How big is Benefits Resource Group, LLC's plan?

Benefits Resource Group, LLC's plan reported $1.8M in assets and 3 participants for 2025.

Original filing (PDF)20260224144753NAL0003971411001

Benefits Resource Group, LLC

Name: Benefits Resource Group, LLC — Benefits Resource, Form 5500 (2025)
Creator: Benefits Resource Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Benefits Resource Group, LLC 401(k) and Profit Sharing Plan

401(k) retirement plan · Benefits Resource Group, LLC's Benefits Resource Group, LLC 401(k) and Profit Sharing Plan held $1.8M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Bobbie Whittaker signed Benefits Resource Group, LLC's 2025 Form 5500 as plan administrator.

Bobbie Whittaker — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Benefits Resource Group, LLC's EIN is 26-0124234.

EIN 26-0124234

Plan number 001

Plan year 2025

ACK ID 20260224144753NAL0003971411001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Benefits Resource Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Benefits Resource Group, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BENEFITS RESOURCE GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score