Retirement plan

RESURGENT CAPITAL SERVICES GROUP RETIREMENT SAVINGS PLAN

Name: RESURGENT CAPITAL SERVICES, LP - RESURGENT CAPITAL SERVICES GROUP RETIREMENT SAVINGS PLAN (2025) Form 5500
Creator: RESURGENT CAPITAL SERVICES, LP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RESURGENT CAPITAL SERVICES GROUP RETIREMENT SAVINGS PLAN, RESURGENT CAPITAL SERVICES, LP

RESURGENT CAPITAL SERVICES, LPEIN 76-0609845Plan #001PY 2025

55 BEATTIE PLACE SUITE 110 - GREENVILLE, SC 296015115864-248-8790resurgent.comLinkedIn501-1000 employeesfinancial services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$85.9M

+10.5% from 2024

Total participants

797

-5.5% from 2024

Average account balance

$111,184

+10.2% from 2024

Annual return

14.80%

-0.74 pp from 2024

Benchmarks

See 336 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants250-999

Cohort336 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$85.95M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$111K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

773

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

96.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.47M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.80%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$193

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY1 year Service code 13 · EIN 42-0127290	Contract Administrator	$73,446
MERRILL LYNCH PIERCE FENNER & SMITH1 year Filed as: MERRILL LYNCH, PIERCE, Service code 17 · EIN 13-5674085	Pension Consulting	$37,933

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$149K

$224 / participant

Investment mgmt$26K17.6%
Contract admin$111K74.6%
Other / not subdivided$12K7.8%

% of EOY assets

0.174%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ELLIOTT DAVIS LLC
Auditor EIN: 570381582
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$111,184

$130,224-14.6%

$197,124-43.6%

$79,634+39.6%

Participation rate

96.4%

87.8%+8.6pp

86.7%+9.7pp

62.5%+33.9pp

Annual return

14.80%

23.65%-8.9pp

44.34%-29.5pp

36.46%-21.7pp

Employer contribution / active EE

$3,333

$4,314-22.8%

$6,227-46.5%

$2,529+31.8%

Participant deferral / active EE

$6,394

$7,378-13.3%

$9,135-30.0%

$3,835+66.7%

Admin fee / account holder

$193

$254-24.1%

$16,298-98.8%

$1,002-80.7%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY1 year

Service code 13 · EIN 42-0127290

Contract Administrator

$73,446

MERRILL LYNCH PIERCE FENNER & SMITH1 year

Filed as: MERRILL LYNCH, PIERCE,

Service code 17 · EIN 13-5674085

Pension Consulting

$37,933

RESURGENT CAPITAL SERVICES GROUP RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RESURGENT CAPITAL SERVICES GROUP RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion