How big is SRI Inc.'s plan?

SRI Inc.'s plan reported $1.3M in assets and 24 participants for 2025.

Original filing (PDF)20260415081703NAL0020723136001

SRI Inc.

Name: SRI Inc. — SRI Inc. 401(k) Profit Sharing Plan, Form 5500 (2025)
Creator: SRI Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SRI Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · SRI Inc.'s SRI Inc. 401(k) Profit Sharing Plan held $1.3M in plan assets for 24 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

BRAD Engler signed SRI Inc.'s 2025 Form 5500 as plan administrator.

BRAD Engler — 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

SRI Inc.'s EIN is 35-1794507.

EIN 35-1794507

Plan number 001

Plan year 2025

ACK ID 20260415081703NAL0020723136001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SRI Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SRI Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Helping the score

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

Plan sponsor

Name

SRI INC

EIN

all filings

Address

8082 BASH ST · INDIANAPOLIS, IN · 46250

Phone

(317) 842-5818

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

2026-04-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

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

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