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Original filing (PDF)20251010105619NAL0007990097001
RESOURCE SYSTEMS GROUP, INC.
Form 5500
FILING_RECEIVED
RESOURCE SYSTEMS GROUP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
101
Accounts w/ balance
160
Plan assets (EOY)
$24.6M
Net assets (EOY)
$24.6M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESOURCE SYSTEMS GROUP, INC..
Plan sponsor
Name
RESOURCE SYSTEMS GROUP, INC.
EIN
02-0405879
Address
55 RAILROAD ROW, SUITE 200 · WHITE RIVER JUNCTION, VT · 050017177
Phone
(276) 639-9676
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GALLAGHER, FLYNN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THAYER PARTNERS, LLC | 45-3965574 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $47K | — |
Investments
31 direct securities · 1 pooled fund· $24.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$24.6M
31 holdings
Pooled Separate Account
$157K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Tgt Rmt 2040 Inv Fund | — | — | $0 | $3.1M | 12.7% | |
| Vanguard Tgt Rmt 2060 Inv Fund | — | — | $0 | $3.1M | 12.5% | |
| Vanguard Tgt Rmt 2055 Inv Fund | — | — | $0 | $3.0M | 12.0% | |
| Vanguard Tgt Rmt 2050 Inv Fund | — | — | $0 | $2.4M | 9.7% | |
| Vanguard Tgt Rmt 2045 Inv Fund | — | — | $0 | $2.0M | 8.0% | |
| Vgd Ttl Intl Stk Idx Adm Fd | — | — | $0 | $1.6M | 6.6% | |
| Vanguard Value Index Adm Fund | — | — | $0 | $1.3M | 5.4% | |
| Vanguard Tl Stk Mkt Idx Adm Fd | — | — | $0 | $1.2M | 4.7% | |
| Vanguard Tgt Rmt 2065 Inv Fund | — | — | $0 | $1.0M | 4.3% | |
| Vanguard Tgt Rmt 2035 Inv Fund | — | — | $0 | $1.0M | 4.1% | |
| Vanguard Tgt Rmt 2020 Inv Fund | — | — | $0 | $782K | 3.2% | |
| Vanguard Sm Cap Val Idx Adm Fd | — | — | $0 | $588K | 2.4% | |
| Vanguard MidCp Grth Idx Adm Fd | — | — | $0 | $372K | 1.5% | |
| Vanguard 500 Index Admiral Fd | — | — | $0 | $371K | 1.5% | |
| Vanguard Tgt Rmt 2030 Inv Fund | — | — | $0 | $358K | 1.5% | |
| Vanguard Mid Cap Index Adm Fd | — | — | $0 | $275K | 1.1% | |
| Vanguard Mtrl Index Adm Fund | — | — | $0 | $260K | 1.1% | |
| Vanguard Sm Cap Gr Idx Adm Fd | — | — | $0 | $254K | 1.0% | |
| Prin Real Estate Secs SA-Z | — | — | $0 | $175K | 0.7% | |
| Vanguard Growth Index Adm Fund | — | — | $0 | $174K | 0.7% | |
| Vanguard Emg Mk Stk Idx Adm Fd | — | — | $0 | $161K | 0.7% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $157K | 0.6% | |
| Vanguard Dev Mkts Index Adm Fd | — | — | $0 | $157K | 0.6% | |
| Vanguard Tgt Rmt Inc Inv Fund | — | — | $0 | $152K | 0.6% | |
| Vanguard Int-Tm Bd Idx Adm Fd | — | — | $0 | $143K | 0.6% | |
| Vanguard Tgt Rmt 2025 Inv Fund | — | — | $0 | $140K | 0.6% | |
| Prin Fixed Inc Guar Option | — | — | $0 | $137K | 0.6% | |
| Vanguard MidCap Val Idx Adm Fd | — | — | $0 | $110K | 0.4% | |
| BlackRock HY Portfolio K Fund | — | — | $0 | $103K | 0.4% | |
| iShs US Agg Bond Index K Fund | — | — | $0 | $99K | 0.4% | |
| Vanguard Sm Cap Index Adm Fund | — | — | $0 | $57K | 0.2% | |
| Vgd Infl-Prot Sec Adm Fund | — | — | $0 | $565 | <0.1% |
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