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Sponsor portfolio

RESOURCE SYSTEMS GROUP, INC.

EIN 02-0405879-management consulting-Latest filing 2025
Plans
3
Retirement
2
$27.9M assets
Welfare
1
$186K premiums
Participants
435
55 RAILROAD ROW, SUITE 200 - WHITE RIVER JUNCTION, VT 05001802-295-4999resourcesystemsconsulting.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
3 filings
#003401k-$24.6M - 164 part#001ESOP-$3.3M - 112 part#505Mixed-$186K - 159 lives

Retirement portfolio analytics

2 plans aggregated / $27.9M assets / 276 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • GROUP, INC. 401(K) (#003)88%
  • EMPLOYEE STOCK OWNERSHIP (#001)12%
Total $27.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP, INC. 401(K) (#003)164
  • EMPLOYEE STOCK OWNERSHIP (#001)112
Total 276Click row to drill in

Benefits portfolio analytics

1 plan / $186K premiums / 159 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$186K
  • Dental$170K
  • Vision$170K
  • Life$170K
  • Short-term disability$170K
  • Long-term disability$170K
Total $186K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • METROPOLITAN LIFE INSURANCE COMPANY93%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
Total $186K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CROSS INSURANCE100%
Total $2K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

RESOURCE SYSTEMS GROUP, INC. 401(K) PLAN

401k

Assets$24.6M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RESOURCE SYSTEMS GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$3.3M
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

RESOURCE SYSTEMS GROUP, INC. HEALTH & WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$186K
Covered lives159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003RESOURCE SYSTEMS GROUP, INC. 401(K) PLAN401k$24.6M1642024
001RESOURCE SYSTEMS GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$3.3M1122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505RESOURCE SYSTEMS GROUP, INC. HEALTH & WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$186K1592025
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