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Sponsor portfolio

RESOURCE GROUP LLC

EIN 37-1580711-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
12
51 HADDONFIELD RD, SUITE 260 - CHERRY HILL, NJ 08002856-488-2836
Plans on this EIN
2 filings
#001401k-$1.8M - 6 part#002CashBalance-$1.3M - 6 part

Retirement portfolio analytics

2 plans aggregated / $3.1M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PLAN AND TRUST (#001)57%
  • CASH BALANCE PLAN (#002)43%
Total $3.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)6
  • CASH BALANCE PLAN (#002)6
Total 12Click 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

RESOURCE GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$1.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RESOURCE GROUP LLC CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RESOURCE GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$1.8M62025
002RESOURCE GROUP LLC CASH BALANCE PLANCashBalance$1.3M62025
Retirement plans
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