Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Accounting Resource Group
EIN 41-1647368accountingLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
19
601 CALRSON PARKWAY, SUITE 1120 - MINNETONKA, MN 55305952-593-1356accountingresourcegrp.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 19 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ACCOUNTING RESOURCE GROUP 401(K) PLAN
401(k)
Assets$1.3M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ACCOUNTING RESOURCE GROUP CASH BALANCE PLAN
Cash balance
Assets$328K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ACCOUNTING RESOURCE GROUP 401(K) PLAN | 401(k) | $1.3M | 11 | 2025 | |
| 002 | ACCOUNTING RESOURCE GROUP CASH BALANCE PLAN | Cash balance | $328K | 8 | 2025 |
Retirement plans