Plan Ledger DOL Form 5500 · updated monthly

Specialist Resources Global, Inc.401(k)

SPECIALIST RESOURCES GLOBAL, INC. 401(K) PLAN · FRANKLIN, TN · plan year 2024

Reported admin expense ratio · 2024
0.28%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Specialist Resources Global, Inc. reported $93,281 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $1,739 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.26% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 370th-largest of 1,496 plans among Tennessee employers on file, and the 3,688th of 11,654 in professional & technical services. In 2024, employees put in $3.76 for every $1.00 the employer contributed; active participation has grown from 327 to 486 since 2022.

Plan summary
Net assets, end of year$34,912,342
Participants with balances309
Active participants486
Employer contributions$845,269
Employee contributions$3,175,083
Employer contribution per active participant$1,739
Average account balance$112,985
Benefits paid to participants$5,498,561
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.9M · 309 accts · $845K emplr
2023$30.6M · 408 accts · $1000K emplr
2022$25.0M · 394 accts · $934K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,549
Investment management$82,732
Total administrative$93,281
The Specialist Resources Global, Inc. 401(k) match · 2024
Employer contribution per active participant$1,739
Median for plans this size$2,416
2024$1,739 per active participant
2023$1,788 per active participant
2022$2,856 per active participant

Specialist Resources Global, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
RESOURCES INVESTMENT ADVISORS, INC. · Recordkeeping · Trustee$82,732
ADP, INC. · Recordkeeping · Loan processing$10,548
ADP BROKER-DEALER · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, RESOURCES INVESTMENT ADVISORS, INC.
2023ADP, RESOURCES INVESTMENT ADVISORS, INC.

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Administrative cost history3
2024$93,281 · 0.28%
2023$73,898 · 0.27%
2022$70,261 · 0.26%
Same employer
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Kraftcpas PLLC TN$36.9M · 0.09%
Qualifacts Systems, LLC TN$33.2M · 0.40%
Strata-G, LLC TN$32.5M · 0.28%
Emma, Inc. TN$31.3M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463924802 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.