How big is SRI, Inc.'s plan?

SRI, Inc.'s plan reported $10.5M in assets and 9 participants for 2024.

Original filing (PDF)20250710121231NAL0006580401001

SRI, Inc.

Name: SRI, Inc. — SRI, Inc. 401(k) Plan, Form 5500 (2024)
Creator: SRI, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SRI, Inc. 401(k) Plan

401(k) retirement plan · SRI, Inc.'s SRI, Inc. 401(k) Plan held $10.5M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.5M

Net assets (EOY)

$10.5M

People on this filing

Christina Ambrose signed SRI, Inc.'s 2024 Form 5500 as plan administrator.

Christina Ambrose — 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 41-1362894.

EIN 41-1362894

Plan number 001

Plan year 2024

ACK ID 20250710121231NAL0006580401001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SRI, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 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

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

Finding similar companies…

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Plan sponsor

Name

SRI, INC.

EIN

all filings

Address

342 FIFTH AVENUE NORTH, SUITE 200 · BAYPORT, MN · 55003

Phone

(651) 439-1557

Industry

Professional & Technical Services

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

2025-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

BHMG Engineers, Inc.

BHMG Engineers, Inc. Profit Sharing Plan

$10.5M · 98 participants

TPR Enterprises LLC DBA Ecoengin

TPR Enterprises, LLC 401(k) Plan

$10.5M · 78 participants

Emergence Equity Management, Inc.

Emergence Equity Management, Inc. 401(k) Profit Sharing Plan

$10.5M · 34 participants

WISC Enterprises, LLC

WISC Enterprises, LLC Employees' Retirement Plan

$10.5M · 47 participants

Kinsley Group, Inc.

Kinsley Group, Inc. Profit Sharing 401(k) Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.