TARA Evans, for TAG Resources signed Small Business Resource Center's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Small Business Resource Center's EIN is 38-3042915.
Download the official 2023 Form 5500 (PDF) for Small Business Resource Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Small Business Resource Center's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| WELLS FARGO ADVISORS LLC |
| 34-1542819 |
| — |
| OTHER SERVICES |
| $133 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE O.N. EQUITY SALES CO. | 31-0742113 | — | INVESTMENT ADVISORY-PLAN | $17K | — |
| MORGAN STANLEY GLOBAL BANKING | 26-4310632 | — | INVESTMENT ADVISORY-PLAN | $13K | — |
| CORECAP ADVISORS | 23-2809463 | — | INVESTMENT ADVISORY-PLAN | $2K | — |
| LPL FINANCIAL CORPORATION | 04-3046611 | — | INVESTMENT ADVISORY-PLAN | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 62-1874769 | — | TPA, RECORDKPR | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL SECURITIES, INC. OF CALIF. | 95-3703162 | — | OTHER SERVICES | $2K | — |
| REVALUE LLC | 46-4847283 | — | OTHER SERVICES | $80 | — |
