RSM US LLP
71 known aliases resolved via the canonical alias map
Market position · 2024
Plans served197-7 YoYRank #113 of mapped providers
Assets under administration$81.6B0.1%Market share · rank #182
Fees received$6MMedian $25,200/planSum across Schedule C direct + indirect
Net wins YoY-360 won · 63 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical RSM US LLP plan look like?
Service mix · median fees per plan
Count of plans where RSM US LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing)Code 10 | 164 | $24,964 | |
Other feesCode 99 | 13 | $26,652 | |
Recordkeeping fees; Consulting (pension); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Consulting feesCode 15 | 7 | $28,100 | |
Other services; Direct payment from the plan; Consulting feesCode 49 | 4 | $12,974 | |
Contract AdministratorCode 13 | 2 | $10,894 | |
Direct payment from the planCode 50 | 2 | $35,657 | |
ActuarialCode 11 | 1 | $25,725 | |
Consulting (general)Code 16 | 1 | $127,754 |
Competitor overlap
Percent of RSM US LLP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under RSM US LLP.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL INDNY · 112656063-004 | THE WAGNER LAW GROUP | $8.0B |
CLEAN HARBORS ENVIROMENTAL SERVICES, INC.MA · 042698999-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $1.2B |
BLUE CROSS & BLUE SHIELD OF MINNESOTAMN · 410984460-002 | STRATEGIC ADVISORS, INC. | $885M |
PROSPECT MEDICAL HOLDINGS, INC.CA · 330564370-001 | PRINCIPAL LIFE INSURANCE COMPANY | $552M |
MOSAIC HEALTH SYSTEMMO · 431283316-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $453M |
T.Y. LIN INTERNATIONAL GROUP, LTDCA · 943277448-004 | MORGAN STANLEY SMITH BARNEY | $444M |
ESSENTIAL HOLDING AMERICA, LLCNJ · 923594273-002 | KP LYNCH CPA PC | $433M |
ESSENTIAL HOLDING AMERICA, LLCNJ · 923594273-001 | AON CONSULTING | $260M |
SMITHBUCKLIN CORPORATIONIL · 412078828-003 | SMITHBUCKLIN | $243M |
BLUE CROSS & BLUE SHIELD OF MINNESOTAMN · 410984460-001 | JPMORGAN INVEST HOLDINGS LLC | $232M |
Plans lost in 2024
Appeared last year under RSM US LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUISMO · 431622970-001 | PROLOAN BOND FUND, LLC | $3.3B |
CARPENTERS PENSION TRUST FUND OF KANSAS CITYMO · 436108379-001 | WELLINGTON TRUST COMPANY | $1.3B |
CONSTRUCTION LABORERS PENSION TRUST OF GREATER ST. LOUIS TRUSTEESMO · 436142465-001 | BRIDGEWAY BENEFIT TECHNOLOGIES | $1.0B |
GRAY TELEVISION INC.GA · 580285030-003 | GREAT-WEST LIFE & ANNUITY INSURANCE | $576M |
V2X, INC.MS · 640941176-001 | CBIZ RETIREMENT PLAN SERVICES | $538M |
SONIC HEALTHCARE USA, INC.TX · 208907334-001 | BAKER TILLY US, LLP | $521M |
OBERLIN COLLEGEOH · 340714363-001 | MALONEY & NOVOTNY LLC | $499M |
PILGRIM'S PRIDE CORPORATIONCO · 751285071-001 | FEDEX OFFICE COMMERCIAL PRESS | $431M |
PROASSURANCE GROUP SAVINGS AND RETIREMENT PLAN · 631285505-003 | COKER AND COMPANY LLC | $352M |
NEWPORT GROUP, INC.CA · 272037969-016 | LOCKTON INVESTMENT ADVISORS, LLC | $347M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
GENENTECH, INC.CA · 942347624-003 | $14.3B | 36,458 | $7,000 | 10y | - |
BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL INDNY · 112656063-004 | $8.0B | 33,824 | $15,000 | 1y | 1 |
AMERICAN HONDA MOTOR COMPANY, INC.CA · 952041006-335 | $6.3B | 38,028 | $63,210 | 4y | 2 |
WAWA, INC.PA · 210515330-005 | $5.5B | 49,990 | $41,378 | 5y | - |
IQVIA INC.NC · 061506026-004 | $3.6B | 33,208 | $127,754 | 3y | 1 |
HOFFMANN-LA ROCHE INC.NJ · 220994270-011 | $2.9B | 12,966 | $7,000 | 10y | - |
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ SUPPLEMENTALNY · 133507075-001 | $2.6B | 122,833 | $5,247 | 1y | 1 |
SYENSQO USA LLCNJ · 223539954-010 | $1.7B | 8,561 | $48,517 | 6y | - |
SYNEOS HEALTHNC · 330723120-001 | $1.6B | 17,182 | $21,000 | 7y | 2 |
CLEAN HARBORS ENVIROMENTAL SERVICES, INC.MA · 042698999-001 | $1.2B | 23,611 | $23,100 | 1y | 2 |
Flag exposure
82.7%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (71)
Raw Schedule C names collapsed into RSM US LLP.
- MCGLADERY & PULLEN, LLP
- MCGLADREY
- MCGLADREY & PULLEN
- MCGLADREY & PULLEN LLP
- MCGLADREY & PULLEN, LLP
- MCGLADREY (RSM US) LLP
- MCGLADREY AND PULLEN
- MCGLADREY AND PULLEN LLP
- MCGLADREY INVESTMENT ADVISORY SERV
- MCGLADREY INVESTMENT ADVISORY SERVI
- MCGLADREY LLC
- MCGLADREY LLP
- MCGLADREY PULLEN I
- MCGLADREY RSM
- MCGLADREY WEALTH MANAGEMENT
- MCGLADREY WEALTH MANAGEMENT LLC
- MCGLADREY, INC.
- MCGLADREY, LLP
- MCGLADREY,LLC
- MCGLADRY LLP
- RMS US LLP
- RMS US WEALTH MANAGEMENT LLC
- RMS US, LLP
- RMS, US LLP
- RSM
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for RSM US LLP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 6 | 3.05% | 7.76% | -4.72 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 34 | 17.26% | 1.71% | +15.55 pp |
| Failed to provide benefit | 8 | 4.06% | 0.14% | +3.92 pp |
| Corrective distributions | 60 | 30.46% | 1.76% | +28.70 pp |
| Loss discovered | 1 | 0.51% | 0.00% | +0.50 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with RSM US LLP. Compare to the incumbent market share (0.3%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.3 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).