Small Business Resource Center 401(k) Plan
What public Form 5500 filings show about the Small Business Resource Center 401(k) plan — and how to find and check your own account.
The Small Business Resource Center 401(k) on its latest Form 5500
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.
Who runs the Small Business Resource Center 401(k)?
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.
How to check your Small Business Resource Center 401(k)
- Log in to Transamerica’s participant portal (the site on your statements).
- Ask Small Business Resource Center HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).