How big is Srote & Company, LLC's plan?

Srote & Company, LLC's plan reported $654K in assets and 12 participants for 2024.

Original filing (PDF)20250908163635NAL0041833202001

Srote & Company, LLC

Name: Srote & Company, LLC — Srote & Company, LLC 401(k), Form 5500 (2024)
Creator: Srote & Company, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Srote & Company, LLC 401(k) Plan

401(k) retirement plan · Srote & Company, LLC's Srote & Company, LLC 401(k) Plan held $654K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$654K

Net assets (EOY)

$654K

People on this filing

Michael Vanderford signed Srote & Company, LLC's 2024 Form 5500 as plan administrator.

Michael Vanderford — 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

Srote & Company, LLC's EIN is 45-5595365.

EIN 45-5595365

Plan number 001

Plan year 2024

ACK ID 20250908163635NAL0041833202001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Srote & Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Srote & Company, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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