RSM US
auditor39 known aliases resolved via the canonical alias map
Market position · 2024
Plans served167-6 YoYRank #129 of mapped providers
Assets under administration$78.2B0.1%Market share · rank #199
Fees received$5MMedian $24,728/planSum across Schedule C direct + indirect
Net wins YoY-251 won · 53 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 plan look like?
Service mix · median fees per plan
Count of plans where RSM US ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing)Code 10 | 143 | $24,728 | |
Other feesCode 99 | 9 | $26,652 | |
Other servicesCode 49 | 4 | $12,974 | |
Contract AdministratorCode 13 | 2 | $10,894 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Consulting (pension); Recordkeeping fees; Consulting feesCode 15 | 2 | $26,555 | |
Direct payment from the planCode 50 | 2 | $35,657 | |
ActuarialCode 11 | 1 | $25,725 | |
Plan AdministratorCode 14 | 1 | $140,406 |
Competitor overlap
Percent of RSM US'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.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL INDNY · 112656063-004 | The Wagner Law Group | $8.0B |
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ PENSION FUNDNY · 131879376-001 | RSC Insurance Brokerage | $4.1B |
CLEAN HARBORS ENVIROMENTAL SERVICES, INC.MA · 042698999-001 | Empower | $1.2B |
BLUE CROSS & BLUE SHIELD OF MINNESOTAMN · 410984460-002 | Strategic Advisers | $885M |
PROSPECT MEDICAL HOLDINGS, INC.CA · 330564370-001 | Principal | $552M |
MOSAIC HEALTH SYSTEMMO · 431283316-002 | Empower | $453M |
T.Y. LIN INTERNATIONAL GROUP, LTDCA · 943277448-004 | Morgan Stanley | $444M |
ESSENTIAL HOLDING AMERICA, LLCNJ · 923594273-002 | Merrill | $433M |
ESSENTIAL HOLDING AMERICA, LLCNJ · 923594273-001 | Aon | $260M |
SMITHBUCKLIN CORPORATIONIL · 412078828-003 | SMITHBUCKLIN | $243M |
Plans lost in 2024
Appeared last year under RSM US; 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 |
V2X, INC.MS · 640941176-001 | CBIZ | $538M |
SONIC HEALTHCARE USA, INC.TX · 208907334-001 | Baker Tilly US, LLP | $521M |
OBERLIN COLLEGEOH · 340714363-001 | Maloney & Novotny LLC | $499M |
NEWPORT GROUP, INC.CA · 272037969-016 | Lockton Investment Advisors | $347M |
BENCO DENTAL SUPPLY COMPANYPA · 232718942-002 | Cambridge Investment Research | $235M |
KEHE DISTRIBUTORS, INC.IL · 271729384-004 | Principal | $228M |
KAJIMA U.S.A. INC.GA · 133381982-001 | EisnerAmper LLP | $208M |
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 | - |
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ PENSION FUNDNY · 131879376-001 | $4.6B | 121,234 | $193,477 | 2y | - |
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
83.2%Market: 89.1%
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 (39)
Raw Schedule C names collapsed into RSM US.
- HILBERT, LUCINDA M
- HILCO VISION
- HILCREST ASSET MANAGEMENT
- HILDENE CAPITAL MANAGEMENT, LLC
- RSM
- RSM - US LLP
- RSM AUDIT
- RSM HOLDINGS, LLC
- RSM LLP
- RSM LLP US
- RSM LS LLP
- RSM MCGLADREY
- RSM MCGLADREY BUSINESS SOLUTIONS
- RSM MCGLADREY INC
- RSM MCGLADREY, INC.
- RSM PUERTO RICO
- RSM U.S. LLP
- RSM UP LLP
- RSM US L.L.P.
- RSM US LLC
- RSM US LLP
- RSM US LLP EIN 32201786P
- RSM US LLP.
- RSM US LLPL
- RSM US LP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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'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 | 3.59% | 7.76% | -4.17 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 26 | 15.57% | 1.71% | +13.86 pp |
| Failed to provide benefit | 8 | 4.79% | 0.14% | +4.65 pp |
| Corrective distributions | 48 | 28.74% | 1.76% | +26.98 pp |
| Loss discovered | 1 | 0.60% | 0.00% | +0.60 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with RSM US. Compare to the incumbent market share (0.3%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.3 pp vs incumbent
Frequent partners by role
Who else shows up on RSM US's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Strategic Advisers | 19 | 11.4% |
| Aon | 12 | 7.2% |
| Mercer | 10 | 6.0% |
| WTW | 10 | 6.0% |
| Global Retirement Partners LLC | 7 | 4.2% |
| CAPTRUST | 6 | 3.6% |
| Morningstar Investment Management | 5 | 3.0% |
| Curcio Webb, LLC | 4 | 2.4% |
| Gallagher Fiduciary Advisors | 4 | 2.4% |
| NFP | 4 | 2.4% |
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).