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Original filing (PDF)20251015120407NAL0002372611001
SPECIALIST RESOURCES GLOBAL, INC.
Form 5500
FILING_RECEIVED
SPECIALIST RESOURCES GLOBAL, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
33% in single holding
Active participants
486
Accounts w/ balance
309
Plan assets (EOY)
$34.9M
Net assets (EOY)
$34.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
53 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "Employer (b) EIN Contributions Employers* Specialist Resources Global, Inc. 46-3924802 96.83%" is 33% of plan.
- 64% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPECIALIST RESOURCES GLOBAL, INC..
Plan sponsor
Name
SPECIALIST RESOURCES GLOBAL, INC.
EIN
46-3924802
Address
318 SEABOARD LANE #110 · FRANKLIN, TN · 37067
Phone
(615) 649-4377
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KNAV CPA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — | CONSULTANT | $83K | — |
Investments
45 direct securities · 2 pooled funds· $89.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$63.4M
27 holdings
Registered Investment Companies
$25.4M
18 holdings
Common Collective Trust
$1.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Employer (b) EIN Contributions Employers* Specialist Resources Global, Inc. 46-3924802 96.83% | — | — | — | $31.2M | 89.5% | |
| party maturity value Amount ($) Fidelity 500 Index Fund Mutual fund | — | — | — | $4.4M | 12.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $4.4M | 12.5% | |
| Fidelity Freedom Index 2030 Fund - Institutional Premium Class Mutual fund | — | — | — | $4.1M | 11.6% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $4.1M | 11.6% | |
| JPMorgan Large Cap Growth Fund - Class R6 Mutual fund | — | — | — | $3.2M | 9.1% | |
| Fidelity Freedom Index 2035 Fund - Institutional Premium Class Mutual fund | — | — | — | $2.6M | 7.6% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $2.6M | 7.6% | |
| Fidelity Freedom Index 2045 Fund - Institutional Premium Class Mutual fund | — | — | — | $2.5M | 7.2% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $2.5M | 7.2% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $2.5M | 7.1% | |
| Fidelity Freedom Index 2040 Fund - Institutional Premium Class Mutual fund | — | — | — | $2.5M | 7.1% | |
| Cloud Development Resources, Inc. 83-1356284 3.17% | — | — | — | $2.2M | 6.3% | |
| BlackRock Mid-Cap Growth Equity Fund Mutual fund | Registered Investment Companies | — | — | $1.5M | 4.2% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $1.3M | 3.7% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $1.3M | 3.6% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $1.2M | 3.5% | |
| American Funds New Perspective Fund Mutual fund | — | — | — | $1.2M | 3.5% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $1.1M | 3.2% | |
| Fidelity Freedom Index 2050 Fund - Institutional Premium Class Mutual fund | — | — | — | $1.1M | 3.2% | |
| GOLDMAN SACHS SV COL TR IS 2 GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $1.1M | 3.1% | |
| Fidelity Freedom Index 2025 Fund - Institutional Premium Class Mutual fund | — | — | — | $958K | 2.7% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $958K | 2.7% | |
| AB Small Cap Growth Portfolio - Class Z Mutual fund | — | — | — | $934K | 2.7% | |
| FlexTech, Inc. 38-2878822 0.00% | — | — | — | $775K | 2.2% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $731K | 2.1% | |
| Fidelity Freedom Index 2055 Fund -Institutional Premium Class Mutual fund | — | — | — | $731K | 2.1% | |
| Fidelity International Index Fund Mutual fund | Registered Investment Companies | — | — | $670K | 1.9% | |
| Fidelity Freedom Index Inc Fund -Institutional Premium Class Mutual fund | — | — | — | $646K | 1.8% | |
| FID FREE INDX INCOME IP | Registered Investment Companies | — | — | $646K | 1.8% | |
| PGIM High Yield Fund R6 Mutual fund | — | — | — | $633K | 1.8% | |
| MFS International Diversification Fund Mutual fund | Registered Investment Companies | — | — | $528K | 1.5% | |
| Fidelity Emerging Markets Index Fund Mutual fund | — | — | — | $516K | 1.5% | |
| Encore Health Resources, LLC 26-4093712 0.00% | — | — | — | $445K | 1.3% | |
| Loan notes to 9.50%, with various maturities | — | — | — | $257K | 0.7% | |
| FID US BOND IND | Registered Investment Companies | — | — | $245K | 0.7% | |
| Fidelity U.S. Bond Index Fund Mutual fund | — | — | — | $245K | 0.7% | |
| Cohen & Steers Realty Shares - Class Z Mutual fund | — | — | — | $234K | 0.7% | |
| Allspring Special Mc Val R6 Mutual fund | — | — | — | $206K | 0.6% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $182K | 0.5% | |
| eMids Technologies Private Limited, Corp 47-0945477 0.00% | — | — | — | $162K | 0.5% | |
| Specialist Resources Global, Inc. 401k Plan Financial Statements December 31, 2024, and December 31, 2023 Dodge & Cox Income Fund X Mutual fund | — | — | — | $162K | 0.5% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $157K | 0.4% | |
| Fidelity Freedom Index 2060 Fund -Institutional Premium Class Mutual fund | — | — | — | $157K | 0.4% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $149K | 0.4% | |
| the Plan** included not corrected outside VFCP 51*** $2,918 - | — | — | — | $3K | <0.1% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
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