How big is SRI Consulting, Inc.'s plan?

SRI Consulting, Inc.'s plan reported $998K in assets and 5 participants for 2024.

Original filing (PDF)20250928071857NAL0010460833001

SRI Consulting, Inc.

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

Form 5500-SF

FILING_RECEIVED

SRI Consulting 401(k) Plan

401(k) retirement plan · SRI Consulting, Inc.'s SRI Consulting 401(k) Plan held $998K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$998K

Net assets (EOY)

$998K

People on this filing

Philip Sharpe signed SRI Consulting, Inc.'s 2024 Form 5500 as plan administrator.

Philip Sharpe — 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 Consulting, Inc.'s EIN is 54-1780914.

EIN 54-1780914

Plan number 004

Plan year 2024

ACK ID 20250928071857NAL0010460833001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SRI Consulting, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 CONSULTING, INC..

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off