PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Resource Systems Group, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Resource Systems Group, Inc.

EIN 02-0405879-management consulting-Latest filing 2025
Plans
3
Retirement
2
$32.9M assets
Health & Benefits
1
$186K premiums
Participants
433
55 RAILROAD ROW, SUITE 200 - WHITE RIVER JUNCTION, VT 05001202-987-3491resourcesystemsconsulting.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
3 filings
#003401(k)-$28.7M - 165 part#001ESOP-$4.2M - 109 part#505Mixed-$186K - 159 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $32.9M assets / 274 participants

Assets by plan

Share of aggregate retirement assets

  • GROUP, INC. 401(K) (#003)$28.7M
  • EMPLOYEE STOCK OWNERSHIP (#001)$4.2M
Total $32.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • GROUP, INC. 401(K) (#003)165
  • EMPLOYEE STOCK OWNERSHIP (#001)109
Total 274Select a row to open it

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

RESOURCE SYSTEMS GROUP, INC. 401(K) PLAN

401(k)

Assets$28.7M
Participants165
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

RESOURCE SYSTEMS GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$4.2M
Participants109
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505

RESOURCE SYSTEMS GROUP, INC. HEALTH & WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$186K
Covered lives159
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003RESOURCE SYSTEMS GROUP, INC. 401(K) PLAN401(k)$28.7M1652025
#001RESOURCE SYSTEMS GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$4.2M1092025
  • RESOURCE SYSTEMS GROUP, INC. 401(K) PLAN$28.7M
    #003 · 401(k) · 2025165
  • RESOURCE SYSTEMS GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN$4.2M
    #001 · ESOP · 2025109

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#505RESOURCE SYSTEMS GROUP, INC. HEALTH & WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$186K1592025
  • RESOURCE SYSTEMS GROUP, INC. HEALTH & WELFARE BENEFIT PLAN$186K
    #505 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 2025159
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica