Plan Snapshot
- Plan Sponsor: Ssg-Advisors, LLC Dba Resonance
- Sponsor EIN: 271226648
- Sponsor Address: 1 MILL STREET, SUITE 301, BURLINGTON, VT, 05401
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 86 | $7.2M | $374,652 | $845,968 |
| 2023 | 83 | $6.0M | $292,399 | $744,798 |
| 2022 | 81 | $4.8M | $264,975 | $664,955 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | Recordkeeper | $65,981 | — | $65,981 |
| SBHU/MORGAN STANLEY SMITH BARNEY, L | Investment Advisor | — | $34,666 | $34,666 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS, — Recordkeeper
- SBHU/MORGAN STANLEY SMITH BARNEY, L — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,647
- Estimated Expense Ratio: 1.392% 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 | $68,231 | — | — | — | — |
| 2023 | $51,064 | — | — | — | — |
| 2022 | $44,899 | — | $44,899 | — | — |