Original filing (PDF)20251015155846NAL0002709907001

Marshall Wealth Advisors DBA the Resource Group

Name: Marshall Wealth Advisors DBA the Resource Group — Form 5500 Plan 001 (2024)
Creator: Marshall Wealth Advisors DBA the Resource Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Resource Group Profit Sharing Plan

Defined-contribution retirement plan · Marshall Wealth Advisors DBA the Resource Group's The Resource Group Profit Sharing Plan held $1.1M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

John Marshall signed Marshall Wealth Advisors DBA the Resource Group's 2024 Form 5500 as plan administrator.

John Marshall — 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

Marshall Wealth Advisors DBA the Resource Group's EIN is 86-2982853.

EIN 86-2982853

Plan number 001

Plan year 2024

ACK ID 20251015155846NAL0002709907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Marshall Wealth Advisors DBA the Resource Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Marshall Wealth Advisors DBA the Resource Group's plan includes profit-sharing, a self-directed brokerage window, life insurance.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARSHALL WEALTH ADVISORS DBA THE RESOURCE GROUP.

Finding similar companies…

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

Knocking points off