What public Form 5500 filings show about the SRI International 401(k) plan — and how to find and check your own account.
SRI International (EIN 94-1160950) reports SRI INTERNATIONAL BASIC RETIREMENT PLAN on its most recent Form 5500, with $913.6M in plan assets across 1,574 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full SRI International filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is TIAA, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SRI International 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MULTNOMAH GROUP, TOWERS WATSON DELAWARE, KILPATRICK TOWNSEND & STOCKTON LLP, CBIZ CPAS P C.
