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Form 5500 · Retirement plan · SAN LUIS OBISPO, CA

RRM DESIGN GROUP

The filing calls this plan RRM DESIGN GROUP RETIREMENT PLAN.

RRM DESIGN GROUP of SAN LUIS OBISPO, CA files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-2923783 · plan 001 · plan year 2024, filed Oct 10, 2025

Participants at the start of the year
264
Contracts on file
1
Contract value
$1,290,884
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.

The contracts held $1,290,884 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC258December$1,290,884$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
RRM DESIGN GROUP
EIN 95-2923783
NIELSEN BENEFITS & RETIREMENT
SERVICE PROVIDER · EIN 33-0905143
$62,535
paid directly by the plan
VOYA RETIREMENT ADVISORS, LLC
SERVICE PROVIDER · EIN 02-0488491
$12,498
paid directly by the plan
ROORDA, PIQUET AND BESSE, INC
SERVICE PROVIDER · EIN 33-0252865
$12,000
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$27,008,531
Paid out in benefits
$619,218
Participants at the start of the year
264
Participants with account balances
266

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 33-0252865
ROORDA, PIQUET & BESSE, INC.
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

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