# Small Business Resource Center 401(k) Plan
Source: https://planprovider.pro/companies/small-business-resource-center-401k-plan

> Small Business Resource Center's 401(k) plan: 372 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Small Business Resource Center

- **Sponsor EIN:** 383042915

- **Sponsor Address:** 120 N. WASHINGTON SQUARE SUITE 1000, LANSING, MI, 48933

- **Plan Type:** 401(k)

- **Total Participants:** 372

- **Total Assets:** $10.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|372|$10.8M|$517,897|$1.2M|

| 2022|272|$8.3M|$487,903|$557,532|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ADMIN. GROUP, LLC DBA TAG RESOURCES|TPA, RECORDKPR|$60,776|—|$60,776|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$54,072|—|$54,072|

| THE O.N. EQUITY SALES CO.|INVESTMENT ADVISORY-PLAN|$33,402|—|$33,402|

| MORGAN STANLEY GLOBAL BANKING|INVESTMENT ADVISORY-PLAN|$26,018|—|$26,018|

| TEMPLETON & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [MORGAN STANLEY GLOBAL BANKING](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISORY-PLAN

- [TEMPLETON & COMPANY](https://planprovider.pro/provider/templeton-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $174,268

- **Estimated Expense Ratio:** 1.608% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2023|$93,303|$33,432|$30,388|—|—|

| 2022|$55,416|$21,883|$33,533|—|—|

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