Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$358K
- Life$333K
- Short-term disability$276K
- Long-term disability$276K
- Dental$168K
- Vision$27K
Filings through .
Financial Resources Group Invest
EIN 46-4489444financial servicesLatest filing 2025
Plans
2
Retirement
1
$27.7M assets
Health & Benefits
1
$554K premiums
Participants
223
360 KINGSLEY PARK DRIVE STE 100 - FORT MILL, SC 29715704-816-8015financialresourcesgroup.netLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $554K premiums / 389 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT
401(k)
Assets$27.7M
Participants223
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES LLC PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$554K
Covered lives389
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT | 401(k) | $27.7M | 223 | 2025 |
- #001 · 401(k) · 2025223
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | FINANCIAL RESOURCES GROUP INVESTMENT SERVICES LLC PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $554K | 389 | 2025 |
- #501 · Mixed · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025389
Retirement plans
Health & Benefits plans