Smart Retirement Solutions, Inc. 401(k) Plan
What public Form 5500 filings show about the Smart Retirement Solutions, Inc. 401(k) plan — and how to find and check your own account.
The Smart Retirement Solutions, Inc. 401(k) on its latest Form 5500
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.
Who runs the Smart Retirement Solutions, Inc. 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 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.
How to check your Smart Retirement Solutions, Inc. 401(k)
- Log in to ADMIN GROUP DBA TAG RESOURCES’s participant portal (the site on your statements).
- Ask Smart Retirement Solutions, Inc. 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).