John Evans signed Resource Systems Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Resource Systems Group, Inc.'s EIN is 02-0405879.
Download the official 2024 Form 5500 (PDF) for Resource Systems Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Resource Systems Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THAYER PARTNERS, LLC | 45-3965574 | — | INVESTMENT ADVISORY | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Tgt Rmt 2040 Inv Fund | Mutual Funds | — | $0 | $3.1M | 12.7% | |
| Vanguard Tgt Rmt 2060 Inv Fund | Mutual Funds | — | $0 | $3.1M | 12.5% | |
| Vanguard Tgt Rmt 2055 Inv Fund | Mutual Funds | — | $0 | $3.0M | 12.0% | |
| Vanguard Tgt Rmt 2050 Inv Fund | Mutual Funds | — | $0 | $2.4M | 9.7% | |
| Vanguard Tgt Rmt 2045 Inv Fund | Mutual Funds | — | $0 | $2.0M | 8.0% | |
| Vgd Ttl Intl Stk Idx Adm Fd | Common Collective Trusts | — | $0 | $1.6M | 6.6% | |
| Vanguard Value Index Adm Fund | Mutual Funds | — | $0 | $1.3M | 5.4% | |
| Vanguard Tl Stk Mkt Idx Adm Fd | Common Collective Trusts | — | $0 | $1.2M | 4.7% | |
| Vanguard Tgt Rmt 2065 Inv Fund | Mutual Funds | — | $0 | $1.0M | 4.3% | |
| Vanguard Tgt Rmt 2035 Inv Fund | Mutual Funds | — | $0 | $1.0M | 4.1% | |
| Vanguard Tgt Rmt 2020 Inv Fund | Mutual Funds | — | $0 | $782K | 3.2% | |
| Vanguard Sm Cap Val Idx Adm Fd | Common Collective Trusts | — | $0 | $588K | 2.4% | |
| Vanguard MidCp Grth Idx Adm Fd | Common Collective Trusts | — | $0 | $372K | 1.5% | |
| Vanguard 500 Index Admiral Fd | Common Collective Trusts | — | $0 | $371K | 1.5% | |
| Vanguard Tgt Rmt 2030 Inv Fund | Mutual Funds | — | $0 | $358K | 1.5% | |
| Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | $0 | $275K | 1.1% | |
| Vanguard Mtrl Index Adm Fund | Mutual Funds | — | $0 | $260K | 1.1% | |
| Vanguard Sm Cap Gr Idx Adm Fd | Common Collective Trusts | — | $0 | $254K | 1.0% | |
| Prin Real Estate Secs SA-Z | Common Stocks | — | $0 | $175K | 0.7% | |
| Vanguard Growth Index Adm Fund | Mutual Funds | — | $0 | $174K | 0.7% | |
| Vanguard Emg Mk Stk Idx Adm Fd | Common Collective Trusts | — | $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 | Mutual Funds | — | $0 | $157K | 0.6% | |
| Vanguard Tgt Rmt Inc Inv Fund | Mutual Funds | — | $0 | $152K | 0.6% | |
| Vanguard Int-Tm Bd Idx Adm Fd | Common Collective Trusts | — | $0 | $143K | 0.6% | |
| Vanguard Tgt Rmt 2025 Inv Fund | Mutual Funds | — | $0 | $140K | 0.6% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $137K | 0.6% | |
| Vanguard MidCap Val Idx Adm Fd | Common Collective Trusts | — | $0 | $110K | 0.4% | |
| BlackRock HY Portfolio K Fund | Other securities | — | $0 | $103K | 0.4% | |
| iShs US Agg Bond Index K Fund | Other securities | — | $0 | $99K | 0.4% | |
| Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | $0 | $57K | 0.2% | |
| Vgd Infl-Prot Sec Adm Fund | Other securities | — | $0 | $565 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
