How big is SRAM LLC's plan?

SRAM LLC's plan reported $152.1M in assets and 815 participants for 2024.

Original filing (PDF)20251002150449NAL0000646961001

SRAM LLC

Name: SRAM LLC — SRAM LLC Retirement Savings Plan, Form 5500 (2024)
Creator: SRAM LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

SRAM LLC Retirement Savings Plan

401(k) retirement plan · SRAM LLC's SRAM LLC Retirement Savings Plan held $152.1M in plan assets for 815 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

815

Accounts w/ balance

999

Plan assets (EOY)

$152.1M

Net assets (EOY)

$152.1M

People on this filing

Eileen Mulry signed SRAM LLC's 2024 Form 5500 as plan administrator.

Eileen Mulry — 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

SRAM LLC's EIN is 26-3399553.

EIN 26-3399553

Plan number 001

Plan year 2024

ACK ID 20251002150449NAL0000646961001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SRAM LLC's plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

100

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (99th percentile).

Plan sponsor

Name

SRAM LLC

EIN

all filings

Address

1000 W FULTON MARKET · 4TH FLOOR · CHICAGO, IL · 60607

Phone

(312) 664-8800

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2E · Profit-sharing

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$95K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$30K	—

Investments

35 direct securities· $152.1M(100% of reported assets)

Mutual Funds

$105.1M

24 holdings

Common Collective Trusts

$40.2M

5 holdings

Other securities

$5.6M

5 holdings

Self-Directed Brokerage

$1.2M

1 holding

					% of plan
Fidelity Investments, Inc. 500 Index Fund	Common Collective Trusts	—	—	$32.5M	21.3%
Fidelity Investments, Inc. Fidelity Freedom 2035 K	Mutual Funds	—	—	$18.2M	12.0%
Fidelity Investments, Inc. Fidelity Freedom 2040 K	Mutual Funds	—	—	$11.9M	7.8%
Fidelity Investments, Inc. Fidelity Freedom 2045 K	Mutual Funds	—	—	$11.9M	7.8%
Fidelity Investments, Inc. Blue Chip Growth Fund	Mutual Funds	—	—	$11.6M	7.6%
Fidelity Investments, Inc. Fidelity Freedom 2050 K	Mutual Funds	—	—	$11.1M	7.3%
Fidelity Investments, Inc. Fidelity Freedom 2030 K	Mutual Funds	—	—	$8.1M	5.3%
Fidelity Investments, Inc. Fidelity Freedom 2025 K	Mutual Funds	—	—	$6.5M	4.3%
Fidelity Investments, Inc. Fidelity Freedom 2055 K	Mutual Funds	—	—	$6.2M	4.1%
Columbia Dividend Income Fund	Other securities	—	—	$3.1M	2.1%
Fidelity Investments, Inc. Total Bond Fund	Mutual Funds	—	—	$3.0M	2.0%
Fidelity Investments, Inc. Mid Cap Stock Index Fund	Common Collective Trusts	—	—	$2.7M	1.8%
Janus Henderson Triton Fund	Mutual Funds	—	—	$2.6M	1.7%
Fidelity Investments, Inc. Fidelity Freedom 2060 K	Mutual Funds	—	—	$2.5M	1.7%
Fidelity Investments, Inc. Global ex U.S. Index Fund	Common Collective Trusts	—	—	$2.5M	1.6%
Fidelity Investments, Inc. U.S. Bond Index Fund	Common Collective Trusts	—	—	$2.3M	1.5%
Fidelity Investments, Inc. Small Cap Stock Fund	Mutual Funds	—	—	$1.9M	1.3%
Fidelity Investments, Inc. Government Money Market Fund	Mutual Funds	—	—	$1.8M	1.2%
MFS International Diversification Fund	Mutual Funds	—	—	$1.8M	1.2%
Fidelity Investments, Inc. Emerging Markets Fund	Mutual Funds	—	—	$1.3M	0.8%
Individual Brokerage Accounts * Fidelity Investments, Inc. Self-directed brokerage accounts	Self-Directed Brokerage	—	—	$1.2M	0.8%
Ceredex Virtus Ceredex Mid-Cap Value Equity Fund	Other securities	—	—	$998K	0.7%
Fidelity Investments, Inc. Fidelity Freedom 2020 K	Mutual Funds	—	—	$946K	0.6%
Fidelity Investments, Inc. Fidelity Freedom 2065 K	Mutual Funds	—	—	$936K	0.6%
MFS Mid Cap Growth Fund	Mutual Funds	—	—	$911K	0.6%
Fidelity Investments, Inc. International Capital Appreciation Fund	Mutual Funds	—	—	$798K	0.5%
with maturity dates through December 2033)	Other securities	—	—	$740K	0.5%
Fidelity Investments, Inc. Real Estate Investment Fund	Mutual Funds	—	—	$472K	0.3%
Fidelity Investments, Inc. Fidelity Freedom Income K	Mutual Funds	—	—	$447K	0.3%
CRM Mid Cap Value Fund	Other securities	—	—	$418K	0.3%
Principal SmallCap R5 Fund	Other securities	—	—	$259K	0.2%
Fidelity Investments, Inc. Fidelity Inflation-Protected Bond Index Fund	Common Collective Trusts	—	—	$252K	0.2%
AS Special Small Cap Value Adm Fund	Mutual Funds	—	—	$149K	<0.1%
Fidelity Investments, Inc. Fidelity Freedom 2015 K	Mutual Funds	—	—	$53K	<0.1%
Fidelity Investments, Inc. Fidelity Freedom 2010 K	Mutual Funds	—	—	$7K	<0.1%