How big is Technology Resource Group's plan?

Technology Resource Group's plan reported $4.8M in assets and 101 participants for 2024.

Original filing (PDF)20251010081257NAL0017961170001

Technology Resource Group

Name: Technology Resource Group — TRG 401(k) Plan, Form 5500 (2024)
Creator: Technology Resource Group
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

TRG 401(k) Plan

401(k) retirement plan · Technology Resource Group's TRG 401(k) Plan held $4.8M in plan assets for 101 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

101

Accounts w/ balance

130

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan identifiers

Technology Resource Group's EIN is 38-3439760.

EIN 38-3439760

Plan number 002

Plan year 2024

ACK ID 20251010081257NAL0017961170001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Technology Resource Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Technology Resource Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TECHNOLOGY RESOURCE GROUP.

Finding similar companies…

How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

TECHNOLOGY RESOURCE GROUP

EIN

all filings

Address

3001 W BIG BEAVER · SUITE 720 · TROY, MI · 48084

Phone

(248) 546-6900

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CUSMANO & CO., P.C.

Trustee / custodian

Service providers (Schedule C)

No Schedule C providers reported

Investments

30 direct securities· $4.8M(100% of reported assets)

Mutual Funds

$4.5M

28 holdings

Other securities

$258K

2 holdings

					% of plan
American Funds 2035 Target Date Fund	Mutual Funds	—	—	$517K	10.8%
American Funds 2040 Target Date Fund	Mutual Funds	—	—	$426K	8.9%
American Funds 2030 Target Date Fund	Mutual Funds	—	—	$348K	7.3%
American Funds Growth Fund of America	Mutual Funds	—	—	$347K	7.3%
American Funds 2055 Target Date Fund	Mutual Funds	—	—	$332K	6.9%
American Funds Investment Co of America	Mutual Funds	—	—	$269K	5.6%
American Funds American Balanced Fund	Mutual Funds	—	—	$249K	5.2%
American Funds American Mutual Fund	Mutual Funds	—	—	$223K	4.7%
American Funds Smallcap World Fund	Mutual Funds	—	—	$214K	4.5%
American Funds Washington Mutual Investors	Mutual Funds	—	—	$163K	3.4%
AMCAP Fund	Other securities	—	—	$158K	3.3%
American Funds 2060 Target Date Fund	Mutual Funds	—	—	$148K	3.1%
American Funds 2050 Target Date Fund	Mutual Funds	—	—	$139K	2.9%
American Funds US Government Securities	Mutual Funds	—	—	$131K	2.7%
American Funds American High-Income Trust	Mutual Funds	—	—	$128K	2.7%
American Funds New Economy Fund	Mutual Funds	—	—	$128K	2.7%
American Funds New Perspective Fund	Mutual Funds	—	—	$108K	2.3%
American Funds 2045 Target Date Fund	Mutual Funds	—	—	$108K	2.3%
Notes Receivable from Participants	Other securities	—	—	$100K	2.1%
American Funds New World Fund	Mutual Funds	—	—	$99K	2.1%
American Funds Capital World Growth and Income	Mutual Funds	—	—	$94K	2.0%
American Funds Fundamental Investors	Mutual Funds	—	—	$75K	1.6%
American Funds 2025 Target Date Fund	Mutual Funds	—	—	$75K	1.6%
American Funds Income Fund of America	Mutual Funds	—	—	$56K	1.2%
American Funds 2065 Target Date Fund	Mutual Funds	—	—	$36K	0.8%
American Funds Bond Fund of America	Mutual Funds	—	—	$33K	0.7%
American Funds US Government Money Market	Mutual Funds	—	—	$33K	0.7%
American Funds Capital Income Builder	Mutual Funds	—	—	$26K	0.5%
American Funds 2020 Target Date Fund	Mutual Funds	—	—	$5K	0.1%
American Funds Capital World Bond Fund	Mutual Funds	—	—	$5K	<0.1%