Plan Ledger DOL Form 5500 · updated monthly

Srs Consulting, Inc401(k)

SRS CONSULTING, INC 401K PROFIT SHARING PLAN · FREMONT, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

Srs Consulting, Inc reported $1,835 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. 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 0.017% to 0.020%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,474th of 9,483), and 8,020th of 11,654 in professional & technical services. active participation has shrunk from 165 to 124 since 2022.

Plan summary
Net assets, end of year$9,934,908
Participants with balances136
Active participants124
Employer contributions—
Employee contributions$762,987
Employer contribution per active participant—
Average account balance$73,051
Benefits paid to participants$593,143
Plan auditUnmodified (clean) audit opinion
AuditorDAVID L BUCK CPA
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 136 accts
2023$8.4M · 146 accts
2022$7.3M · 155 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,835
Total administrative$1,835
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 · 20242
ADP, INC. · Loan processing · Recordkeeping$1,835
ADP BROKER-DEALER · Other servicesindirect 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
2024ADP
2023ADP

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

Administrative cost history3
2024$1,835 · 0.02%
2023$1,390 · 0.02%
2022$1,324 · 0.02%
Same employer
Similar plansProfessional & Technical Services · California
King Technologies, Inc. CA$10.0M · 0.66%
Kodiak Robotics, Inc. CA$10.0M · 0.01%
Tenaya Therapeutics, Inc. CA$10.0M · 0.36%
Pavement Engineering Inc. CA$9.9M · 0.77%
Just Media, Inc. CA$9.9M · 0.60%
Raintree Systems, Inc. CA$9.8M · 0.42%
U.S. Cad CA$9.8M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522372326 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.