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Sponsor portfolio

CAPITOL RESOURCES, LLC

EIN 64-0934337-government relations-Latest filing 2025
Plans
2
Retirement
2
$13.8M assets
Welfare
0
Participants
78
200 N. CONGRESS STREET, SUITE 300 - JACKSON, MS 39201601-948-6020capitolresourcesllc.comLinkedIn11-50 employeesgovernment relations
Plans on this EIN
2 filings
#001401k-$9.2M - 41 part#002CashBalance-$4.6M - 37 part

Retirement portfolio analytics

2 plans aggregated / $13.8M assets / 78 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • RESOURCES, LLC 401(K) (#001)67%
  • RESOURCES, LLC PENSION (#002)33%
Total $13.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RESOURCES, LLC 401(K) (#001)41
  • RESOURCES, LLC PENSION (#002)37
Total 78Click 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

CAPITOL RESOURCES, LLC 401(K) PLAN

401k

Assets$9.2M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CAPITOL RESOURCES, LLC PENSION PLAN

CashBalance

Assets$4.6M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CAPITOL RESOURCES, LLC 401(K) PLAN401k$9.2M412024
002CAPITOL RESOURCES, LLC PENSION PLANCashBalance$4.6M372025
Retirement plans
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