What public Form 5500 filings show about the Smart Retirement Solutions, Inc. 401(k) plan — and how to find and check your own account.
Smart Retirement Solutions, Inc. (EIN 88-1526902) reports CHOICE POOLED EMPLOYER PLAN I on its most recent Form 5500, with $91.2M in plan assets across 6,378 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 Smart Retirement Solutions, Inc. 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 ADMIN GROUP DBA TAG RESOURCES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Smart Retirement Solutions, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TRNASAMERICA LIFE INSURANCE CO, LPL FINANCIAL, EQUITY RISK SOLUTIONS, TRANSAMERICA FINANCIAL LIFE INS, RPA FINANCIAL.
