401(k) · DOL Form 5500 · 2024

Financial Resources Group Invest 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
209
Participants Below avg headcount
74th
Percentile by assets National rank
$117,413
Avg per participant Below avg balance/head
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Official DOL plan name: Financial Resources Group Investment Services, LLC Profit · Sponsored by Financial Resources Group Invest · South Carolina · Finance & Insurance

$25M in assets, 209 participants

Financial Resources Group Invest's Financial Resources Group Investment Services, LLC Profit reported $25M in total assets and 209 participants in its 2024 DOL Form 5500 filing, ranking in the 74th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,139 in Finance & Insurance (8,549 peers)

Financial Resources Group Invest multi-year trail

Financial Resources Group Invest's plans moved +55.8% in assets from 2022 to 2024; this filing shows Financial Resources Group Investment Services, LLC Profit at $25M / 209 participants.

#5,139
in Finance & Insurance (8,549 peers)
+21.3%
assets growth YoY

Financial Resources Group Investment Services, LLC Profit's outsized position by total assets

Financial Resources Group Investment Services, LLC Profit vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$24,539,417 Top 26% higher than 74% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Financial Resources Group Investment Services, LLC Profit among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Financial Resources Group Investment Services, LLC Profit sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Financial Resources Group Investment Services, LLC Profit end-of-year assets rose from $20M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Financial Resources Group Investment Services, LLC Profit reported participants rose from 200 in the plan year 2023 filing to 209 in the plan year 2024 filing.
  • Financial Resources Group Investment Services, LLC Profit reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 464489444 · Financial Resources Group Invest PY 2024 · 401(k)

Financial Resources Group Investment Services, LLC Profit · $25M · 209 · 74th

  • BOY $25M
  • BOY 209
  • BOY 74th
  • BOY 401(k)
  • BOY near Third Coast Employee Services, LLC 401(k) Plan
  • BOY ind #5139

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in South Carolina →

Financial Resources Group Investment Services, LLC Profit in the asset neighbourhood

Financial Resources Group Investment Services, LLC ProfitFinancial Resources Group In…$25MThird Coast Employee Services, LLC 401(k) PlanThird Coast Employee Service…$25MControl Technologies, Inc. 401(k) PlanControl Technologies, Inc. 4…$25MCog Marketers, Ltd Employees Savings TrustCog Marketers, Ltd Employees…$25MKoenig & Bauer (US) Inc. 401(k) and Profit Sharing PlanKoenig & Bauer (US) Inc. 401…$25M
End-of-year total assets ($M) among Financial Resources Group Investment Services, LLC Profit and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Financial Resources Group Invest multi-year asset trail

Sponsor-wide plan assets over time

All Financial Resources Group Invest plans reported in each filing year

Latest sponsor-wide plan assets
$25M 55.818040335226286% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.8M $24.5M ▲ +55.8%
Year Plans Participants Total Assets
2022 1 153 $16M
2023 1 200 $20M
2024 1 209 $25M

Financial Resources Group Invest filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN464489444
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Financial Resources Group Investment Services, LLC Profit vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Financial Resources Group Investment Services, LLC Profit, Total assets ($B): 0.024539417 · Participants: 209Financial Resources Group Investment Services, LLC ProfitMichelin 401(k) Savings Plan, Total assets ($B): 4.477517422 · Participants: 15095Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.829914985 · Participants: 9296The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.663698617 · Participants: 11813Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.460862801 · Participants: 11878Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction PlanThe Milliken Retirement Plan, Total assets ($B): 1.350798497 · Participants: 5733The Milliken Retirement Plan
Financial Resources Group Investment Services, LLC Profit vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Financial Resources Group Investment Services, LLC Profit side-by-side with 3 peers →

Financial Resources Group Investment Services, LLC Profit's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Third Coast Employee Services, LLC 401(k) Plan in TX ($25M); by covered participants it is Del Amo Motorsports 401(k) Profit Sharing Plan in CA (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (209 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Financial Resources Group Investment Services, LLC Profit assets move in 2024? ▼
Financial Resources Group Investment Services, LLC Profit grew sharply - up 21.3% during 2024, from $20M to $25M. Reported net income was $4M.
How have Financial Resources Group Invest plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Financial Resources Group Invest's sponsor-wide assets grew 55.8%, from $16M to $25M.
Which 401(k) plans are similar in size to Financial Resources Group Investment Services, LLC Profit? ▼
Among 401(k) plans in other states, the closest by assets is Third Coast Employee Services, LLC 401(k) Plan in TX ($25M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Financial Resources Group Investment Services, LLC Profit? ▼
Among 401(k) plans in other states, the closest by covered participants is Del Amo Motorsports 401(k) Profit Sharing Plan in CA (209 participants, $291K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 464489444.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.