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 50% of scoring inputs for this filing.
Compliance & integrity
86
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Knocking points off
Filed 3.4 months past the 10.5-month grace window.
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SRS WEALTH MANAGEMENT GROUP, INC.
Plan sponsor
Name
SRS WEALTH MANAGEMENT GROUP, INC
EIN
26-2035239
Address
3888 S SHERWOOD FOREST BLVD · BLDG 3 STE K · BATON ROUGE, LA · 70816
