· 2022–2024 · DOL EFAST2

SRE Services, LLC — SRE Services LLC 401(k) Plan, Form 5500 (2025)

Original filing (PDF)20260612094828NAL0005748355001

SRE Services, LLC

Form 5500-SF

FILING_RECEIVED

SRE Services LLC 401(k) Plan

401(k) retirement plan · SRE Services, LLC's SRE Services LLC 401(k) Plan held $39K in plan assets for 10 participants in 2025.

Active participants

10

Accounts w/ balance

9

Plan assets (EOY)

$39K

Net assets (EOY)

$39K

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

45

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

SRE SERVICES, LLC

EIN

33-4427020all filings

Address

9810 E WASHINGTON ST · CHAGRIN FALLS, OH · 44023

Phone

(440) 543-1490

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-12

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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