How big is SRF Financial LLC's plan?

SRF Financial LLC's plan reported $556K in assets and 3 participants for 2024.

Original filing (PDF)20250729144152NAL0001407683001

SRF Financial LLC

Name: SRF Financial LLC — SRF Financial LLC Defined, Form 5500 (2024)
Creator: SRF Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SRF Financial LLC Defined Benefit Plan

Defined-benefit pension plan · SRF Financial LLC's SRF Financial LLC Defined Benefit Plan held $556K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$556K

Net assets (EOY)

$556K

People on this filing

Steven Fehlenberg signed SRF Financial LLC's 2024 Form 5500 as plan administrator.

Steven Fehlenberg — 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

SRF Financial LLC's EIN is 47-5022561.

EIN 47-5022561

Plan number 002

Plan year 2024

ACK ID 20250729144152NAL0001407683001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SRF Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SRF Financial LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score