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Welfare plans
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MARSHALL WEALTH ADVISORS DBA THE RESOURCE GROUP
Sponsor portfolio
Welfare / Health
EIN
862982853
MARSHALL WEALTH ADVISORS DBA THE RESOURCE GROUP
3458 OCEAN VIEW BLVD. · GLENDALE, CA 91208
8184454028
Plans filed
1
Years active
2023–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
i
$0
No prior year
Persons covered
i
0
No prior year
Total participants
i
3
No prior year
Plans filed
i
1
No prior year
Plans under this sponsor
1 plan
Plan #001
$0
THE RESOURCE GROUP PROFIT SHARING PLAN
Self-funded
0 covered
·
0 carriers
History & trajectory
2 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan
Plan #001
THE RESOURCE GROUP PROFIT SHARING PLAN
0 covered · 0 contracts
$0
Company contact details
Filing signers, plan administrators, auditors, actuaries
1 contact
Sponsor documents
Form 5500 filings and Top Hat statements on this EIN
6 documents - 2 plans - 4 years