How big is SRS Capital Advisors, LLC's plan?

SRS Capital Advisors, LLC's plan reported $699K in assets and 5 participants for 2024.

Original filing (PDF)20260225153001NAL0008405666001

SRS Capital Advisors, LLC

Name: SRS Capital Advisors, LLC — SRS Capital Advisors, Form 5500 (2024)
Creator: SRS Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SRS Capital Advisors, LLC 401(k) Plan

401(k) retirement plan · SRS Capital Advisors, LLC's SRS Capital Advisors, LLC 401(k) Plan held $699K in plan assets for 5 participants in 2024.

Signals · 2

Late filing · 3.3 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$699K

Net assets (EOY)

$699K

People on this filing

Michael Riordan signed SRS Capital Advisors, LLC's 2024 Form 5500 as plan administrator.

Michael Riordan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

SRS Capital Advisors, LLC's EIN is 20-5519650.

EIN 20-5519650

Plan number 001

Plan year 2024

ACK ID 20260225153001NAL0008405666001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SRS Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SRS Capital Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SRS CAPITAL ADVISORS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off