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Original filing (PDF)20250903102453NAL0025777216001
RESURGENT CAPITAL SERVICES, LP
Form 5500
FILING_RECEIVED
RESURGENT CAPITAL SERVICES GROUP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
642
Accounts w/ balance
771
Plan assets (EOY)
$77.8M
Net assets (EOY)
$77.8M
How this plan invests
This plan
6 pooled trusts
Schedule D
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: LARGE CAP GROWTH FUND II (extraction pending)]" is 32% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESURGENT CAPITAL SERVICES, LP.
Plan sponsor
Name
RESURGENT CAPITAL SERVICES, LP
EIN
76-0609845
Address
55 BEATTIE PLACE · SUITE 110, MS #427 · GREENVILLE, SC · 29601
Phone
(864) 248-8790
Industry
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
2025-09-03
Pension benefit codes
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $83K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS | 87-1928698 | — | ADVISOR | $62K | — |
Investments
6 pooled funds· $17.3M(22% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $5.5M | 7.1% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $3.6M | 4.6% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $2.8M | 3.6% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.7M | 3.5% | |
| MID CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $2.0M | 2.6% | |
| SMALL CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $706K | 0.9% |