654
3765 SOUTH HIGUERA STREET, STE. 102 - SAN LUIS OBISPO, CA 93401805-543-1794rrmdesign.comLinkedIn201-500 employeesarchitecture & planning
Plans on this EIN
3 filings
#001401(k)-$32.9M - 262 part#002ESOP-$6.1M - 225 part#501Fully insured-$2.2M - 298 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $39.0M assets / 487 participants

Assets by plan

Share of aggregate retirement assets

  • GROUP RETIREMENT PLAN (#001)$32.9M
  • EMPLOYEE STOCK OWNERSHIP (#002)$6.1M
Total $39.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • GROUP RETIREMENT PLAN (#001)262
  • EMPLOYEE STOCK OWNERSHIP (#002)225
Total 487Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

RRM DESIGN GROUP RETIREMENT PLAN

401(k)

Assets$32.9M
Participants262
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

RRM DESIGN GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$6.1M
Participants225
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

RRM DESIGN GROUP, INC. EMPLOYEE BENEFITS PLAN

Fully insured - ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY

Premiums$2.2M
Covered lives298
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001RRM DESIGN GROUP RETIREMENT PLAN401(k)$32.9M2622025
#002RRM DESIGN GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$6.1M2252025
  • RRM DESIGN GROUP RETIREMENT PLAN$32.9M
    #001 · 401(k) · 2025262
  • RRM DESIGN GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN$6.1M
    #002 · ESOP · 2025225

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501RRM DESIGN GROUP, INC. EMPLOYEE BENEFITS PLANFully insuredANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$2.2M2982025
  • RRM DESIGN GROUP, INC. EMPLOYEE BENEFITS PLAN$2.2M
    #501 · Fully insured · ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY · 2025298
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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