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Original filing (PDF)20251002150449NAL0000646961001
SRAM LLC
Form 5500
FILING_RECEIVED
SRAM LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
815
Accounts w/ balance
999
Plan assets (EOY)
$152.1M
Net assets (EOY)
$152.1M
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 (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SRAM LLC.
Plan sponsor
Name
SRAM LLC
EIN
26-3399553
Address
1000 W FULTON MARKET · 4TH FLOOR · CHICAGO, IL · 60607
Phone
(312) 664-8800
Industry
Manufacturingsee all
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$95K | — |
Advisor / Consultant
1| 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)
Uncategorized
$151.9M
34 holdings
Mutual Funds
$149K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments, Inc. 500 Index Fund | — | — | — | $32.5M | 21.3% | |
| Fidelity Investments, Inc. Fidelity Freedom 2035 K | — | — | — | $18.2M | 12.0% | |
| Fidelity Investments, Inc. Fidelity Freedom 2040 K | — | — | — | $11.9M | 7.8% | |
| Fidelity Investments, Inc. Fidelity Freedom 2045 K | — | — | — | $11.9M | 7.8% | |
| Fidelity Investments, Inc. Blue Chip Growth Fund | — | — | — | $11.6M | 7.6% | |
| Fidelity Investments, Inc. Fidelity Freedom 2050 K | — | — | — | $11.1M | 7.3% | |
| Fidelity Investments, Inc. Fidelity Freedom 2030 K | — | — | — | $8.1M | 5.3% | |
| Fidelity Investments, Inc. Fidelity Freedom 2025 K | — | — | — | $6.5M | 4.3% | |
| Fidelity Investments, Inc. Fidelity Freedom 2055 K | — | — | — | $6.2M | 4.1% | |
| Columbia Dividend Income Fund | — | — | — | $3.1M | 2.1% | |
| Fidelity Investments, Inc. Total Bond Fund | — | — | — | $3.0M | 2.0% | |
| Fidelity Investments, Inc. Mid Cap Stock Index Fund | — | — | — | $2.7M | 1.8% | |
| Janus Henderson Triton Fund | — | — | — | $2.6M | 1.7% | |
| Fidelity Investments, Inc. Fidelity Freedom 2060 K | — | — | — | $2.5M | 1.7% | |
| Fidelity Investments, Inc. Global ex U.S. Index Fund | — | — | — | $2.5M | 1.6% | |
| Fidelity Investments, Inc. U.S. Bond Index Fund | — | — | — | $2.3M | 1.5% | |
| Fidelity Investments, Inc. Small Cap Stock Fund | — | — | — | $1.9M | 1.3% | |
| Fidelity Investments, Inc. Government Money Market Fund | — | — | — | $1.8M | 1.2% | |
| MFS International Diversification Fund | — | — | — | $1.8M | 1.2% | |
| Fidelity Investments, Inc. Emerging Markets Fund | — | — | — | $1.3M | 0.8% | |
| Individual Brokerage Accounts * Fidelity Investments, Inc. Self-directed brokerage accounts | — | — | — | $1.2M | 0.8% | |
| Ceredex Virtus Ceredex Mid-Cap Value Equity Fund | — | — | — | $998K | 0.7% | |
| Fidelity Investments, Inc. Fidelity Freedom 2020 K | — | — | — | $946K | 0.6% | |
| Fidelity Investments, Inc. Fidelity Freedom 2065 K | — | — | — | $936K | 0.6% | |
| MFS Mid Cap Growth Fund | — | — | — | $911K | 0.6% | |
| Fidelity Investments, Inc. International Capital Appreciation Fund | — | — | — | $798K | 0.5% | |
| with maturity dates through December 2033) | — | — | — | $740K | 0.5% | |
| Fidelity Investments, Inc. Real Estate Investment Fund | — | — | — | $472K | 0.3% | |
| Fidelity Investments, Inc. Fidelity Freedom Income K | — | — | — | $447K | 0.3% | |
| CRM Mid Cap Value Fund | — | — | — | $418K | 0.3% | |
| Principal SmallCap R5 Fund | — | — | — | $259K | 0.2% | |
| Fidelity Investments, Inc. Fidelity Inflation-Protected Bond Index Fund | — | — | — | $252K | 0.2% | |
| AS Special Small Cap Value Adm Fund | Mutual Funds | — | — | $149K | <0.1% | |
| Fidelity Investments, Inc. Fidelity Freedom 2015 K | — | — | — | $53K | <0.1% | |
| Fidelity Investments, Inc. Fidelity Freedom 2010 K | — | — | — | $7K | <0.1% |
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