What public Form 5500 filings show about the Small Business Resource Center 401(k) plan — and how to find and check your own account.
Small Business Resource Center (EIN 38-3042915) reports SBAM RETIREMENT SAVINGS 401(K) POOLED EMPLOYER PLAN on its most recent Form 5500, with $10.8M in plan assets across 372 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Small Business Resource Center filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Small Business Resource Center 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MUTUAL SECURITIES OF CALIF, O N EQUITY SALES CO, CORECAP ADVISORS, REVALUE, LPL FINANCIAL, ADMIN GROUP DBA TAG RESOURCES.
