Plan Ledger DOL Form 5500 · updated monthly

Sri International401(k)

SRI INTERNATIONAL BASIC RETIREMENT PLAN · MENLO PARK, CA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Sri International reported $352,866 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,680 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 rose from 0.02% to 0.04%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 148th-largest of 9,483 plans among California employers on file, and the 198th of 11,654 in professional & technical services. In 2024, the employer put in $4.16 for every $1.00 employees contributed themselves; active participation has shrunk from 1,501 to 1,243 since 2022.

Plan summary
Net assets, end of year$887,088,605
Participants with balances4,754
Active participants1,243
Employer contributions$9,546,814
Employee contributions$2,296,885
Employer contribution per active participant$7,680
Average account balance$186,598
Benefits paid to participants$65,577,785
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$887.1M · 4,754 accts · $9.5M emplr
2023$851.7M · 5,211 accts · $8.8M emplr
2022$778.2M · 5,322 accts · $8.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$142,347
Investment management$64,000
Audit (IQPA)$73,028
Total administrative$352,866
The Sri International 401(k) match · 2024
Employer contribution per active participant$7,680
Median for plans this size$4,294
2024$7,680 per active participant
2023$6,110 per active participant
2022$5,760 per active participant

Sri International's 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top quarter of its peers. 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 · 20245
TIAA · Recordkeeping · Pension consulting$142,347
CBIZ CPAS P.C. · Accounting / audit$73,028
MULTNOMAH GROUP, INC · Investment advisory (plan)$64,000
KILPATRICK TOWNSEND & STOCKTON LLP · Legal$42,954
TOWERS WATSON DELAWARE INC. · Consulting$30,537

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$352,866 · 0.04%
2023$163,557 · 0.02%
2022$208,433 · 0.02%
All plans at this employer3
SRI INTERNATIONAL BASIC RETIREMENT PLAN401(k)
SRI INTERNATIONAL RETIREMENT SAVINGS PLAN403(b)
SRI INTERNATIONAL 401(K) PLAN401(k)
Same employer
Similar plansProfessional & Technical Services · California
Paul Hastings LLP CA$1.1B · 0.09%
Littler Mendelson, P.C. CA$1.1B · 0.09%
O'Melveny & Myers LLP CA$878.6M · 0.11%
Equinix CA$878.1M · 0.05%
Splunk Inc. CA$821.2M
Protiviti Inc CA$814.1M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941160950 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.