Original filing (PDF)20250729131032NAL0004731136001

RSI INTERNATIONAL, INC.

Name: RSI INTERNATIONAL, INC. — RSI INTERNATIONAL, INC. RETIREMENT PLAN AND TRUST, Form 5500 (2024)
Creator: RSI INTERNATIONAL, INC.

Form 5500-SF

FILING_RECEIVED

RSI INTERNATIONAL, INC. RETIREMENT PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RSI INTERNATIONAL, INC..

Plan sponsor

Name

RSI INTERNATIONAL, INC.

EIN

75-2136638

Address

1250 E COPELAND RD STE 300 · ARLINGTON, TX · 76011

Phone

(817) 861-6999

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

SWAIN & BALDWIN INS. INC.

SWAIN AND BALDWIN INSURANCE, INC., 401K, PSP

$4.0M · 32 participants

MD HUDACK INSURANCE SERVICES, INC.

MD HUDACK INSURANCE SERVICES, INC. RETIREMENT PLAN

$4.0M · 2 participants

CONTEMPORARY INSURANCE SERVICES, INC.

CONTEMPORARY INSURANCE SERVICES, INC PROFIT SHARING RETIREMENT PLAN

$4.0M · 8 participants

MOUNTAIN STATE INSURANCE AGENCY, INC.

MOUNTAIN STATE INSURANCE AGENCY, INC. 401(K) PSP

$4.0M · 24 participants

LANDSTAR TITLE AGENCY, INC.