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Sponsor portfolio

JIM KAISER

EIN 81-0347025-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
3
$95K assets
Welfare
0
Participants
97
PO BOX 80185 - BILLINGS, MT 591026486406-652-5443
Plans on this EIN
3 filings
#001401k-$51K - 92 part#002403b-$24K - 3 part#003403b-$20K - 2 part

Retirement portfolio analytics

3 plans aggregated / $95K assets / 97 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • DEVELOPMENT INC. 401(K) (#001)54%
  • 406(B) TDA PLAN (#002)26%
  • DEFINED CONTRIBUTION PLAN (#003)21%
Total $95KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEVELOPMENT INC. 401(K) (#001)92
  • 406(B) TDA PLAN (#002)3
  • DEFINED CONTRIBUTION PLAN (#003)2
Total 97Click 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, SUPPORT, AND DEVELOPMENT INC. 401(K) PLAN

401k

Assets$51K
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

RESOURCE SUPPORT AND DEVELOPMENT, INC 406(B) TDA PLAN

403b

Assets$24K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

RESOURCE SUPPORT AND DEVELOPMENT, INC 403(B) DEFINED CONTRIBUTION PLAN

403b

Assets$20K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001RESOURCE, SUPPORT, AND DEVELOPMENT INC. 401(K) PLAN401k$51K922025
002RESOURCE SUPPORT AND DEVELOPMENT, INC 406(B) TDA PLAN403b$24K32025
003RESOURCE SUPPORT AND DEVELOPMENT, INC 403(B) DEFINED CONTRIBUTION PLAN403b$20K22025
Retirement plans
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