# Specialist Resources Global, INC. 401(k) Plan
Source: https://planprovider.pro/companies/specialist-resources-global-inc-401k-plan

> Specialist Resources Global, INC.'s 401(k) plan: 486 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/epic-retirement-plan-services) — CONSULTANT

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [KNAV CPA LLP](https://planprovider.pro/provider/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|—|—|—|—|

## Similar Plans

- [Marigold Group, INC.](https://planprovider.pro/companies/cm-acquisitions-holdings-inc-401k-plan) — 475 participants

- [Qualifacts Systems, LLC](https://planprovider.pro/companies/qualifacts-systems-inc-401k-plan) — 386 participants

- [Ncontracts LLC](https://planprovider.pro/companies/ncontracts-llc-401k-plan) — 356 participants

- [Healthstream, INC.](https://planprovider.pro/companies/healthstream-inc-401k-plan) — 1,081 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/specialist-resources-global-inc-401k-plan)

© 2026 PlanProvider.Pro