How big is SRMX Capital, LLC's plan?

SRMX Capital, LLC's plan reported $2.5M in assets and 33 participants for 2025.

Original filing (PDF)20260330083430NAL0005274883001

SRMX Capital, LLC

Name: SRMX Capital, LLC — SRMX Capital, LLC 401(k) Savings, Form 5500 (2025)
Creator: SRMX Capital, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SRMX Capital, LLC 401(k) Savings Plan & Trust

401(k) retirement plan · SRMX Capital, LLC's SRMX Capital, LLC 401(k) Savings Plan & Trust held $2.5M in plan assets for 33 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Janet Dorsey signed SRMX Capital, LLC's 2025 Form 5500 as plan administrator.

Janet Dorsey — 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

SRMX Capital, LLC's EIN is 27-3031983.

EIN 27-3031983

Plan number 001

Plan year 2025

ACK ID 20260330083430NAL0005274883001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SRMX Capital, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SRMX Capital, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Above-average plan

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