Specialist Resources Global 401(k) match, vesting and fees
What Specialist Resources Global's 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 | Resources Investment Advisors, Inc. | Schedule C ↗ |
| Independent auditor | Knav Cpa LLP (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 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Specialist Resources Global: employer contribution per participant | $2,736 | |
| Peer median | $2,521 |
| Specialist Resources Global: average balance | $112,985 | |
| Peer median | $75,833 |
| Specialist Resources Global: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $29.5M at the end of plan year 2021 to $34.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 631 | $34.9M | $845K | $2,736 | 0.28% | Not published | Form 5500 ↗ |
| 2023 | 751 | $30.6M | $1000K | $2,450 | 0.27% | Not published | Form 5500 ↗ |
| 2022 | 500 | $25M | $934K | $2,370 | 0.26% | Not published | Form 5500 ↗ |
| 2021 | 494 | $29.5M | $806K | $2,172 | 0.40% | Not published | Form 5500 ↗ |
Common questions
Does Specialist Resources Global match 401(k) contributions?
The match terms for the Specialist Resources Global, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $845K in employer contributions, about $2,736 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Specialist Resources Global 401(k) match vested?
The vesting schedule for the Specialist Resources Global, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Specialist Resources Global 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Resources Investment Advisors, Inc.. The plan administrator is Specialist Resources Global, Inc..
I left Specialist Resources Global. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Specialist Resources Global, Inc., (615) 649-4377) or the recordkeeper, Resources Investment Advisors, Inc.. The Specialist Resources Global old 401(k) page lists the contacts from every plan filing. Find an old Specialist Resources Global 401(k)
Data from the public Form 5500 annual reports Specialist Resources Global filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Specialist Resources Global. Not financial advice. Report a correction · Methodology