Original filing (PDF)20251013174100NAL0003841026001

SRI ENERGY LLC

Name: SRI ENERGY LLC — SRI ENERGY LLC 401(K) PLAN, Form 5500 (2024)
Creator: SRI ENERGY LLC

Form 5500-SF

FILING_RECEIVED

SRI ENERGY LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$547K

Net assets (EOY)

$547K

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SRI ENERGY LLC

EIN

27-2169382

Address

24301 CATHERINE INDUSTRIAL DRIVE · SUITE 116 · NOVI, MI · 48375

Phone

(248) 767-5714

Industry

Electrical Contractors· Constructionsee 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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Electrical Contractors plans

O'REILLY ELECTRIC, LLC

O'REILLY ELECTRIC LLC 401(K) PLAN

$547K · 7 participants

MONTGOMERY ELECTRIC, INC

MONTGOMERY ELECTRIC, INC 401(K) PLAN

$548K · 59 participants

REYNOLDA ELECTRIC, CO., INC.

REYNOLDA ELECTRIC, CO., INC. 401(K) PSP

$546K · 9 participants

IKE ELECTRIC INC.

IKE ELECTRIC INC. CASH BALANCE PENSION PLAN

$548K · 4 participants

JACOBS TELEPHONE CONTRACTORS, INC.

JACOBS TELEPHONE CONTRACTORS, INC. PROFIT SHARING PLAN