Civic Intelligence

Rms Investment Group. LLC

Plan context: Rms Investment Group LLC 401(K) Plan

EIN 45-4643895 • Cleveland, OH • 13 filings • 1 plans

3401 Tuttle Road, Suite 350Cleveland, OH 44122
Current Snapshot

Latest Year

2024

2024 Participants

65

2024 Assets

$7,160,159

2024 Contributions

$1,206,666

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$7,160,159$3,580,080$0201220182024YearValue
$7,160,159Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

65330201220182024YearValue
65Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024165$7,160,159$1,206,666$18,564iApproximate average salary by contribution assumption: employee only about $464,102 at 4% or $309,402 at 6%; with 50% employer match about $309,402 at 4% or $206,268 at 6%; with 100% employer match about $232,051 at 4% or $154,701 at 6%.
Rms Investment Group LLC 401(K) Plan-65$7,160,159$1,206,666$18,564iApproximate average salary by contribution assumption: employee only about $464,102 at 4% or $309,402 at 6%; with 50% employer match about $309,402 at 4% or $206,268 at 6%; with 100% employer match about $232,051 at 4% or $154,701 at 6%.
2023163$5,275,968$770,491$12,230iApproximate average salary by contribution assumption: employee only about $305,750 at 4% or $203,834 at 6%; with 50% employer match about $203,834 at 4% or $135,889 at 6%; with 100% employer match about $152,875 at 4% or $101,917 at 6%.
Rms Investment Group LLC 401(K) Plan-63$5,275,968$770,491$12,230iApproximate average salary by contribution assumption: employee only about $305,750 at 4% or $203,834 at 6%; with 50% employer match about $203,834 at 4% or $135,889 at 6%; with 100% employer match about $152,875 at 4% or $101,917 at 6%.
2022158$4,053,609$773,281$13,332iApproximate average salary by contribution assumption: employee only about $333,311 at 4% or $222,207 at 6%; with 50% employer match about $222,207 at 4% or $148,138 at 6%; with 100% employer match about $166,655 at 4% or $111,104 at 6%.
Rms Investment Group LLC 401(K) Plan-58$4,053,609$773,281$13,332iApproximate average salary by contribution assumption: employee only about $333,311 at 4% or $222,207 at 6%; with 50% employer match about $222,207 at 4% or $148,138 at 6%; with 100% employer match about $166,655 at 4% or $111,104 at 6%.
2021152$4,609,668$722,259$13,890iApproximate average salary by contribution assumption: employee only about $347,240 at 4% or $231,493 at 6%; with 50% employer match about $231,493 at 4% or $154,329 at 6%; with 100% employer match about $173,620 at 4% or $115,747 at 6%.
Rms Investment Group LLC 401(K) Plan-52$4,609,668$722,259$13,890iApproximate average salary by contribution assumption: employee only about $347,240 at 4% or $231,493 at 6%; with 50% employer match about $231,493 at 4% or $154,329 at 6%; with 100% employer match about $173,620 at 4% or $115,747 at 6%.
2020155$4,281,004$954,452$17,354iApproximate average salary by contribution assumption: employee only about $433,842 at 4% or $289,228 at 6%; with 50% employer match about $289,228 at 4% or $192,819 at 6%; with 100% employer match about $216,921 at 4% or $144,614 at 6%.
Rms Investment Group LLC 401(K) Plan-55$4,281,004$954,452$17,354iApproximate average salary by contribution assumption: employee only about $433,842 at 4% or $289,228 at 6%; with 50% employer match about $289,228 at 4% or $192,819 at 6%; with 100% employer match about $216,921 at 4% or $144,614 at 6%.
2019153$3,106,758$582,946$10,999iApproximate average salary by contribution assumption: employee only about $274,975 at 4% or $183,316 at 6%; with 50% employer match about $183,316 at 4% or $122,211 at 6%; with 100% employer match about $137,487 at 4% or $91,658 at 6%.
Rms Investment Group LLC 401(K) Plan-53$3,106,758$582,946$10,999iApproximate average salary by contribution assumption: employee only about $274,975 at 4% or $183,316 at 6%; with 50% employer match about $183,316 at 4% or $122,211 at 6%; with 100% employer match about $137,487 at 4% or $91,658 at 6%.
2018143$2,093,028$434,998$10,116iApproximate average salary by contribution assumption: employee only about $252,906 at 4% or $168,604 at 6%; with 50% employer match about $168,604 at 4% or $112,403 at 6%; with 100% employer match about $126,453 at 4% or $84,302 at 6%.
Rms Investment Group LLC 401(K) Plan-43$2,093,028$434,998$10,116iApproximate average salary by contribution assumption: employee only about $252,906 at 4% or $168,604 at 6%; with 50% employer match about $168,604 at 4% or $112,403 at 6%; with 100% employer match about $126,453 at 4% or $84,302 at 6%.
2017135$1,834,433$387,617$11,075iApproximate average salary by contribution assumption: employee only about $276,869 at 4% or $184,580 at 6%; with 50% employer match about $184,580 at 4% or $123,053 at 6%; with 100% employer match about $138,435 at 4% or $92,290 at 6%.
Rms Investment Group LLC 401(K) Plan-35$1,834,433$387,617$11,075iApproximate average salary by contribution assumption: employee only about $276,869 at 4% or $184,580 at 6%; with 50% employer match about $184,580 at 4% or $123,053 at 6%; with 100% employer match about $138,435 at 4% or $92,290 at 6%.
2016135$1,188,381$302,997$8,657iApproximate average salary by contribution assumption: employee only about $216,426 at 4% or $144,284 at 6%; with 50% employer match about $144,284 at 4% or $96,190 at 6%; with 100% employer match about $108,213 at 4% or $72,142 at 6%.
Rms Investment Group LLC 401(K) Plan-35$1,188,381$302,997$8,657iApproximate average salary by contribution assumption: employee only about $216,426 at 4% or $144,284 at 6%; with 50% employer match about $144,284 at 4% or $96,190 at 6%; with 100% employer match about $108,213 at 4% or $72,142 at 6%.
2015132$837,244$232,695$7,272iApproximate average salary by contribution assumption: employee only about $181,793 at 4% or $121,195 at 6%; with 50% employer match about $121,195 at 4% or $80,797 at 6%; with 100% employer match about $90,896 at 4% or $60,598 at 6%.
Rms Investment Group LLC 401(K) Plan-32$837,244$232,695$7,272iApproximate average salary by contribution assumption: employee only about $181,793 at 4% or $121,195 at 6%; with 50% employer match about $121,195 at 4% or $80,797 at 6%; with 100% employer match about $90,896 at 4% or $60,598 at 6%.
2014127$647,185$230,348$8,531iApproximate average salary by contribution assumption: employee only about $213,285 at 4% or $142,190 at 6%; with 50% employer match about $142,190 at 4% or $94,793 at 6%; with 100% employer match about $106,643 at 4% or $71,095 at 6%.
Rms Investment Group LLC 401(K) Plan-27$647,185$230,348$8,531iApproximate average salary by contribution assumption: employee only about $213,285 at 4% or $142,190 at 6%; with 50% employer match about $142,190 at 4% or $94,793 at 6%; with 100% employer match about $106,643 at 4% or $71,095 at 6%.
2013130$511,336$209,064$6,969iApproximate average salary by contribution assumption: employee only about $174,220 at 4% or $116,147 at 6%; with 50% employer match about $116,147 at 4% or $77,431 at 6%; with 100% employer match about $87,110 at 4% or $58,073 at 6%.
Rms Investment Group LLC 401(K) Plan-30$511,336$209,064$6,969iApproximate average salary by contribution assumption: employee only about $174,220 at 4% or $116,147 at 6%; with 50% employer match about $116,147 at 4% or $77,431 at 6%; with 100% employer match about $87,110 at 4% or $58,073 at 6%.
2012125$246,637$245,833$9,833iApproximate average salary by contribution assumption: employee only about $245,833 at 4% or $163,889 at 6%; with 50% employer match about $163,889 at 4% or $109,259 at 6%; with 100% employer match about $122,917 at 4% or $81,944 at 6%.
Rms Investment Group LLC 401(K) Plan-25$246,637$245,833$9,833iApproximate average salary by contribution assumption: employee only about $245,833 at 4% or $163,889 at 6%; with 50% employer match about $163,889 at 4% or $109,259 at 6%; with 100% employer match about $122,917 at 4% or $81,944 at 6%.