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Sponsor portfolio

RETIREMENT SERVICE GROUP, INC.

EIN 37-1909306-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
12
158 N. GLASSELL STREET, SUITE 206 - ORANGE, CA 92866877-246-4015rsgplans.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$756K - 8 part#002CashBalance-$458K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • GROUP, INC 401(K) (#001)62%
  • CASH BALANCE PLAN (#002)38%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP, INC 401(K) (#001)8
  • CASH BALANCE PLAN (#002)4
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

RETIREMENT SERVICE GROUP, INC 401(K) PLAN

401k

Assets$756K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RETIREMENT SERVICE GROUP, INC. CASH BALANCE PLAN

CashBalance

Assets$458K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT SERVICE GROUP, INC 401(K) PLAN401k$756K82024
002RETIREMENT SERVICE GROUP, INC. CASH BALANCE PLANCashBalance$458K42025
Retirement plans
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