· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
RESOURCE GROUP LLC — RESOURCE GROUP LLC CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250816172904NAL0032728226001
RESOURCE GROUP LLC
Form 5500-SF
FILING_RECEIVED
RESOURCE GROUP LLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
5
Accounts w/ balance
—
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
RESOURCE GROUP LLC
.
Find decision makers
Plan sponsor
Name
RESOURCE GROUP LLC
EIN
37-1580711
Address
51 HADDONFIELD ROAD, SUITE 260 · CHERRY HILL, NJ · 08002
Phone
(856) 488-2836
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-16
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
BPGE CAPITAL MANAGEMENT, LLC
BPGE CAPITAL MANAGEMENT, LLC RETIREMENT PLAN
$1.1M · 8 participants
BURGDORF & ASSOCIATES WEALTH MANAGERS, INC.
BURGDORF & ASSOCIATES WEALTH MANAGERS, INC. 401(K) PLAN
$1.1M · 6 participants
ROHRS & ASSOCIATES, LLC
MFS 401(K) PROFIT SHARING PLAN
$1.1M · 5 participants
RICHARD AKIRMAIAN, INC.
RICHARD AKIRMAIAN 401(K) PLAN
$1.1M · 2 participants
HFM INVESTMENT ADVISORS, LLC
HFM INVESTMENT ADVISORS, LLC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Small plan (5500-SF) — Schedule H data not available.
$1.1M · 11 participants
MARSHALL WEALTH ADVISORS DBA THE RESOURCE GROUP
THE RESOURCE GROUP PROFIT SHARING PLAN
$1.1M · 3 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants
