Plan Ledger DOL Form 5500 · updated monthly

Src, Inc.403(b)

SRC, INC. 403(B) RETIREMENT PLAN · NORTH SYRACUSE, NY · plan year 2025

Reported admin expense ratio · 2025
0.05%

Src, Inc. reported $176,685 in plan administrative expenses for 2025: 0.05% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.052% to 0.047%. The plan sits in the $250M–$1B size bracket, benchmarked here against 230 comparable plans and shown alongside other professional & technical services employers. By assets it is the 266th-largest of 5,648 plans among New York employers on file, and the 436th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$400,088,275
Participants with balances2,278
Active participants1,140
Employer contributions—
Employee contributions$17,067,354
Employer contribution per active participant—
Average account balance$175,631
Benefits paid to participants$21,795,733
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$400.1M · 2,278 accts
2024$351.3M · 2,344 accts
2023$311.7M · 2,352 accts
2022$273.1M · 2,349 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$140,315
Investment management$21,080
Audit (IQPA)$15,290
Total administrative$176,685
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
TIAA · Recordkeeping · Pension consulting$140,315
CAPFINANCIAL PARTNERS LLC · Investment management$21,080
FUSTCHARLES LLP · Accounting / audit$15,290

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025TIAA
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$176,685 · 0.05%
2024$156,190 · 0.05%
2023$172,308 · 0.06%
2022$152,547 · 0.05%
All plans at this employer2
SRC, INC. 403(B) RETIREMENT PLAN403(b)
SRC, INC. QUALIFIED RETIREMENT PLAN403(b)
Same employer
Similar plansProfessional & Technical Services · New York
Kelley Drye & Warren LLP NY$442.3M · 0.05%
Greenman-Pedersen, Inc. NY$396.0M · 0.01%
Proskauer Rose LLP NY$394.1M · 0.04%
Sullivan & Cromwell LLP NY$394.0M · 0.04%
Kantar, LLC NY$381.5M · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 150589832 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.