Plan Ledger DOL Form 5500 · updated monthly

Rmb Capital Management, LLC401(k)

RMB CAPITAL MANAGEMENT, LLC SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.04%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Rmb Capital Management, LLC reported $14,881 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,207 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.044% to 0.040%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,095th-largest of 3,702 plans among Illinois employers on file, and the 1,951st of 4,798 in finance & insurance. In 2024, employees put in $4.11 for every $1.00 the employer contributed; active participation has grown from 149 to 180 since 2022.

Plan summary
Net assets, end of year$40,183,643
Participants with balances211
Active participants180
Employer contributions$757,327
Employee contributions$3,109,581
Employer contribution per active participant$4,207
Average account balance$190,444
Benefits paid to participants$4,504,644
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$40.2M · 211 accts · $757K emplr
2023$35.1M · 202 accts · $665K emplr
2022$27.9M · 200 accts · $595K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,162
Investment management$719
Total administrative$14,881
The Rmb Capital Management, LLC 401(k) match · 2024
Employer contribution per active participant$4,207
Median for plans this size$2,416
2024$4,207 per active participant
2023$4,233 per active participant
2022$3,992 per active participant

Rmb Capital Management, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$14,229

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$14,881 · 0.04%
2023$15,516 · 0.05%
2022$13,204 · 0.04%
Same employer
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Unite Here Health IL$40.9M · 0.13%
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Cnb Bank Shares, Inc. IL$40.0M · 0.11%
Bankfinancial, NA IL$39.8M · 0.23%
Spins LLC IL$39.4M · 0.56%
Akuna Capital LLC IL$38.3M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593792751 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.