Plan Snapshot
- Plan Sponsor: Smart Retirement Solutions, INC.
- Sponsor EIN: 881526902
- Sponsor Address: 209 10TH AVENUE SOUTH, NASHVILLE, TN, 37203
- Plan Type: 401(k)
- Plan Number: 401
- Total Participants: 6,378
- Total Assets: $91.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 6,378 | $91.2M | $3.0M | $4.2M |
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 | Recordkeeper | $111,795 | — | $111,795 |
| TRANSAMERICA FINANCIAL LIFE INS | Recordkeeper | $107,107 | — | $107,107 |
| TRNASAMERICA LIFE INSURANCE CO | Recordkeeper | $30,273 | — | $30,273 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS — Recordkeeper
- TRNASAMERICA LIFE INSURANCE CO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $249,175
- Estimated Expense Ratio: 0.273% 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 | $244,642 | — | — | — | — |