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Sponsor portfolio

RSI GROUP, INC

EIN 20-4118022-Construction-Latest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
24
3199 AIRPORT LOOP, SUITE D - COSTA MESA, CA 92626949-510-9224
Plans on this EIN
2 filings
#001401k-$2.0M - 12 part#002CashBalance-$1.9M - 12 part

Retirement portfolio analytics

2 plans aggregated / $3.9M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • INC. RETIREMENT PLAN (#001)52%
  • CASH BALANCE PLAN (#002)48%
Total $3.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)12
  • CASH BALANCE PLAN (#002)12
Total 24Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RSI GROUP, INC. RETIREMENT PLAN

401k

Assets$2.0M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RSI GROUP, INC. CASH BALANCE PLAN

CashBalance

Assets$1.9M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RSI GROUP, INC. RETIREMENT PLAN401k$2.0M122025
002RSI GROUP, INC. CASH BALANCE PLANCashBalance$1.9M122025
Retirement plans
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