How big is Resource Refocus, LLC's plan?

Resource Refocus, LLC's plan reported $760K in assets and 9 participants for 2024.

Original filing (PDF)20250709180111NAL0002987443001

Resource Refocus, LLC

Name: Resource Refocus, LLC — Resource Refocus 401(k) Plan, Form 5500 (2024)
Creator: Resource Refocus, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Resource Refocus 401(k) Plan

401(k) retirement plan · Resource Refocus, LLC's Resource Refocus 401(k) Plan held $760K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$760K

Net assets (EOY)

$760K

People on this filing

Rick Belgarde signed Resource Refocus, LLC's 2024 Form 5500 as plan administrator.

Rick Belgarde — 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

Resource Refocus, LLC's EIN is 27-3958183.

EIN 27-3958183

Plan number 001

Plan year 2024

ACK ID 20250709180111NAL0002987443001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Resource Refocus, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Resource Refocus, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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