How big is Resource Financial Group, Ltd.'s plan?

Resource Financial Group, Ltd.'s plan reported $4.3M in assets and 8 participants for 2025.

Original filing (PDF)20260330073621NAL0014794384001

Resource Financial Group, Ltd.

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

Form 5500-SF

FILING_RECEIVED

Resource Financial Group 401(k) Plan

401(k) retirement plan · Resource Financial Group, Ltd.'s Resource Financial Group 401(k) Plan held $4.3M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

Peter Maris signed Resource Financial Group, Ltd.'s 2025 Form 5500 as plan administrator.

Peter Maris — 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 Financial Group, Ltd.'s EIN is 36-4108399.

EIN 36-4108399

Plan number 001

Plan year 2025

ACK ID 20260330073621NAL0014794384001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Resource Financial Group, Ltd.'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 FINANCIAL GROUP, LTD..

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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