Plan Ledger DOL Form 5500 · updated monthly

Srf Consulting Group, Inc.401(k)

SRF CONSULTING, INC. PROFIT SHARING PLAN · MINNEAPOLIS, MN · plan year 2024

Reported admin expense ratio · 2024
0.05%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Srf Consulting Group, Inc. reported $51,162 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,718 per active participant. 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 2 years on file its reported administrative ratio fell from 0.28% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 274th-largest of 1,918 plans among Minnesota employers on file, and the 1,489th of 11,654 in professional & technical services. In 2024, employees put in $4.53 for every $1.00 the employer contributed; active participation has grown from 336 to 402 since 2022.

Plan summary
Net assets, end of year$101,540,447
Participants with balances520
Active participants402
Employer contributions$1,092,484
Employee contributions$4,944,945
Employer contribution per active participant$2,718
Average account balance$195,270
Benefits paid to participants$8,106,202
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$101.5M · 520 accts · $1.1M emplr
2023$90.0M · 495 accts · $1.0M emplr
2022$72.5M · 467 accts · $908K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,329
Investment management$45,833
Total administrative$51,162
The Srf Consulting Group, Inc. 401(k) match · 2024
Employer contribution per active participant$2,718
Median for plans this size$3,635
2024$2,718 per active participant
2023$2,655 per active participant
2022$2,702 per active participant

Srf Consulting Group, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$5,329
MMA SECURITIES LLC · Investment advisory (participants)$45,833
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$51,162 · 0.05%
2023$223,660 · 0.28%
2022$190,289 · 0.28%
All plans at this employer2
SRF CONSULTING, INC. PROFIT SHARING PLAN401(k)
SRF CONSULTING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Wsb LLC MN$123.9M · 0.11%
Sch Services, Inc. MN$119.4M · 0.04%
Interstate Companies, Inc. MN$99.6M · 0.27%
ONE10 LLC MN$98.1M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 410847319 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.