Paul Martens signed SRF Consulting Group, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SRF Consulting Group, Inc.'s EIN is 41-0847319.
Download the official 2023 Form 5500 (PDF) for SRF Consulting Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)SRF Consulting Group, Inc.'s plan includes a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| common stock | Common Stocks | — | $9.7M | $63.2M | 95.1% | |
| RBC Reserve Class Prime Money Market Fund Money Market | Cash / Money Market | — | $2.0M | $2.0M | 3.0% | |
| Vanguard Wellington Fund Inc. Mutual Fund | Mutual Funds | — | $2K | $2K | <0.1% | |
| Vanguard Fixed Inc Secs Fund Income Short Term Mutual Fund | Mutual Funds | — | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
