Smart Retirement Solutions 401(k) match, vesting and fees
What Smart Retirement Solutions' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Admin. Group, LLC DBA Tag Resources | Schedule C ↗ |
| Independent auditor | Templeton & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2023 medians for 655 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Smart Retirement Solutions: employer contribution per participant | $624 | |
| Peer median | $2,864 |
| Smart Retirement Solutions: average balance | $18,469 | |
| Peer median | $93,574 |
| Smart Retirement Solutions: admin expenses ÷ assets | 0.55% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $88.8M at the end of plan year 2023.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2023 | 8,007 | $88.8M | $3M | $624 | 0.55% | Not published | Form 5500 ↗ |
Common questions
Does Smart Retirement Solutions match 401(k) contributions?
The match terms for the Choice Pooled Employer Plan I have not been published from its filing yet. The plan year 2023 filing reports $3M in employer contributions, about $624 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Smart Retirement Solutions 401(k) match vested?
The vesting schedule for the Choice Pooled Employer Plan I is not in the data published so far. Your Summary Plan Description states it.
Who manages the Smart Retirement Solutions 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Admin. Group, LLC DBA Tag Resources. The plan administrator is Administrative Group, LLC DBA Tag Resources.
I left Smart Retirement Solutions. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Administrative Group, LLC DBA Tag Resources, (865) 670-1844) or the recordkeeper, Admin. Group, LLC DBA Tag Resources. The Smart Retirement Solutions old 401(k) page lists the contacts from every plan filing. Find an old Smart Retirement Solutions 401(k)
Data from the public Form 5500 annual reports Smart Retirement Solutions filed with the U.S. Department of Labor (plan years 2023) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Smart Retirement Solutions. Not financial advice. Report a correction · Methodology