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Original filing (PDF)20251010081257NAL0017961170001
TECHNOLOGY RESOURCE GROUP
Form 5500
FILING_RECEIVED
TRG 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
101
Accounts w/ balance
130
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
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 (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TECHNOLOGY RESOURCE GROUP.
Plan sponsor
Name
TECHNOLOGY RESOURCE GROUP
EIN
38-3439760
Address
3001 W BIG BEAVER · SUITE 720 · TROY, MI · 48084
Phone
(248) 546-6900
Industry
Other Services (ex. Public Admin)see all
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
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
30 direct securities· $4.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Fund | — | — | — | $517K | 10.8% | |
| American Funds 2040 Target Date Fund | — | — | — | $426K | 8.9% | |
| American Funds 2030 Target Date Fund | — | — | — | $348K | 7.3% | |
| American Funds Growth Fund of America | — | — | — | $347K | 7.3% | |
| American Funds 2055 Target Date Fund | — | — | — | $332K | 6.9% | |
| American Funds Investment Co of America | — | — | — | $269K | 5.6% | |
| American Funds American Balanced Fund | — | — | — | $249K | 5.2% | |
| American Funds American Mutual Fund | — | — | — | $223K | 4.7% | |
| American Funds Smallcap World Fund | — | — | — | $214K | 4.5% | |
| American Funds Washington Mutual Investors | — | — | — | $163K | 3.4% | |
| AMCAP Fund | — | — | — | $158K | 3.3% | |
| American Funds 2060 Target Date Fund | — | — | — | $148K | 3.1% | |
| American Funds 2050 Target Date Fund | — | — | — | $139K | 2.9% | |
| American Funds US Government Securities | — | — | — | $131K | 2.7% | |
| American Funds American High-Income Trust | — | — | — | $128K | 2.7% | |
| American Funds New Economy Fund | — | — | — | $128K | 2.7% | |
| American Funds New Perspective Fund | — | — | — | $108K | 2.3% | |
| American Funds 2045 Target Date Fund | — | — | — | $108K | 2.3% | |
| Notes Receivable from Participants | — | — | — | $100K | 2.1% | |
| American Funds New World Fund | — | — | — | $99K | 2.1% | |
| American Funds Capital World Growth and Income | — | — | — | $94K | 2.0% | |
| American Funds Fundamental Investors | — | — | — | $75K | 1.6% | |
| American Funds 2025 Target Date Fund | — | — | — | $75K | 1.6% | |
| American Funds Income Fund of America | — | — | — | $56K | 1.2% | |
| American Funds 2065 Target Date Fund | — | — | — | $36K | 0.8% | |
| American Funds Bond Fund of America | — | — | — | $33K | 0.7% | |
| American Funds US Government Money Market | — | — | — | $33K | 0.7% | |
| American Funds Capital Income Builder | — | — | — | $26K | 0.5% | |
| American Funds 2020 Target Date Fund | — | — | — | $5K | 0.1% | |
| American Funds Capital World Bond Fund | — | — | — | $5K | <0.1% |
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