Plan Snapshot
- Plan Sponsor: Specialist Resources Global, INC.
- Sponsor EIN: 463924802
- Sponsor Address: 318 SEABOARD LANE #110, FRANKLIN, TN, 37067
- Plan Type: 401(k)
- Total Participants: 486
- Total Assets: $34.9M
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. |
|---|---|---|---|---|
| 2024 | 486 | $34.9M | $845,269 | $3.2M |
| 2023 | 559 | $30.6M | $999,629 | $3.9M |
| 2022 | 327 | $25.0M | $933,835 | $3.4M |
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 |
|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | CONSULTANT | $82,732 | — | $82,732 |
| ADP, INC. | RECORD KEEPER | $10,548 | — | $10,548 |
| KNAV CPA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RESOURCES INVESTMENT ADVISORS, INC. — CONSULTANT
- ADP, INC. — RECORD KEEPER
- KNAV CPA LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,280
- Estimated Expense Ratio: 0.267% 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 |
|---|---|---|---|---|---|
| 2024 | $93,281 | $82,732 | — | — | — |
| 2023 | $73,898 | $68,129 | — | — | — |
| 2022 | $70,261 | — | — | — | — |