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

Resource Planning Group, Ltd.'s plan reported $454K in assets and 4 participants for 2022.

Original filing (PDF)20231013201706NAL0022721523001

Resource Planning Group, Ltd.

Name: Resource Planning Group, Ltd. — Resource Planning, Form 5500 (2022)
Creator: Resource Planning Group, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Resource Planning Group, Ltd. 401(k) Profit Sharing Plan

401(k) retirement plan · Resource Planning Group, Ltd.'s Resource Planning Group, Ltd. 401(k) Profit Sharing Plan held $454K in plan assets for 4 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$454K

Net assets (EOY)

$454K

Plan identifiers

Resource Planning Group, Ltd.'s EIN is 58-2588876.

EIN 58-2588876

Plan number 001

Plan year 2022

ACK ID 20231013201706NAL0022721523001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Resource Planning Group, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Resource Planning Group, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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