Plan Ledger DOL Form 5500 · updated monthly

Strategic Resources, Inc.401(k)

STRATEGIC RESOURCES, INC. 401(K) PROFIT SHARING PLAN · VIENNA, VA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Strategic Resources, Inc. reported $4,575 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $56 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 0.90% to 0.10%. 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 Virginia (1,868th of 2,266), and 9,928th of 11,654 in professional & technical services. In 2024, employees put in $9.88 for every $1.00 the employer contributed; active participation has grown from 269 to 460 since 2022.

Plan summary
Net assets, end of year$4,666,720
Participants with balances104
Active participants460
Employer contributions$25,706
Employee contributions$253,872
Employer contribution per active participant$56
Average account balance$44,872
Benefits paid to participants$656,468
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 104 accts · $26K emplr
2023$4.3M · 118 accts
2022$3.7M · 116 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,200
Investment management$375
Total administrative$4,575
The Strategic Resources, Inc. 401(k) match · 2024
Employer contribution per active participant$56
Median for plans this size$1,313

Strategic Resources, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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.

Administrative cost history3
2024$4,575 · 0.10%
2023$9,221 · 0.23%
2022$36,741 · 0.90%
Same employer
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Ctr Management Group, LLC VA$4.5M · 1.45%
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Source: U.S. Department of Labor, Form 5500 series, EIN 541526169 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.